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 SEC-registered since 1999. FINTRX classifies ownership as individual and lists the firm’s regulatory classification as unclassified. The profile in the database contains minimal detail on the firm’s business and advisory activities; fields for client base, fee structure and specific investment preferences are not populated. The record flags several negative indicators rather than service lines: Bd|Cortina is not identified as a capital allocator, is not active on ESG, is not a multi-state adviser, is not a pension consultant and is not listed as a related adviser. Those entries, combined with the sparse descriptive data, suggest the FINTRX entry is limited in scope rather than providing a full operational rundown.

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth