Choreo Partner Alliance, LLC
● SEC registered since 2023CRD 325238SEC# 801-127852Rockford, IL
Reg. AUM
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Employees
13
Accounts
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Location
Rockford, IL
About Choreo Partner Alliance
Choreo Partner Alliance partners with CPA firms to expand wealth management offerings for their clients. Through the alliance, it offers integrated financial, tax, and estate planning along with comprehensive wealth management and retirement plan advisory support.
Summary based on the firm’s website.
Choreo Partner Alliance, LLC assets under management
Choreo Partner Alliance, LLC operates as an SEC-registered investment adviser based in Rockford, IL. The firm has been registered since 2023. It employs 13 people.
Choreo Partner Alliance, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Compass Parent, L.P. Control | Member | Over 75% | 2023 |
| Jason Dale Van De Loo Control | Chief Executive Officer | 5-10% | 2025 |
| Keith Scott Kotfica Control | Chief Growth Officer | Under 5% | 2025 |
| Lawrence Kenneth Miles Control | Executive Vice President, Corporate Development | Under 5% | 2025 |
| Lisa Marie Tamburini Control | General Counsel And Chief Compliance Officer | Under 5% | 2023 |
| Matthew Ari Gotlin Control | Chief Investment Officer | Under 5% | 2023 |
| Michael David Rittershaus Control | Chief Service Officer | Under 5% | 2025 |
| Molly Festa McMillin Control | Chief Financial Officer | Over 75% | 2024 |
| Raymond Max Morrill Control | Chief Wealth Officer | Under 5% | 2026 |
| Shelley Grant Smith Control | Chief Human Resources Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Choreo Partner Alliance, LLC have?
Choreo Partner Alliance, LLC reports 13 employees.
Where is Choreo Partner Alliance, LLC located?
Choreo Partner Alliance, LLC is based in Rockford, IL and has been SEC-registered since 2023.
Does Choreo Partner Alliance, LLC disclose fund performance?
Choreo Partner Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6735 Vistagreen Way, Suite 110, Rockford, IL 61107 |
| Phone | 888-312-8467 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 34%
More than 66% of 16,804 advisers