Choreo has taken over "substantially all" of the ****** ets of Resource Financial Group (RFG), an RIA headquartered in Wilmette, Illinois.
RFG holds about $700m in ****** ets under management as of 30 April 2026.
It is headed by Peter Maris, founding partner, and Brian Pugal, partner.
The firm's client service operations are handled by a six-member team under Alexandra Moise.
Maris said: "Our entire team is excited to join Choreo. Our clients value our relationship-based client service model backed by data and plan coordination. With Choreo, we'll have more resources and consistency behind our processes, which means a smoother experience for them."
RFG holds about $700m in ****** ets under management as of 30 April 2026.
It is headed by Peter Maris, founding partner, and Brian Pugal, partner.
The firm's client service operations are handled by a six-member team under Alexandra Moise.
Maris said: "Our entire team is excited to join Choreo. Our clients value our relationship-based client service model backed by data and plan coordination. With Choreo, we'll have more resources and consistency behind our processes, which means a smoother experience for them."
4 months ago
