Blue Chip Partners

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

38505 Country Club Dr Ste 150, Farmingto...

Phone Number

(248) 848-1111

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Blue Chip Partners

Blue Chip Partners is a premier financial advisory firm specializing in wealth management, investment strategies, and estate planning. They offer a comprehensive range of services, including retirement planning and tax planning, customized for high-net-worth clients. With a commitment to education and a fiduciary standard of care, their team of experienced advisors is dedicated to helping clients achieve their financial goals. Blue Chip Partners is recognized for its exceptional client service and has been ranked as a top financial advisory firm in Michigan and nationally.Explore more
Blue Chip Partners's Social MediaPopular SearchesBlue Chip Partners IncBlue Chip PartnersBlue Chip Partners LLCBlue Chip Mortgage CorpBluechip TechnologiesSIC Code 62,628NAICS Code 52,523Show more

Blue Chip Partners Org Chart

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Chief Investment Officer

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Chief Compliance Officer

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Director, Portfolio Operations Wealth Managem...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Chip Partners

<$5M
11-50
Private
<$5M
2004
DD
Daniel DusinaChief Investment Officer
$9M
11-50
Private
<$5M
2017
DH
Dennis HarkinChief Operating Officer
$5.3M
11-50
Private
<$5M
2007
DC
Donald ChambersChief Investment Officer
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Blue Chip Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Blue Chip Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blue Chip Partners.

Blue Chip Partners financials insights

Gather financial insights about Blue Chip Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Blue Chip Partners Tech Stack

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Most Recent Scoops

Promotion
Executive Move
Award
Award
Facilities Relocation / Expansion
Blue Chip Partners is planning to move its offices in July 2022. The move will impact employees at their existing office located at 38505 Country Club Dr, Farmington Hills, MI.
Facilities Relocation/Expansion
Funding
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Frequently Asked Questions Regarding Blue Chip Partners

What is Blue Chip Partners's official website?
Blue Chip Partners's official website is www.bluechippartners.com
What is Blue Chip Partners's Revenue?
Blue Chip Partners's revenue is <$5 Million
What is Blue Chip Partners's SIC code?
Blue Chip Partners's SIC: 62,628
What is Blue Chip Partners's NAICS code?
Blue Chip Partners's NAICS: 52,523
How many employees does Blue Chip Partners have?
Blue Chip Partners has 11-50 employees
What industry does Blue Chip Partners belong to?
Blue Chip Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Blue Chip Partners competition?
Blue Chip Partners top competitors include: Covenant Wealth Advisors, Radnor Financial Advisors, Focus Financial Network, Core Wealth Management
What technology does Blue Chip Partners use?
Some of the popular technologies that Blue Chip Partners uses are: WordPress.org, PHP, Cloudflare Website Optimization, Bing Ads
How do I contact Blue Chip Partners?
Blue Chip Partners contact info: Phone number: (248) 848-1111 Website: www.bluechippartners.com
What does Blue Chip Partners do?

Blue Chip Partners is a premier financial advisory firm specializing in wealth management, investment strategies, and estate planning. They offer a comprehensive range of services, including retirement planning and tax planning, customized for high-net-worth clients. With a commitment to education and a fiduciary standard of care, their team of exp... erienced advisors is dedicated to helping clients achieve their financial goals. Blue Chip Partners is recognized for its exceptional client service and has been ranked as a top financial advisory firm in Michigan and nationally.Read More

What are Blue Chip Partners social media links?
Blue Chip Partners Linkedin page
Is Blue Chip Partners a public company?
Blue Chip Partners is private company therefore does not currently have an official ticker symbol
See more information about Blue Chip Partners

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