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Building 2BLUE CHIP FINANCE LLC

Map pinCARACAS
Phone919 749-4421
NotebookSEC #801-123392
Total AUM
$3.8M
Employees
7
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
AV. SAN FELIPE
TORRE COINASA, PH1
CARACAS

Venezuela
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
919 749-4421
Other Offices
1

ReceiptFinancials

Total AUM
$3.8M
Accounts
61
Discretionary
$3.5M
Accounts
58
Non-Discretionary
$274.7K
Accounts
3

ContactClients

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Individual Clients
22
AUM
$312.4K
HNW Individual Clients
52
AUM
$3.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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