Choreo, a business-planning-focused RIA with about $700 million in assets, announced it acquired substantially all the assets of Resource Financial Group (RFG) of Wilmette, IL. The deal expands Choreo’s Chicago-area footprint, signaling modest growth via acquisition rather than changes in financial performance.
Choreo, a business-planning-focused RIA with about $700 million in assets, announced it acquired substantially all the assets of Resource Financial Group (RFG) of Wilmette, IL. The deal expands Choreo’s Chicago-area footprint, signaling modest growth via acquisition rather than changes in financial performance.
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