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Building 2BLUEPRINT WEALTH MANAGEMENT INC.

Map pinELLICOTT CITY, MD
Phone410-992-4500
NotebookSEC #801-127729
Total AUM
$190M
Employees
6
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5026 DORSEY HALL DRIVE #105
ELLICOTT CITY
MD 21042
United States
Operating Hours
9 - 5
Monday - Friday
Phone
410-992-4500

ReceiptFinancials

Total AUM
$190M
Accounts
320
Discretionary
$190M
Accounts
320
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$50M
HNW Individual Clients
220
AUM
$140M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLGAMDNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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