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SAPPHIRE BLUE INVESTMENT PARTNERS
12272 N. Fenton Road,
Suite 7
Fenton, Michigan 48430
Tel: 810-714-9456
About SAPPHIRE BLUE INVESTMENT PARTNERS
SAPPHIRE BLUE INVESTMENT PARTNERS, formally registered with the SEC as SAPPHIRE BLUE INVESTMENT PARTNERS. The firm was established in 07/08/2019. They have over 1 offices throughout the country.
SAPPHIRE BLUE INVESTMENT PARTNERS is a Fenton, Michigan based Financial Planning firm with nearly $200,683,917 assets under management, offering retirement planning & investment advisory services to 1108 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291609 |
| SEC# | 801-116916 |
| Assets Managed by Firm | $200,683,917 |
| No. of Clients | 1108 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ADVISORY CONSULTING FOR RETIREMENT PLANS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1108 | $200,683,917 |
| Individuals (other than high net worth individuals) | 526 | $103,907,642 |
| High net worth individuals | 46 | $84,778,873 |
| Pension and profit sharing plans | 6 | $8,896,334 |
| Corporations or other businesses | 11 | $3,101,068 |
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