BLUE CHIP WEALTH MANAGEMENT, INC.
BLUE CHIP WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 281083). Regulatory assets under management: $173.5M.
Registration
- CRD: 281083
- SEC file number: 801-106954
- Type: Registered investment adviser
- Phone: 786-707-4944
- Latest filing: 2020-07-23
- Regulatory AUM: $173.5M
- Discretionary AUM: $151.4M
- Non-discretionary AUM: $22.1M
- Clients: 4
- Accounts: 406
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| KANE ANDREW | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| KANE ANDREW NMN | PRESIDENT, OWNER AND CHIEF COMPLIANCE OFFICER | — |
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