Strategic Blueprint is an investment advisor in Atlanta with $1.65 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813195774
SEC advisor number
801-108531
FINRA CRD number
284840
AUM ?
$1.65 bn
(as of 21 Apr 23)
Accounts
6,839
(as of 21 Apr 23)
Employees
52
(50 investment advisory or research)
Address
Strategic Blueprint
2200 CENTURY PARKWAY, STE.500
ATLANTA
GA 30345
2200 CENTURY PARKWAY, STE.500
ATLANTA
GA 30345
Office hours
Monday - Friday, 9:00-5:00
Phone
678-954-4077
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sfa Holdings, Inc. | Sole Member | 07/2016 | > 75% |
Sullivan, Julie, Ann | President, CCO | 08/2016 | < 5% |
Sywak, Alexander, James | Vice President | 01/2018 | < 5% |
Copeland, Joseph, Killingsworth | Vice President, Technology and Information | 01/2018 | < 5% |
Martin, Joseph, James | Vice President, Finance | 03/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22