CRD: 291591
Blueprint Investments AND TAX Planning
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- Custodian
- Axos · Inspira Financial Trust · LLC · Millennium Trust · Nationwide
- Clients
- Retail
- Platforms
- Harbor bridgeCrest +more
- Established Date
- 09-10-2018
- Office Locations
- 3
Office Locations
About Blueprint Investments AND TAX Planning
BluePrint Investments and Tax Planning provides portfolio management and integrated tax planning for individuals, business owners, and charitable organizations, including retirement plan guidance for 401(k)s and Cash Balance Plans. Portfolios are tailored to each client’s risk tolerance and goals, with an emphasis on quantified risk management and cost reduction, primarily using public funds and ETFs. Based in Sacramento, CA and Incline Village, NV, the firm serves clients nationwide and offers a Riskalyze “Risk Number” assessment.
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Owner & Executives
GARY MARTIN BURNELL
Managing Member, Principal
- CRD
- #1282482
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICKIE TODD DALLY
--
- CRD
- #4738406
RAUL TERUO LEON
President
- CRD
- #4115666
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,212,224 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,212,224 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,212,224
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $191,725,669 | 8.5% |
| Equity - Exchange | $281,949,513 | 12.5% |
| Cash | $498,486,739 | 22.1% |
| Corporate - Investment Grade | $692,468,003 | 30.7% |
| Corporate - Non-Investment Grade | $590,966,178 | 26.2% |
| Total | $2,255,596,102 | 100.0% |