CURI RMB CAPITAL, LLC

One North Wacker Drive
Suite 3500
Chicago, Illinois 60606
Tel: 312-993-5800

About CURI RMB CAPITAL, LLC

CURI RMB CAPITAL, LLC, formally registered with the SEC as CURI RMB CAPITAL, LLC. The firm was established in 02/15/2005. They have over 11 offices throughout the country.

CURI RMB CAPITAL, LLC is a Chicago, Illinois based Financial Planning firm with nearly $8,484,055,573 assets under management, offering retirement planning & investment advisory services to 15723 clients. The firm is staffed with 185 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134249
SEC#	801-63939
Assets Managed by Firm	$8,484,055,573
No. of Clients	15723
No. of Advisors	185

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES)

Firm Client Information

	No. of Clients	AUM
Firm Total	15723	$8,484,055,573
Individuals (other than high net worth individuals)	1264	$445,941,674
High net worth individuals	1513	$5,708,480,974
Pension and profit sharing plans	6	$62,010,321
Charitable organizations	38	$174,838,211
Other investment advisers	Fewer than 5 clients	$502,475
Corporations or other businesses	22	$347,670,692

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