Choreo, LLC

Choreo, LLC is an independent, SEC-registered investment adviser based in Minneapolis, Minnesota founded in 2000. Choreo, LLC previously operated as the wealth management business of RSM US LLP, a large accounting firm prior to being acquired by Parthenon Capital Partners and other investors. Choreo, LLC provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of clients including individuals and families, retirement plans, charitable organizations, insurance companies, and corporations and other busiensses.