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Curi Capital, LLC CRD 134249
$11.6B regulatory AUM 84 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-12-05 |
| WI | RA | APPROVED | 2017-12-05 |
Branch Locations
2323 N. Mayfair Road Suite 240, Milwauikee, WI 53226 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobus Wealth Management, Inc. | Milwaukee | WI | 06/2002 | 11/2017 |
| Rmb Capital Management Llc | Chicago | IL | 12/2017 | Present |
Dan serves as the President and Treasurer of a family real estate holding company. He reviews financials and assists with corporate matters and receives a nominal fee associated with those services.Dan also sits on the board of directors for a beverage distribution company and receives a fee for meetings three times per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-11 |
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