B
CRD: 114944
Bluechip Financial Planning, Inc.
Richardson, TX, 75080
9726694102
$42.8M Total AUM
$38.9M Disc. AUM
-- 3Y CAGR
1 Employees
160 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-1997
- Office Locations
- 1
Office Locations
800 E Campbell Suite 173 Richardson TX
About Bluechip Financial Planning, Inc.
Bluechip Financial Planning, Inc. is a Richardson-based RIA. The firm has been operating for 29 years. Managing $42.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
67 AVG AGE
$42.8M AVG AUM / ADVISOR
$267.6K AVG AUM / CLIENT
29.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Unison
Client Personas
Matrix element
Investment Themes
Zenith insight Vital focus Capital matrix
Investment Vehicles
Catalyst momentum
Platform
Atlas beacon Zenith delta
Services
Atlas ember Glacier Radial timber Beacon Delta Vital foundation
Owner & Executives
CHARLES RICHARD MANTHEY
Chief Compliance Officer, President
- CRD
- #1675091
- Ownership
- 75% or more
(769) 570-3781
legacy.delta@meridiancapital.com
in linkedin.com/in/pioneer-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,946,385 | -- |
| Non-Discretionary | $3,865,648 | -- |
| Total | $42,812,033 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,812,033
Equity - Exchange:
38.9% Cash:
12.5% Corporate - Investment Grade:
23.3% Municipal Bonds:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $489,511,518 | 38.9% |
| Cash | $157,298,046 | 12.5% |
| Corporate - Investment Grade | $293,203,557 | 23.3% |
| Municipal Bonds | $318,371,245 | 25.3% |
| Total | $1,258,384,366 | 100.0% |