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 61 - 70 of 85 top financial advisors.
61
Katie L. Strother
CRD#: 6550365
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Katie Strother (CRD# 6550365) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

62
Margo K. Sweany
CRD#: 5555447
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Margo Sweany (CRD# 5555447) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

63
Erica J. Tarantur
CRD#: 5443575
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Erica Tarantur (CRD# 5443575) 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.

64
Sarah C. Tims
CRD#: 4606746
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Sarah Tims (CRD# 4606746) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

65
Charles H. Travis
CRD#: 1025939
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Charles Travis (CRD# 1025939) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 42 years of experience in the finance industry.

66
Jonathan L. Autry
CRD#: 5962886
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Jonathan Autry (CRD# 5962886) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

67
Aaron A. Ayala
CRD#: 6907472
115 S. Lasalle, 34th Floor, Chicago, IL 60603

Aaron Ayala (CRD# 6907472) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has 1 year of experience in the finance industry.

68
Joseph M. Bruno
CRD#: 7045500
500 Momany, Suite 200, Saint Joseph, MI 49085

Joseph Bruno (CRD# 7045500) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Saint Joseph, MI and has 1 year of experience in the finance industry.

69
Samuel L. Buchenau
CRD#: 7316987
250 Filmore Street, Suite 600, Denver, CO 80206

Samuel Buchenau (CRD# 7316987) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Denver, CO and has over 3 years of experience in the finance industry.

70
Alex Christiansen
CRD#: 7722115
10361 West Innovation Drive, Suite 350, Milwaukee, WI 53226

Alex Christiansen (CRD# 7722115) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

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