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).
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Total Assets Under Management8,484MILLION
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Total Number of Accounts15,723ACCOUNTS
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Average Account Value$539,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
Robert Marchese (CRD# 2841295) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 26 years of experience in the finance industry.
Daniel Matola (CRD# 5613814) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Milwaukee, WI and has over 15 years of experience in the finance industry.
Mohini McCormick (CRD# 2222655) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 31 years of experience in the finance industry.
Janelle McCreary (CRD# 4657309) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Denver, CO and has 1 year of experience in the finance industry.
Allan Myer (CRD# 4281727) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in North Haven, CT and has over 11 years of experience in the finance industry.
Daniel Nakano (CRD# 5169330) 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.
Ben Niu (CRD# 6825255) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
John O'connor (CRD# 3196859) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 24 years of experience in the finance industry.
Katherine Ozog (CRD# 5322210) 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.
Mark Paccione (CRD# 4775789) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Raleigh, NC and has over 20 years of experience in the finance industry.