Lawrence
Miles
Choreo, LLC
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About this Advisor
Lawrence Miles is a financial advisor based out of Park City, Utah with a total of 1 year of relevant experience. Miles is an employee of Choreo, LLC. Their career trajectory has included roles at Bny Mellon Wealth Management, Adviceperiod, LLC, Freestone Capital Management LLC and Choreo, LLC. Miles maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Utah. Choreo, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. It has offices in 31 locations and a total of 189 employees. It administers $12 billion in assets under management among its 21,280 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 21,280 accounts, 64% are held by high-net-worth clients who have at least $1 million in investable assets. Choreo, LLC offers a broad array 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. Fees for financial management largely vary depending on the type of services. Fee types billed by Choreo, LLC most likely include some 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
Lawrence Miles Work History
Lawrence has been registered as a financial advisor for 1 years.*
Choreo, LLC
Freestone Capital Management LLC
Adviceperiod, LLC
Bny Mellon Wealth Management
*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 Lawrence Miles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Choreo, LLC
Richmond, VA
Minneapolis, MN
Petaluma, CA
Rockford, IL
Des Moines, IA
Charlotte, NC
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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