Taylor
Greenleaf
Choreo, LLC
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About this Advisor
Taylor Greenleaf is a financial advisor operating in Ashland, Oregon. Greenleaf is an employee of Choreo, LLC. Their career trajectory has included roles at Greenleaf & Burleson Wealth Management, LLC, Enso Wealth Management, LLC and Choreo, LLC. Greenleaf maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Oregon. Choreo, LLC is a financial advisory company based in Minneapolis, MN. The investment advisory business has offices in 31 locations and a total of 189 advisors. It oversees $12 billion in assets across its 21,280 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 21,280 client accounts, 64% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Choreo, LLC provides a wide range of services, such as 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. A financial advisor's fee schedules largely depend on the financial services provided. However, fees billed by Choreo, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$12,190,108,351
189
21,280
$572,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Taylor Greenleaf Work History
Taylor has been registered as a financial advisor for 0 years.*
Choreo, LLC
Enso Wealth Management, LLC
Greenleaf & Burleson Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Taylor Greenleaf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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