Overview
Assets Under Management: $118 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 53
Average Client Assets: $1.5 million
Frequently Asked Questions
BLUEPRINT WEALTH ALLIANCE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284167), BLUEPRINT WEALTH ALLIANCE, LLC is subject to fiduciary duty under federal law.
BLUEPRINT WEALTH ALLIANCE, LLC is headquartered in GARDEN CITY, NY.
BLUEPRINT WEALTH ALLIANCE, LLC serves 53 high-net-worth clients according to their SEC filing dated November 28, 2018. View client details ↓
According to their SEC Form ADV, BLUEPRINT WEALTH ALLIANCE, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BLUEPRINT WEALTH ALLIANCE, LLC manages $118 million in client assets according to their SEC filing dated November 28, 2018.
According to their SEC Form ADV, BLUEPRINT WEALTH ALLIANCE, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.73%
Average Client Assets: $1.5 million
Total Client Accounts: 578
Discretionary Accounts: 553
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 284167
Filing ID: 1252983
Last Filing Date: 2018-11-28 14:02:00