Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 34
Average Client Assets: $2.7 million
Frequently Asked Questions
BLUE CHIP WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281083), BLUE CHIP WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BLUE CHIP WEALTH MANAGEMENT, INC. serves 34 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, BLUE CHIP WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BLUE CHIP WEALTH MANAGEMENT, INC. manages $169 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, BLUE CHIP WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.31%
Average Client Assets: $2.7 million
Total Client Accounts: 378
Discretionary Accounts: 336
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 281083
Filing ID: 1178060
Last Filing Date: 2018-02-28 16:21:00