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 SEC-registered since 1999. The firm is owned by an individual and is classified as "unclassified" in the source dataset. The FINTRX snapshot indicates it is not a capital allocator and flags several negative attributes: it is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. The dataset supplied contains very limited operational detail. No investment preferences, target client segments, fee schedule, or descriptions of advisory activities were provided in the source material, so those items cannot be described from the available information.
Assets & Accounts
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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