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Chief Investment Officer · Choreo, LLC

Matthew A. Gotlin

CRD 2498059 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Choreo, LLC, an SEC-registered wealth manager based in Rockford, IL with $19.1 billion in regulatory assets, lists Matthew A. Gotlin on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Matthew at 1 other registered adviser.

Firms and roles

  • Choreo, LLCChief Investment OfficerWealth manager · Rockford, IL · $19B in regulatory assets
  • Choreo Partner Alliance, LLCChief Investment OfficerAsset manager · Rockford, IL · $0M in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.