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CHOREO, LLC
ROCKFORD, IL
888-312-2467
SEC #801-57236Total AUM
$19.1B
Employees
232Clients
6,891Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6735 VISTAGREEN WAY
SUITE 110
ROCKFORD
IL 61107
United States
SUITE 110
ROCKFORD
IL 61107
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
888-312-2467
Other Offices
33
Financials
Total AUM
$19.1B
Accounts
24,999Discretionary
$17.1B
Accounts
24,302Non-Discretionary
$2.1B
Accounts
697
Clients
Individual Clients
2,402AUM
$1B
HNW Individual Clients
4,392AUM
$16.7B
Pension/Profit Sharing Plan Clients
18AUM
$588.6M
Charitable Organization Clients
36AUM
$576.1M
Corporation or Business Clients
43AUM
$195.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.