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. 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

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

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Recent M&A activity

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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