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 categorized in the source data as "unclassified." The dataset indicates the adviser is not a capital allocator, does not self-identify as an active ESG investor, and is not a multi-state or newly formed adviser. The firm did not supply details about its client types, fee model, advisory services, or investment approaches in the provided material.
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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