Birju R. Munshi

Choreo, LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Choreo, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

126 advisors

Number of Clients

6,961 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$18.2B

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$8,000

Location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Choreo, LLC

May 2019 - Present · 6 yrs 9 mos

Previous Registrations

Securities America Advisors, INC.

October 2017 - January 2018 · 3 mos

Securities America, INC.Broker

October 2017 - January 2018 · 3 mos

National Planning Corporation ("npc of America" in Fl & Ny)

June 2015 - November 2017 · 2 yrs 5 mos

National Planning CorporationBroker

June 2015 - November 2017 · 2 yrs 5 mos

Edelman Financial Services LLC

October 2012 - May 2014 · 1 yr 7 mos

Sanders Morris Harris INC.Broker

April 2012 - May 2014 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.