Blue Chip Wealth Management, Inc.

Blue Chip Wealth Management, Inc. (CRD# 281083) is a financial advisory firm headquartered in , . They manage $115,000,000 in 309 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $372,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Blue Chip Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David R. Hofer
CRD#: 2024691
1691 Michigan Avenue, Suite 205, Miami, FL 33139
93
Wealthminder
score

David Hofer (CRD# 2024691) is an Investment Advisor Representative working at Blue Chip Wealth Management, Inc. in Miami, FL and has over 25 years of experience in the finance industry.

2
Anthony J. Garcia
CRD#: 1471037
1691 Michigan Avenue, Ste#205, Miami Beach, FL 33139
83
Wealthminder
score

Anthony Garcia (CRD# 1471037) is an Investment Advisor Representative working at Blue Chip Wealth Management, Inc. in Miami Beach, FL and has over 31 years of experience in the finance industry.

3
Andrew (. Kane
CRD#: 2419516
Miami Beach, FL
58
Wealthminder
score

Andrew Kane (CRD# 2419516) is an Investment Advisor Representative working at Blue Chip Wealth Management, Inc. in Miami Beach, FL and has over 23 years of experience in the finance industry.

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