Blueprint Partners

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

10238 E Cherry Bend Rd, Traverse City, M...

Phone Number

(231) 668-4147

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Blueprint Partners

You can depend on us to be your voice through all of lifes phases. Whether youre in the midst of running a successful business, developing a succession plan or thinking ahead to the disbursement of your wealth and assets, we will be here on the same side of the table as your trusted ally. We articulate complex matters in a way clients understand, and create simplified solutions that can be implemented effectively. Our flat fee structure allows us to unbiasedly manage a clients family, estate and business interests, without requiring us to sell a product to get paid. Transparency and integrity is always our intention. We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Blueprint Partners is a registered investment adviser located in Traverse City, MI. Blueprint Partners may only transact business in those states in which it is registered, or qualifies for an exeRead more
Popular SearchesBlueprint PartnersBlueprint Family Office IncBlueprintpartnersSIC Code 62,628NAICS Code 52,523Show more

Blueprint Partners Org Chart

PhoneEmail
KH
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Practice Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blueprint Partners

<$5M
11-50
Private
-
2019
KH
Kathryn HinzPractice Manager
<$5M
11-50
Private
-
-
SS
Stephen SmithDirector, Planning
<$5M
11-50
Private
-
2004
<$5M
1-10
Private
-
-
HO
Heather OnestoManager, Client Services
<$5M
1-10
Private
-
-
CS
Colene ShermanPractice Manager and Director of Client Services
<$5M
1-10
Private
-
-
PK
Piper KiddManager, Client Services
<$5M
1-10
Private
-
2006
CP
Coreen PhippsClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Blueprint Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Blueprint Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blueprint Partners.

Blueprint Partners Tech Stack

A closer look at the technologies used by Blueprint Partners

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Frequently Asked Questions Regarding Blueprint Partners

What is Blueprint Partners's official website?
Blueprint Partners's official website is blueprint.family
What is Blueprint Partners's Revenue?
Blueprint Partners's revenue is <$5 Million
What is Blueprint Partners's SIC code?
Blueprint Partners's SIC: 62,628
What is Blueprint Partners's NAICS code?
Blueprint Partners's NAICS: 52,523
How many employees does Blueprint Partners have?
Blueprint Partners has 11-50 employees
What industry does Blueprint Partners belong to?
Blueprint Partners is in the industry of: Finance, Securities Trading
What is Blueprint Partners competition?
Blueprint Partners top competitors include: Liberty Publishing, Validus Financial Associates, Retirement Planning Group, Game Plan Retirement
What technology does Blueprint Partners use?
Some of the popular technologies that Blueprint Partners uses are: Drupal, Google Universal Analytics, AddToAny, Google Font API
How do I contact Blueprint Partners?
Blueprint Partners contact info: Phone number: (231) 668-4147 Website: blueprint.family
What does Blueprint Partners do?

You can depend on us to be your voice through all of lifes phases. Whether youre in the midst of running a successful business, developing a succession plan or thinking ahead to the disbursement of your wealth and assets, we will be here on the same side of the table as your trusted ally. We articulate complex matters in a way clients understand, a... nd create simplified solutions that can be implemented effectively. Our flat fee structure allows us to unbiasedly manage a clients family, estate and business interests, without requiring us to sell a product to get paid. Transparency and integrity is always our intention. We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Blueprint Partners is a registered investment adviser located in Traverse City, MI. Blueprint Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Blueprint Partners's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Blueprint Partners's web site on the Internet should not be construed by any consumer and/or prospective client as Blueprint Partners's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Blueprint Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Blueprint Partners, please contact the state securities regulators for those states in which Blueprint Partners maintains a ...Read More

Is Blueprint Partners a public company?
Blueprint Partners is private company therefore does not currently have an official ticker symbol
See more information about Blueprint Partners

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