Blueprint Capital Management, LLC

Blueprint Capital Management, LLC (CRD# 165080) is a financial advisory firm headquartered in Marlton, NJ. They manage $1,269,209 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $97,631
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Blueprint Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Neil N. Cataldi
CRD#: 3086771
3 Pondview Ct, Marlton, NJ 08053
93
Wealthminder
score

Neil Cataldi (CRD# 3086771) is an Investment Advisor Representative working at Blueprint Capital Management, LLC in Marlton, NJ and has over 12 years of experience in the finance industry.

2
Jason P. Revland
CRD#: 2759618
1 Ross Way, Marlton, NJ 08053
93
Wealthminder
score

Jason Revland (CRD# 2759618) is an Investment Advisor Representative working at Blueprint Capital Management, LLC in Marlton, NJ and has over 12 years of experience in the finance industry.

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