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Building 2BLUE CHIP PARTNERS, LLC

Map pinFARMINGTON HILLS, MI
Phone248-848-1111
NotebookSEC #801-64705
Total AUM
$1.9B
Employees
34
Clients
1,007

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38505 COUNTRY CLUB DRIVE
SUITE 150
FARMINGTON HILLS
MI 48331
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
248-848-1111

ReceiptFinancials

Total AUM
$1.9B
Accounts
3,207
Discretionary
$1.9B
Accounts
3,156
Non-Discretionary
$18.1M
Accounts
51

ContactClients

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Individual Clients
479
AUM
$178.8M
HNW Individual Clients
522
AUM
$1.7B
Pension/Profit Sharing Plan Clients
2
AUM
$6.6M
Charitable Organization Clients
2
AUM
$11.3M
Corporation or Business Clients
2
AUM
$2.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKYLAMAMINCNYSCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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