Allan Avron Myer

Curi Rmb Capital, LLC

22 Years of Experience

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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

North Haven, CT

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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.

Employment History

Current Registrations

Curi Capital, LLC

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Burnham Asset Management CORP

March 2014 - October 2016 · 2 yrs 7 mos

Burnham Securities INC.Broker

November 2003 - April 2016 · 12 yrs 5 mos

State Registrations2 states

CAIL

Advisor

Exams

No exam information available for this advisor.