Registered investment advisor Choreo has filed a lawsuit against Compound Planning on the heels of the registered investment advisor announcing that former Choreo advisors joined to seed a new office ...
Choreo has filed a lawsuit against four former employees and their new employer, alleging violations of trade secret laws, breach of contract, and improper solicitation of clients. The case, filed in ...
CHICAGO--(BUSINESS WIRE)--Choreo, LLC (“Choreo”), the business formerly known as RSM US Wealth Management LLC, finalized the closing of its previously announced transaction whereby Parthenon Capital ( ...
Choreo, a Chicago-based registered investment advisor, is acquiring the wealth management business of accounting firm BDO USA, which oversees roughly $8.1 billion in assets under advisement or ...