Birju Munshi, financial advisor Minneapolis MN

Birju Munshi

CRD Number: 5660028
Current Firm: Choreo, LLC

Birju Munshi (CRD# 5660028) is an Investment Advisor Representative working at Choreo, LLC in Minneapolis, MN and has over 11 years of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Birju R. Munshi
Phone Number: 312-702-1680
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,190
    MILLIONS
  • Total Number of Accounts
    21,280
    ACCOUNTS
  • Average Account Value
    $572,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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