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Blue Chip Partners, LLC CRD 132437
$1.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
38505 Country Club Drive Suite 150, Farmington Hills, MI 48331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-06-04 |
| FL | RA | APPROVED | 2019-01-25 |
| MI | RA | APPROVED | 2018-01-22 |
| TX | RA | APPROVED | 2018-01-22 |
Branch Locations
38505 Country Club Drive Suite 150, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Chip Partners, Llc | Farmington Hills | MI | 09/2017 | Present |
| Ats Advisors, A Cpa Firm | Plymouth | MI | 12/2015 | 09/2017 |
INDEPENDENT TAX PREPARER - CANTON, MI - 5 HOURS PER MONTH, 0 HOURS DURING TRADING - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
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