Blueprint Investing LLC
Blueprint Investing LLC (CRD# 151422) is a financial advisory firm headquartered in San Francisco, CA. They manage $76,213,144 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$508,088
- A percentage of assets under your management
- Financial planning services
- 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 19 years of experience in the finance industry.