Choreo LLC

EST. AUM
$19,138,746,524

CONTACTS
55

CLIENT ACCOUNTS
24,999

Firm Details

Metro area Chicago
CRD Number 111221
Website choreoadvisors.com
Client types

Overview

Formerly known as RSM - $24B wealth management platform associated with the accounting firm RSM McGladery. Mostly a select list opportunity and have approx. 120 financial advisors around the country. $5B in discretionary assets. You must be approved at Fiducient Advisors for consideration on the platform. This is the wealth management arm of the accounting firm RSM. They primarily use Fiducient as their outsourced consultant. So if you are available there, you would have potential access to an opportunity at RSM but you have to be approved at Fiduciant. And they're growing rapidly with the acquisition of BDO's $8.1B wealth management business.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Choreo LLC

Platform Details

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