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Building 2BLUE CHIP WEALTH MANAGEMENT, INC.

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Phone786-707-4944
NotebookSEC #801-106954
Total AUM
$173.5M
Employees
4
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
786-707-4944

ReceiptFinancials

Total AUM
$173.5M
Accounts
406
Discretionary
$151.4M
Accounts
371
Non-Discretionary
$22.1M
Accounts
35

ContactClients

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Individual Clients
95
AUM
$60.5M
HNW Individual Clients
35
AUM
$80M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Corporation or Business Clients
4
AUM
$30M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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