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 is SEC-registered, with registration dating back to 1999. The firm is owned by an individual and is classified in the dataset as "Unclassified." Available records identify it as neither a capital allocator nor an active ESG investor. The FINTRX snapshot also flags several structural attributes: Bd|Cortina is not listed as a multistate adviser, is not newly formed, and is not identified as a pension consultant or as a related adviser to another registered entity. Publicly available summary fields for client base, fee structure, and the firm's core business or advisory activities are not specified in the source data.

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

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Recent filings

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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