Choreo Partner Alliance, LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
13
Advisory reps
14

Firm details

Headquarters
Rockford, Illinois
CRD number
325238
Registered since
May 3, 2023
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Choreo Partner Alliance, LLC is organized as a limited liability company and is registered with the SEC (registration recorded in 2023). The firm is classified as an institutional registered investment adviser and is described in the record as a capital allocator whose advisory activity centers on selecting other investment advisers rather than managing discretionary, retail portfolios directly. Ownership is noted as a combination of domestic entity and individual interests, and the firm is listed as a related adviser to other entities. The dataset indicates the firm is not an active ESG investor and is not flagged as a multi-state adviser; its fee arrangement is recorded as "other."

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Matthew Gotlin

    Matthew Gotlin

    Chief Investment Officer & Managing DirectorCRD 2498059

  • Christopher DeBlanc

    Christopher DeBlanc

    Managing Member And Chief Compliance OfficerCRD 7226695

  • Molly Mcmillin

    Molly Mcmillin

    Chief Financial OfficerCRD 5143419

Unlock 5 more executives

Contacts

3 of 6
  • Alexander Fleming

    Alexander Fleming

    Investment Advisor RepresentativeCRD 8051062

  • Gary Parker

    Gary Parker

    Investment Adviser RepresentativeCRD 1836520

  • Timothy Green

    Timothy Green

    Investment Adviser RepresentativeCRD 2918021

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rockford, IL

Winnebago

Location

Rockford, IL

Headquartered in Rockford, IL, anchoring the Rockford-Freeport-Rochelle, IL metro in the Midwest.

Metro area
Rockford-Freeport-Rochelle, IL
Region
Midwest
County
Winnebago
Address
6735 Vistagreen Way
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth