Blueprint Investment Partners is an investment advisor in Greensboro with $533.12 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464352490
SEC advisor number
801-108069
FINRA CRD number
170196
AUM ?
$849.44 mm
(as of 9 May 24)
Accounts
15
(as of 9 May 24)
Employees
15
(7 investment advisory or research)
Address
Blueprint Investment Partners
1250 REVOLUTION MILL DR.
SUITE 150
GREENSBORO
NC 27405
1250 REVOLUTION MILL DR.
SUITE 150
GREENSBORO
NC 27405
Phone
336-510-9369
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22