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BLUE CHIP FINANCIAL ADVISORS, LLP
CRD 119510 · SEC 801-69244
34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI, 02915, United States
Phone
401-435-4239
Fax
401-435-5060
Registration
— (—)
Source
State registered
Total AUM
$104.1M
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $44.2M |
| High net worth individuals | 25 | $59.9M |
All web addresses on file
Official SEC filing: View on IAPD