Ann Elizabeth Guntli

CFA

Curi Rmb Capital, LLC

8 Years of Experience

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

Get directions

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

January 2017 - Present · 9 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.