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Charles Hafner Travis

Curi Rmb Capital, LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Curi Rmb Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,786 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$2,500

Location

One North Wacker Drive, Suite 3500, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Curi Capital, LLC
September 2007 - Present · 18 yrs 5 mos
Previous Registrations
First Albany Capital INC.
November 2004 - June 2006 · 1 yr 7 mos
Fa Asset Management INC.
January 2003 - April 2007 · 4 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.