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CHOREO, LLC

6735 Vistagreen Way
Suite 110
Rockford, Illinois 61107
Tel: 312-702-1680

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About CHOREO, LLC

CHOREO, LLC, formally registered with the SEC as CHOREO, LLC. The firm was established in 11/16/2011. They have over 34 offices throughout the country.

CHOREO, LLC is a Rockford, Illinois based Financial Planning firm with nearly $16,030,866,060 assets under management, offering retirement planning & investment advisory services to 24966 clients. The firm is staffed with 225 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111221
SEC#801-57236
Assets Managed by Firm$16,030,866,060
No. of Clients24966
No. of Advisors225

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS)

Firm Client Information

No. of ClientsAUM
Firm Total24966$16,030,866,060
Individuals (other than high net worth individuals)3003$1,904,818,828
High net worth individuals4252$13,673,228,202
Pension and profit sharing plans20$18,905,038
Charitable organizations22$59,993,771
Corporations or other businesses56$304,120,768

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