Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, has acquired the assets of ...
A registered investment advisor spun off from a giant accounting firm earlier this year agreed to acquire a billion-dollar practice with 13 financial advisors in its first deal as a standalone firm.
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Choreo, the registered investment advisor created in 2022 when private equity ...
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