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Blueprint Partners LLC

EST. AUM
$292,909,441

CONTACTS
2

CLIENT ACCOUNTS
337

Firm Details

Metro area Grand Rapids
CRD Number 312902
Website blueprint.family
Client types

Overview

The company believes that effective strategies stem from close collaboration with everyone involved in a client's financial life. By assembling a team of key advisors, business partners, and relevant family members, the company creates a single source for clients to comprehend and align all aspects related to their family business, assets, and future. Acting as a personal CFO, the company manages this coordination to achieve effective results.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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