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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-1999
- Office Locations
- 1
Office Locations
About Blue Chip Financial Advisors, LLP
BlueChip Financial Advisors, LLP is an RIA providing comprehensive financial planning and wealth management for individuals, corporate executives, and business owners. The team emphasizes retirement, benefits, and tax-aware planning, with CPA-backed tax services available alongside advisory work. Investment implementation includes diversified portfolios using vehicles such as mutual funds and ETFs, supported by a credentialed staff (e.g., CFP, ChFC, CLU, CPA).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN ANGELO LEMME
Chief Compliance Officer, GENERAL PARTNER, Partner
- CRD
- #2442362
- Ownership
- 75% or more
MICHAEL THOMAS MORETTI
Limited Partner, Wealth Manager
- CRD
- #4696803
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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CLIFFORD J DECK
Owner, President
- CRD
- #4545451
WILLIAM M DELMAGE
--
- CRD
- #2357246
Horizon frontier
Foundation pathway
- CRD
- #35531
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $104,069,000 | $150,682 |
| Total | $104,069,000 | $150,682 |
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Separately Managed Accounts
Total SMA Asset: $104,069,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,599,434,334 | 28.8% |
| Equity - Exchange | $594,234,284 | 10.7% |
| Cash | $1,049,628,782 | 18.9% |
| Other | $1,310,647,579 | 23.6% |
| U.S. Government/Agency | $999,646,458 | 18.0% |
| Total | $5,553,591,437 | 100.0% |