|
⚲
|
| Strategic Blueprint LLC
✚
| |
|---|---|
| CRD # | 284840 |
| SEC # | 801-108531 |
| CIK # | 0001767821 |
| AUM | $2.2 BB (2024-08-21) |
| Employees | 57 (96% Investors, 74% Brokers) |
| Phone | 678-954-4130 |
| Address | 2200 Century Parkway Atlanta, GA 30345 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 33.0 | |
| NVDA | 399,550.0 | 29.3 | |
| MSFT | 1,918,222.4 | 25.3 | |
| AMZN | 1,092,997.8 | 20.0 | |
| GOOGL | 1,475,138.5 | 13.4 | |
| LLY | 301,789.7 | 10.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,524 | 0.8 |
| (b) Individuals (high net worth individuals) | 778 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,013 | 2.2 |
| By Discretionary | ||
| Discretionary | 7,726 | 2.1 |
| Non-Discretionary | 287 | 0.1 |
| Total | 8,013 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 8,013 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767821] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 2.2 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Winthrop Advisory Group LLC
✚
|
MA | 2.2 |
|
Farther Finance Advisors LLC
✚
|
CA | 2.2 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.1 |
|
Deschutes Investment Consulting LLC
✚
|
OR | 2.1 |
|
Boulay Financial Advisors LLC
✚
|
MN | 2.1 |
|
Bill FEW Associates Inc
✚
|
PA | 2.1 |
|
Equity Services Inc
✚
|
VT | 2.1 |
|
SSB Wealth Management Inc
✚
|
VA | 2.1 |
|
Ellevest Inc
✚
|
NY | 2.1 |
|
Truwealth Advisors LLC
✚
|
LA | 2.1 |