BM

Birju R. Munshi

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
126 advisors
Number of Clients
6,961 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$18.2B

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
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

Get directions
Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Choreo, LLC
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
October 2017 - January 2018 · 3 mos
Securities America, INC.Broker
October 2017 - January 2018 · 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
June 2015 - November 2017 · 2 yrs 5 mos
National Planning CorporationBroker
June 2015 - November 2017 · 2 yrs 5 mos
Edelman Financial Services LLC
October 2012 - May 2014 · 1 yr 7 mos
Sanders Morris Harris INC. Broker
April 2012 - May 2014 · 2 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.