Bd|Cortina

Broker-DealerFINRA Member
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 with individual ownership. Publicly available intelligence on the firm is sparse: the firm’s snapshot does not disclose a stated client base, fee schedule, or specific advisory and business activities. Classification is listed as “unclassified,” and the profile does not identify Bd|Cortina as a capital allocator or as an active ESG investor. The snapshot also flags several operational attributes: the adviser is not identified as multi-state, not newly formed, not a pension consultant, and not a related adviser. FINTRX records show no reported client or assets figures and list two office locations without address detail. Given the limited disclosure, there is little available to assess target clients, investment approach, or product use beyond these administrative descriptors.

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth