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Rick W Bone

BLUEPRINT INVESTMENT PARTNERS LLC·GREENSBORO, North Carolina
Unclaimed Profile
1250 REVOLUTION MILL DR., GREENSBORO, NC 27405CRD# 1114472Firm CRD# 170196
01

About

Rick W Bone is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with BLUEPRINT INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BLUEPRINT INVESTMENT PARTNERS LLC
BLUEPRINT INVESTMENT PARTNERS LLC
AUM
$849M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at BLUEPRINT INVESTMENT PARTNERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1114472
Firm CRD# 170196
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rick W Bone offer?
Rick W Bone specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Rick W Bone's credentials?
Rick W Bone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rick W Bone located?
Rick W Bone is based in GREENSBORO, North Carolina, working with BLUEPRINT INVESTMENT PARTNERS LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Rick W Bone charge for services?
Rick W Bone's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEPRINT INVESTMENT PARTNERS LLC?
BLUEPRINT INVESTMENT PARTNERS LLC has approximately 15 employees and manages $849M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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