Blue Chip Financial Advisors, Inc.
RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$143K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 119917
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Chip Financial Advisors, Inc. is an independent registered investment adviser operating as a small, owner-run corporation that serves individual and family clients. The firm offers financial planning and portfolio management tailored to individuals and small businesses and charges fees as a percentage of assets under management and via fixed-fee arrangements. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1James Stuart
OwnerCRD 4521257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations