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November 1, 2023
/PRNewswire/ -- Choreo, LLC (Choreo) today announced it has acquired the affiliated wealth management business of BDO USA. In addition, Choreo will become an...
November 1, 2023
The deal represents the latest example of Choreo partnering with a CPA firm that owns an RIA firm.
November 1, 2023
RIA Choreo is acquiring the wealth management business of accounting firm BDO USA, which oversees $8.1 billion in assets.