Curi Rmb Capital, LLC

Curi Rmb Capital, LLC (CRD# 134249) is a financial advisory firm headquartered in Chicago, IL. They manage $8,484,055,573 in 15,723 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,484
    MILLION
  • Total Number of Accounts
    15,723
    ACCOUNTS
  • Average Account Value
    $539,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Curi Rmb Capital, LLC
Showing 51 - 60 of 85 top financial advisors.
51
Andrew Park
CRD#: 6941048
272 Market Square, Suite 205, Lake Forest, IL 60045

Andrew Park (CRD# 6941048) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Lake Forest, IL and has over 5 years of experience in the finance industry.

52
Frederick N. Paulman
CRD#: 2762572
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Frederick Paulman (CRD# 2762572) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 27 years of experience in the finance industry.

53
Jeffrey C. Pearsall
CRD#: 2395484
115 S. Lasalle St., 34th Floor, Chicago, IL 60603

Jeffrey Pearsall (CRD# 2395484) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 30 years of experience in the finance industry.

54
Janek Pedersen
CRD#: 4873962
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Janek Pedersen (CRD# 4873962) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

55
Jonathan G. Rigano
CRD#: 4587524
13890 Bishops Drive, Suite 350, Brookfield, WI 53005

Jonathan Rigano (CRD# 4587524) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Brookfield, WI and has over 24 years of experience in the finance industry.

56
Kristen N. Roder
CRD#: 5275958
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Kristen Roder (CRD# 5275958) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 17 years of experience in the finance industry.

57
James P. Rosselle
CRD#: 4159664
250 Fillmore Street, Denver, CO 80206

James Rosselle (CRD# 4159664) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Denver, CO and has over 23 years of experience in the finance industry.

58
Thomas J. Schlipmann
CRD#: 4687759
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Thomas Schlipmann (CRD# 4687759) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

59
Stephanie J. Stein
CRD#: 5662542
2323 N. Mayfair Road, Suite 240, Milwaukee, WI 53226

Stephanie Stein (CRD# 5662542) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.

60
Patrick J. Stimson
CRD#: 5909274
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Patrick Stimson (CRD# 5909274) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 11 years of experience in the finance industry.

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