Unclaimed Profile

Donald Allen Bechter

CURI RMB CAPITAL, LLC·CHICAGO, Illinois

Series 7, Series 24, Series 63Clean record14 years registeredCURI RMB CAPITAL, LLC

115 S. LASALLE, 34TH FLOOR, CHICAGO, IL 60603CRD# 2295881Firm CRD# 134249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Allen Bechter · CHICAGO, IL

Registration

CRD #2295881 · CURI RMB CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CURI CAPITAL, LLC

Dec 2011 – present

RMB WEST, LLC

Dec 2011 – Dec 2022

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · December 9, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CURI RMB CAPITAL, LLC

CRD 134249 · SEC 801-63939

AUM

$8.5B

Regulatory assets under management

Employees

185

15,723 client accounts

Services offered by CURI RMB CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CURI RMB CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Allen Bechter offer?

Donald Allen Bechter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Donald Allen Bechter's credentials?

Donald Allen Bechter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Allen Bechter located?

Donald Allen Bechter is based in CHICAGO, Illinois, working with CURI RMB CAPITAL, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Donald Allen Bechter charge for services?

Donald Allen Bechter's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CURI RMB CAPITAL, LLC?

CURI RMB CAPITAL, LLC has approximately 185 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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