TrueAdvisor
TrueAdvisor
AC
AC

Alex Christiansen

Curi Rmb Capital, LLC
2 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

10361 West Innovation Drive, Suite 350, Milwaukee, WI, 53226

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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
June 2023 - Present · 2 yrs 8 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.