Bd|Cortina
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 46284
- Registered since
- January 6, 1999
Firm profile
FINTRXOverview
Bd|Cortina is organized as a limited liability company and has been registered with the SEC since 1999. Public records identify individual ownership and classify the firm as unclassified rather than under a specific advisory subtype. The firm is not flagged as a capital allocator, is not designated a multi-state adviser, is not active on ESG investing, and is not listed as a pension consultant or related adviser. The firm has provided minimal detail about its client roster, fee arrangements, or specific advisory and business activities. That limited disclosure, together with the individual ownership structure and long-standing SEC registration, is consistent with a small, privately held advisory practice rather than a large institutional platform.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Glenn Boschetto
Senior Vice PresidentCRD 1873370
Steven Bates
Managing MemberCRD 2417934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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