Lawrence
Miles
Choreo, LLC
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About this Advisor
Lawrence Miles is a financial advisor based in Park City, Utah, working with Choreo, LLC. Lawrence has previously held positions at Bny Mellon Wealth Management, Adviceperiod, LLC, Choreo, LLC, and Freestone Capital Management LLC. Lawrence has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Lawrence is part of Choreo, LLC, which operates out of Park City, Utah. The firm has 33 offices and 225 employees. The firm manages assets totaling $16.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm 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 fee structure at Choreo, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$16,030,866,060
225
24,966
$642,108
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
Choreo, LLC
Freestone Capital Management LLC
Adviceperiod, LLC
Bny Mellon Wealth Management
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.
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