White Label

Blake Family

High-value nest driven by grandparent contributions. John Blake is the most consistent contributor.

Total AUM
+3.1%
$0
Monthly Contributions
$0
Total Contributions
$0
Goal Progress
0%

Family Circle

Children Parents Extended
MBMichaelJBJenniferJBJohnPBPatriciaDanielAge 14SophiaAge 7

Hover over a member to see details

Family Circle (4 members)

Michael Blake

Father

Active$12,800

Jennifer Blake

Mother

Active$9,600

John Blake

Grandfather

Active$18,400

Patricia Blake

Grandmother

Active$5,200

Child Accounts (2)

Daniel Blake

Age 14 · College Fund

On Track
$38,200 of $38,400 target72%

Sophia Blake

Age 7 · Education Fund

On Track
$14,749 of $66,000 target25%