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Home > Retirement Planners > michigan > farmington hills > BLUE CHIP PARTNERS, LLC
BLUE CHIP PARTNERS, LLC
38505 Country Club Drive
Suite 150
Farmington Hills, Michigan 48331
Tel: 248-848-1111
About BLUE CHIP PARTNERS, LLC
BLUE CHIP PARTNERS, LLC, formally registered with the SEC as BLUE CHIP PARTNERS, LLC. The firm was established in 09/30/2005. They have over 1 offices throughout the country.
BLUE CHIP PARTNERS, LLC is a Farmington Hills, Michigan based Financial Planning firm with nearly $1,279,740,797 assets under management, offering retirement planning & investment advisory services to 2548 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132437 |
| SEC# | 801-64705 |
| Assets Managed by Firm | $1,279,740,797 |
| No. of Clients | 2548 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2548 | $1,279,740,797 |
| Individuals (other than high net worth individuals) | 410 | $155,263,953 |
| High net worth individuals | 405 | $1,108,533,671 |
| Pension and profit sharing plans | 2 | $5,414,843 |
| Charitable organizations | 2 | $9,043,167 |
| Corporations or other businesses | 3 | $1,485,163 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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