1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAPPHIRE BLUE INVESTMENT PARTNERS

Map pinFENTON, MI
Phone810-714-9456
NotebookSEC #801-116916
Total AUM
$200M
Employees
4
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12272 N. FENTON ROAD,
SUITE 7
FENTON
MI 48430
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
810-714-9456

ReceiptFinancials

Total AUM
$200M
Accounts
1,025
Discretionary
$200M
Accounts
1,025
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
308
AUM
$69M
HNW Individual Clients
68
AUM
$118.3M
Pension/Profit Sharing Plan Clients
7
AUM
$11.8M
Charitable Organization Clients
1
AUM
$133.8K
Corporation or Business Clients
8
AUM
$761.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING FOR RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILKYMISCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account