CHOREO PARTNER ALLIANCE, LLC
Firm details
- Headquarters
- ROCKFORD, Illinois
- CRD number
- 325238
- Registered since
- May 3, 2023
- Website
- choreoadvisors.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8MATTHEW GOTLIN
Chief Investment Officer & Managing DirectorCRD 2498059
Christopher DeBlanc
Managing Member And Chief Compliance OfficerCRD 7226695
MOLLY MCMILLIN
Chief Financial OfficerCRD 5143419
Contacts
3 of 6Alexander Fleming
Investment Advisor RepresentativeCRD 8051062
GARY PARKER
Investment Adviser RepresentativeCRD 1836520
TIMOTHY GREEN
Investment Adviser RepresentativeCRD 2918021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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