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BLUECHIP WEALTH ADVISORS LLC
Tel: 770-771-5812
12655 Birmingham Hwy Suite 201
Milton, Georgia 30004
BLUECHIP WEALTH ADVISORS LLC
BLUECHIP WEALTH ADVISORS LLC is a Milton, Georgia based financial advisory firm with nearly $485,084,699 in assets under management and provides investment advisory services for 1049 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
Firm CRD#:
150008
SEC#:
801-115105
No. of Clients:
1049
Assets under Management
$485,084,699
No. of Advisors:
8
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