CHOREO, LLC

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

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 Status	Approved
Firm CRD#	111221
SEC#	801-57236
Assets Managed by Firm	$16,030,866,060
No. of Clients	24966
No. of Advisors	225

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 Clients	AUM
Firm Total	24966	$16,030,866,060
Individuals (other than high net worth individuals)	3003	$1,904,818,828
High net worth individuals	4252	$13,673,228,202
Pension and profit sharing plans	20	$18,905,038
Charitable organizations	22	$59,993,771
Corporations or other businesses	56	$304,120,768

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