Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Investment Advisory and Aggregated Reporting Services are established in the client's agreement with Choreo. The structure and level of fees vary by client based upon the services provided and other considerations deemed relevant but customarily are calculated as a percentage of billable assets or on a fixed-fee basis.
Areas of Practice
Advisor Information
Office location
303 E. 17th Avenue, Suite 810, Denver, CO, 80203
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Barbara is an Associate Director at Choreo Advisors LLC, a registered investment advisor, dedicating about a quarter of her time. She is also a Registered Representative with Purshe Kaplan Sterling Investments since 2012.