Overview
Assets Under Management: $1.5 billion
Headquarters: FARMINGTON HILLS, MI
High-Net-Worth Clients: 453
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 453
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,827
Discretionary Accounts: 2,787
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 132437
Filing ID: 1992610
Last Filing Date: 2025-05-22 14:40:00
Website: https://bluechippartners.com