Choreo, LLC

RIASEC Registered

Total AUM

$19.1B

Discretionary

$17.1B

89% of AUM

Avg account

$766K

Accounts

24,999

Employees

232

Advisory reps

155

Firm details

Headquarters: Rockford, Illinois
CRD number: 111221
Registered since: November 16, 2011
Website: choreoadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.44%
Individuals5.45%
Pension & Profit Sharing Plans3.08%
Charitable Organizations3.01%
Corporations / Businesses1.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Choreo, LLC is an independent registered investment adviser that registered with the SEC in 2011. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection. Choreo charges asset-based fees alongside hourly and fixed-fee arrangements, and partners with a broker-dealer as a registered representative. The firm is not positioned as an active ESG investor. Choreo is structured as a limited liability company with a mix of domestic entity and individual ownership. It also performs sponsor/GP roles and participates as a related industry entity in capacities such as CPO/CTA and insurance company affiliations, indicating involvement across pooled vehicles and third-party manager relationships. The firm has been recognized repeatedly in industry rankings, including appearances on Barron’s Top 100 RIA list across multiple years, Forbes’ America's Top RIA Firms, FA Magazine and Citywire acknowledgements.