Art Steven Martinez Federis

CFP

Choreo, LLC

9 Years of Experience

1 Disclosure

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 (1)

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Employment Separation After Allegations

September 2017

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Employment History

Current Registrations

Choreo, LLC

May 2018 - Present · 7 yrs 9 mos

Previous Registrations

Assetmark, INC.

February 2018 - February 2018 · 0 mos

Halbert Hargrove

May 2015 - September 2017 · 2 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.