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BLUE CHIP PARTNERS, LLC

CRD 132437 · SEC 801-64705

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38505 COUNTRY CLUB DRIVE, SUITE 150, FARMINGTON HILLS, MI, 48331, United States

Phone

248-848-1111

Fax

248-848-1118

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.88B

Discretionary AUM

$1.86B

Team

34 total employees; 18 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals479$178.8M
High net worth individuals522$1.68B
Pension/profit sharing plans2$6.6M
Charitable organizations2$11.3M
Corporations/business entities2$2.2M

States served

AZ, CA, CO, IL, KY, LA, MA, MI, NY, NC, SC, TN, VA, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD