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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 31, 2019
    • $80.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 393
      Accounts
    • $204.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Elliot Jason Grodko
October 2018
Jeffrey Aaron Levine
August 2016
Patrick Michael Kuster
June 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Blueprint Risk Management LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jeffrey Aaron Levine Ceo / Director Of Financial Planning July, 2016 less than 5%
      Patrick Michael Kuster Chief Operations Officer / Cco February, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees