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BLUEPRINT FINANCIAL SERVICES
BLUEPRINT FINANCIAL SERVICES, INC.
CRD 301083
6355 WARD ROAD, SUITE 306, ARVADA, CO, 80004, United States
Phone
303-422-7351
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.5M
Discretionary AUM
$33.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $13.4M |
| High net worth individuals | 13 | $19.4M |
| Charitable organizations | 2 | $692K |
All web addresses on file
Official SEC filing: View on IAPD