|
⚲
|
| Strategic Blueprint LLC
✚
|
|
|---|---|
| CRD # | 284840 |
| SEC # | 801-108531 |
| CIK # | 0001767821 |
| AUM | $1.6 BB (2023-03-31) |
| Employees | 52 (92% Investors, 79% Brokers) |
| Phone | 678-954-4130 |
| Address | 2200 Century Parkway Atlanta, GA 30345 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 25.2 | |
| MSFT | 1,918,222.4 | 13.4 | |
| AMZN | 1,092,997.8 | 9.3 | |
| GOOGL | 1,475,138.5 | 8.4 | |
| PG | 338,108.9 | 8.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,518 | 463.3 |
| (b) Individuals (high net worth individuals) | 645 | 1,056.6 |
| (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 | 8 | 2.9 |
| (h) Charitable organizations | 7 | 1.6 |
| (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 | 17 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,245 | 1,531.8 |
| By Discretionary | ||
| Discretionary | 5,138 | 1,509.9 |
| Non-Discretionary | 107 | 22.0 |
| Total | 5,245 | 1,531.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,531.8 | |
| Total | 5,245 | 1,531.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767821] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 1.6 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CFO4Life Group LLC
✚
|
TX | 1.7 |
|
The Forum Finance Group Sa
✚
|
1.7 | |
|
Stack Financial Management Inc
✚
|
MT | 1.7 |
|
Sather Financial Group Inc
✚
|
TX | 1.7 |
|
Deschutes Investment Consulting LLC
✚
|
OR | 1.7 |
|
Mitchell McLeod Pugh & Williams Inc
✚
|
AL | 1.7 |
|
Main Street Research LLC
✚
|
CA | 1.7 |
|
Natural Investments LLC
✚
|
CA | 1.7 |
|
Embree Financial Group
✚
|
IL | 1.6 |
|
Ellevest Inc
✚
|
NY | 1.6 |