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BLUE CHIP PARTNERS, LLC

FARMINGTON HILLS, MI · CRD 132437 · IAPD ↗ · 248-848-1111

$1.88BRegulatory AUM
18Advisory reps
34Employees
0Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
June 2025 — BLUE CHIP PARTNERS, LLC notice-filed in CO, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — BLUE CHIP PARTNERS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — BLUE CHIP PARTNERS, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
January 2025 — BLUE CHIP PARTNERS, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — BLUE CHIP PARTNERS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — BLUE CHIP PARTNERS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2024 — BLUE CHIP PARTNERS, LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.