BLUE CHIP PARTNERS, LLC
Firm details
- Headquarters
- FARMINGTON HILLS, Michigan
- CRD number
- 132437
- Registered since
- September 30, 2005
- Website
- www.bluechippartners.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.41%
- Individuals9.52%
- Charitable Organizations0.6%
- Pension & Profit Sharing Plans0.35%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Chip Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2005. The firm serves individuals, families and institutional clients, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. Its fees combine a percentage-of-assets model with fixed-fee engagements. The adviser does not position itself as a capital allocator and is not identified as an active ESG investor. It maintains professional relationships with accounting and law firms, suggesting a modest referral and service network to support wealth-planning work. Blue Chip Partners has been recognized in industry rankings, including placements on Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), and Forbes’ lists in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- Other1%
Owners & executives
3 of 4ROBERT STEINBERG
Founder & CEOCRD 1478400
Eric Donofrio
Chief Compliance OfficerCRD 7092282
DANIEL DUSINA
Chief Investment OfficerCRD 6569209
Contacts
3 of 17Mitchell Kahl
Financial AssociateCRD 8037411
Cody Vanderhagen
Financial AdvisorCRD 7311427
MATTHEW MONDOUX
Partner and Senior Financial AdvisorCRD 5544221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$503M in ETFs
52%
$261M
47%
$242M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $136M | 2,979,026 | 27.02% |
Location
FARMINGTON HILLS, MI
OAKLAND
Location
FARMINGTON HILLS, MI
Headquartered in FARMINGTON HILLS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 38505 Country Club Dr
- Time zone
- ET (UTC-5)
- Office locations
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