Assets Under Management
$18.2B
Number of Clients
6,961
Number of Advisors
126
Average Client AUM
$2.6M
AUM per Advisor
$144.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Choreo, LLC provides investment advisory services, aggregated reporting, financial planning, wealth management consulting, OCIO, retirement plan and pension consulting and advisory services. Services are offered on a discretionary or non-discretionary basis. Choreo is majority owned by private investment funds organized by Parthenon Capital Partners.
6735 Vistagreen Way, Suite 110, Rockford, IL, 61107