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 registered with the SEC since 1999. Public records identify individual ownership and classify the firm as unclassified rather than under a specific advisory subtype. The firm is not flagged as a capital allocator, is not designated a multi-state adviser, is not active on ESG investing, and is not listed as a pension consultant or related adviser. The firm has provided minimal detail about its client roster, fee arrangements, or specific advisory and business activities. That limited disclosure, together with the individual ownership structure and long-standing SEC registration, is consistent with a small, privately held advisory practice rather than a large institutional platform.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Glenn Boschetto

    Senior Vice PresidentCRD 1873370

  • Steven Bates

    Managing MemberCRD 2417934

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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