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BLUEPRINT PARTNERS LLC
BLUEPRINT PARTNERS LLC
TRAVERSE CITY, Michigan
·
2 registered advisors
·
CRD# 312902
SEC# 801-120502
0
(231) 668-4147
01
Firm Overview
AUM
$195M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BLUEPRINT PARTNERS LLC
2 registered advisors
Christopher Dale Millward
TRAVERSE CITY, Michigan
CRD# 4683673
Jonathan Erik Gruber
TRAVERSE CITY, Michigan
CRD# 5180781
05
Office Locations
TRAVERSE CITY, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. BLUEPRINT PARTNERS LLC (CRD# 312902) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.