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Karen Lee

CHOREO, LLC·ROCKFORD, Illinois
Unclaimed Profile
6735 VISTAGREEN WAY, ROCKFORD, IL 61107CRD# 7032510Firm CRD# 111221
01

About

Karen Lee is a registered financial advisor based in ROCKFORD, Illinois, affiliated with CHOREO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHOREO, LLC
CHOREO, LLC
AUM
$16.0B
Regulatory assets under management
Employees
225
Total firm employees
View all advisors at CHOREO, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7032510
Firm CRD# 111221
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Lee offer?
Karen Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.
What are Karen Lee's credentials?
Karen Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Lee located?
Karen Lee is based in ROCKFORD, Illinois, working with CHOREO, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.
How does Karen Lee charge for services?
Karen Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHOREO, LLC?
CHOREO, LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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