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CURI RMB CAPITAL, LLC
CURI RMB CAPITAL, LLC
CHICAGO, Illinois
·
8 registered advisors
·
CRD# 134249
SEC# 801-63939
10
312-993-5800
01
Firm Overview
AUM
$8.5B
Regulatory assets under management
Employees
185
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
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
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CURI RMB CAPITAL, LLC
8 registered advisors
Christopher Michael Graff
CHICAGO, Illinois
CRD# 3180553
Dimitri Peter Eliopoulos
CHICAGO, Illinois
CRD# 4444610
Donald Allen Bechter
CHICAGO, Illinois
CRD# 2295881
Frederick Nmn Paulman
CHICAGO, Illinois
CRD# 2762572
Jeffrey Charles Pearsall
CHICAGO, Illinois
CRD# 2395484
Joseph Mcdermott
CHICAGO, Illinois
CFA
CRD# 4146135
Laura Anne Flentye
CHICAGO, Illinois
CRD# 3239104
Maher Abrahim Harb
CHICAGO, Illinois
CRD# 2279434
05
Office Locations
CHICAGO, Illinois
8 advisors
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Data sourced from SEC Form ADV filings. CURI RMB CAPITAL, LLC (CRD# 134249) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.