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. 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
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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