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).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Blueprint 360 LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles C. Adi
CRD#: 5771158
4306 Yoakum Blvd, Suite 455, Houston, TX 77006

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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