← Back to searchVisit website
BLUEPRINT PARTNERS LLC
CRD 312902 · SEC 801-120502
10238 E CHERRY BEND RD, TRAVERSE CITY, MI, 49684, United States
Phone
(231) 668-4147
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$292.9M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $44.3M |
| High net worth individuals | 93 | $234.4M |
| Pension/profit sharing plans | 13 | $14.2M |
States served
MI, OH
All web addresses on file
Official SEC filing: View on IAPD