Blueprint Financial Strategies
Blueprint Financial Strategies (CRD# 285194) is a financial advisory firm headquartered in Newtown, CT. They manage $69,476,568 in 198 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Blueprint Financial Strategies
By the Numbers
-
Total Assets Under Management69MILLION
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$350,892
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Blueprint Financial Strategies
No Advisor Found.
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