Assets Under Management
$9.8B
Number of Clients
2,786
Number of Advisors
91
Average Client AUM
$3.5M
AUM per Advisor
$108.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Curi Capital provides advisory services and investment solutions. Services include Wealth Management, Asset Management, Retirement Plan Solutions, Wealth Builder, and Family Office Services. They focus on personalized financial plans and investment strategies tailored to client needs, collaborating with other advisors to maintain a well-informed perspective.
One North Wacker Drive, Suite 3500, Chicago, IL, 60606