Blueprint Investing LLC
Blueprint Investing LLC (CRD# 151422) is a financial advisory firm headquartered in San Francisco, CA. They manage $58,346,601 in 137 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management58MILLION
Total Number of Accounts137ACCOUNTS
Average Account Value$425,888
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Robert Lee (CRD# 3088486) is an Investment Advisor Representative working at Blueprint Investing LLC in San Francisco, CA and has over 17 years of experience in the finance industry.