Blueprint Investing LLC

Blueprint Investing LLC (CRD# 151422) is a financial advisory firm headquartered in San Francisco, CA. They manage $302,041,875 in 251 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
One Sansome Street, 35th Floor, San Francisco, CA 94104
http://www.blueprintinvest.com
By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $1,203,354
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Blueprint Investing LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Lee, financial advisor San Francisco CA
Robert S. Lee
CRD#: 3088486
One Sansome Street, 35th Floor, San Francisco, CA 94104

Robert Lee (CRD# 3088486) is an Investment Advisor Representative working at Blueprint Investing LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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