Choreo, LLC
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Overview
Choreo, LLC is located at 6735 Vistagreen Way, Rockford, IL. The firm employs 129 financial advisors to manage client portfolios and provide financial guidance. Choreo, LLC is not a registered broker-dealer.
Choreo, LLC oversees $16.0 billion in assets under management across 24,966 accounts, of which 24,598 are discretionary and 368 are non-discretionary. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Choreo, LLC includes asset-based, hourly, and fixed fees. The firm has 4,252 high net worth clients and maintains affiliations with an insurance company or agency and a commodity pool advisor.
Choreo, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, District of Columbia, Florida, Indiana, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Choreo, LLC by the Numbers
$16.0 billion
225
24,966
$642.1 thousand
Products and Services
Choreo, LLC offers multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. In the last fiscal year, Choreo, LLC provided financial planning services to 51-100 of its accounts. The Firm does sell products or offer services apart from investment advice to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely are based on the financial services offered. Fees charged by Choreo, LLC can consist of some blend of the following fee types: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a number of different customers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations. Out of its 6 clients, Choreo, LLC's largest client type by number of accounts is high net worth investors, although it also caters to 4252 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 57.82%
- Other Individuals - 40.83%
- Corporations - 1.05%
- Charitable Organizations - 0.3%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Choreo, LLC
Rockford, IL
Rockford, IL
Rockford, IL
Rockford, IL
Rockford, IL
Des Moines, IA
Madison, WI
Rockford, IL
Los Angeles, CA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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