Bd|Cortina

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
46284
Registered since
January 6, 1999

Firm profile

FINTRX

Overview

Bd|Cortina is organized as a limited liability company and has been registered with the SEC since 1999. The firm is individually owned and is classified in public records as "unclassified." Public filings and the FINTRX snapshot indicate it is not positioned as a capital allocator and does not identify itself as an active ESG investor. It is also not flagged as a multistate adviser, a newly formed adviser, a pension consultant, or as having a related adviser relationship. The firm has not supplied detail on its client types, fee arrangements, advisory services, or broader business activities in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Glenn Boschetto

    Senior Vice PresidentCRD 1873370

  • Steven Bates

    Managing MemberCRD 2417934

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
2110 E Murray Holladay Rd
Time zone
MT (UTC-7)
Office locations

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