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Jonathan Erik Gruber

BLUEPRINT PARTNERS LLC·TRAVERSE CITY, Michigan
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10238 E CHERRY BEND RD, TRAVERSE CITY, MI 49684CRD# 5180781Firm CRD# 312902
01

About

Jonathan Erik Gruber is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with BLUEPRINT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUEPRINT PARTNERS LLC
BLUEPRINT PARTNERS LLC
AUM
$195M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BLUEPRINT PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5180781
Firm CRD# 312902
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Erik Gruber offer?
Jonathan Erik Gruber specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Jonathan Erik Gruber's credentials?
Jonathan Erik Gruber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Erik Gruber located?
Jonathan Erik Gruber is based in TRAVERSE CITY, Michigan, working with BLUEPRINT PARTNERS LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Jonathan Erik Gruber charge for services?
Jonathan Erik Gruber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEPRINT PARTNERS LLC?
BLUEPRINT PARTNERS LLC has approximately 6 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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