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CHOREO, LLC
CRD 111221 · SEC 801-57236
6735 VISTAGREEN WAY, SUITE 110, ROCKFORD, IL, 61107, United States
Phone
888-312-2467
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$19.14B
Discretionary AUM
$17.05B
Team
232 total employees; 97 advisory reps; 244 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2402 | $1.04B |
| High net worth individuals | 4392 | $16.74B |
| Pension/profit sharing plans | 18 | $588.6M |
| Charitable organizations | 36 | $576.1M |
| Corporations/business entities | 43 | $195.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.facebook.com/choreoadvisors
- https://www.instagram.com/choreoadvisors/
- https://www.youtube.com/@choreoadvisors
- https://www.linkedin.com/company/choreo-advisors/
- https://choreoadvisors.com/
- https://x.com/choreoadvisors
- https://www.herbein.com/services/financial-services
- https://www.insightwealthlp.com
Official SEC filing: View on IAPD