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Strategic Blueprint, LLC

● SEC registered since 2016CRD 284840SEC# 801-108531Atlanta, GA
Export (members)
Reg. AUM
$2.67B
Employees
57
Accounts
9,067
Location
Atlanta, GA

Strategic Blueprint, LLC assets under management

Strategic Blueprint, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $2.7 billion in regulatory assets under management and employs 57 people.

Strategic Blueprint, LLC owners & executives

5 reported
NameTitleOwnershipSince
Anna Elise Tatum ControlVice President, FinanceUnder 5%2024
Joseph Killingsworth Copeland ControlVice President, Technology And InformationUnder 5%2018
Julie Ann Sullivan ControlPresident, CcoUnder 5%2016
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Frequently asked questions

How much does Strategic Blueprint, LLC manage?

Strategic Blueprint, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Strategic Blueprint, LLC have?

Strategic Blueprint, LLC reports 57 employees.

Where is Strategic Blueprint, LLC located?

Strategic Blueprint, LLC is based in Atlanta, GA and has been SEC-registered since 2016.

Does Strategic Blueprint, LLC disclose fund performance?

Strategic Blueprint, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Century Parkway, Suite 500, Atlanta, GA 30345
Phone678-954-4130
Fax678-954-4001
Office hours9:00-5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$2.63B
Non-discretionary$37M
Total (RAUM)$2.67B