CHOREO PARTNER ALLIANCE, LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
13
Advisory reps
14

Firm details

Headquarters
ROCKFORD, Illinois
CRD number
325238
Registered since
May 3, 2023
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Choreo Partner Alliance, LLC is a limited liability company that registered with the SEC in 2023. The firm presents itself as a capital allocator that primarily operates in a manager-of-managers capacity: its stated advisory activity is the selection of other advisers rather than direct, day-to-day portfolio management. Ownership is listed as a combination of a domestic entity and an individual, and the firm reports a related-adviser relationship with other entities. It does not identify as an active ESG investor, and it is not classified as a pension consultant or a multi-state adviser in the source data. The firm's fee structure is categorized as "Other," indicating nonstandard or customized fee arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 8
  • MATTHEW GOTLIN

    Chief Investment Officer & Managing DirectorCRD 2498059

  • Christopher DeBlanc

    Managing Member And Chief Compliance OfficerCRD 7226695

  • MOLLY MCMILLIN

    Chief Financial OfficerCRD 5143419

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Contacts

3 of 6
  • Alexander Fleming

    Investment Advisor RepresentativeCRD 8051062

  • GARY PARKER

    Investment Adviser RepresentativeCRD 1836520

  • TIMOTHY GREEN

    Investment Adviser RepresentativeCRD 2918021

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROCKFORD, IL

WINNEBAGO

Location

ROCKFORD, IL

Headquartered in ROCKFORD, IL, anchoring the Rockford-Freeport-Rochelle, IL metro in the Midwest.

Metro area
Rockford-Freeport-Rochelle, IL
Region
Midwest
County
WINNEBAGO
Address
6735 Vistagreen Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth