Benjamin Albrecht, financial advisor Chicago IL

Benjamin Albrecht

CRD Number: 4574728
Current Firm: Rmb Capital Management

Benjamin Albrecht (CRD# 4574728) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 18 years of experience in the finance industry. Benjamin Albrecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rmb Capital Management, LLC Chicago, IL Jan 2009 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Benjamin J. Albrecht
Phone Number: 312-993-5800
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    8,439
    MILLIONS
  • Total Number of Accounts
    17,635
    ACCOUNTS
  • Average Account Value
    $478,522
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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