Blueprint 360 LLC
Blueprint 360 LLC (CRD# 292136) is a financial advisory firm headquartered in Houston, TX. They manage $20,115,894 in 263 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management20MILLION
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Total Number of Accounts263ACCOUNTS
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Average Account Value$76,486
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
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Blueprint 360 LLC
1
Charles Adi (CRD# 5771158) is an Investment Advisor Representative working at Blueprint 360 LLC in Houston, TX and has over 13 years of experience in the finance industry.
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