linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor Lance Isham

Curi RMB Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Trevor? Claim Your Profile

About Trevor Lance Isham

Trevor Lance Isham is a financial advisor at Curi RMB Capital, LLC. He is registered with the state of Illinois and Wisconsin. Trevor has been a financial advisor since 2013 and has experience providing financial planning, portfolio management, and pension consulting services. Trevor holds the Series 7 and Series 65 licenses. He is a Certified Financial Planner. Trevor also worked for RONIN CAPITAL, LLC in Chicago, IL.

Firm Information

Trevor Isham is currently registered with Curi RMB Capital, LLC. Curi RMB Capital, LLC is an investment advisor headquartered in Chicago, Illinois. The firm provides a wide range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They also offer selection of other advisers and serve a variety of clients, including high-net-worth individuals, investment companies, corporations, and insurance companies. The firm has over $8 billion in assets under management.
Curi RMB Capital, LLC

ONE NORTH WACKER DRIVE

CHICAGO, IL 60606

$8.48B

Assets Under Management

81

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Trevor Isham’s Registration & Firm History

IL

10/04/2022 - Present

Curi RMB Capital, LLC (CHICAGO IL)

IL

08/24/2011 - 09/28/2011

RONIN CAPITAL, LLC (CHICAGO IL)

Not sure if Trevor Lance Isham is right for you?

Licenses & Designations

IA

Issued 12/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Lance Isham.
Not sure if Trevor Lance Isham is right for you?