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 formed in 2005 and organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, focusing on financial planning and portfolio management for individuals and small businesses. Compensation comes via a mix of assets-under-management fees and fixed fees. Blue Chip does not market itself as an ESG-focused manager and is not organized as a multi-state or pension consultant adviser. The firm has identified accountant and law-firm affiliations and has been recognized by industry outlets, appearing on Financial Times’ Top 300 RIA list (2020), FA Magazine’s Top RIA Firms (2020), and Forbes’ RIA rankings in 2023 and 2024.
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- Other1%
Owners & executives
3 of 4
Robert Steinberg
Founder & CEOCRD 1478400
Eric Donofrio
Chief Compliance OfficerCRD 7092282
Daniel Dusina
Chief Investment OfficerCRD 6569209
Contacts
3 of 15
Mitchell 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 91Active vs passive
$513M in ETFs
52%
$268M
46%
$245M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $140M | 3,081,830 | 27.33% |
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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