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CHOREO, LLC
CHOREO, LLC
ROCKFORD, Illinois
·
6 registered advisors
·
CRD# 111221
SEC# 801-57236
33
312-702-1680
01
Firm Overview
AUM
$16.0B
Regulatory assets under management
Employees
225
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CHOREO, LLC
6 registered advisors
Craig James Bartlett
ROCKFORD, Illinois
CFP
CRD# 2669878
Dale Steven Phillips
MINNEAPOLIS, Minnesota
CRD# 2080064
Gregory Scott Dowler
ROCKFORD, Illinois
CRD# 1956623
Karen Lee
ROCKFORD, Illinois
CRD# 7032510
Lawrence Kenneth Miles
ROCKFORD, Illinois
CRD# 4549340
Matthew Ari Gotlin
ROCKFORD, Illinois
CRD# 2498059
05
Office Locations
ROCKFORD, Illinois
5 advisors
MINNEAPOLIS, Minnesota
1 advisor
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Data sourced from SEC Form ADV filings. CHOREO, LLC (CRD# 111221) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.