Cortina Capital, LLC

RIASEC Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$221K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
297218
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cortina Capital, LLC is a small, privately held limited liability company that provides portfolio management for individuals and small businesses. The firm bills fees as a percentage of assets under management and reports an owner-type of "individual." It is not positioned as an institutional or capital-allocating manager: the firm is not a pension consultant, not a related adviser, not a multi-state adviser, and it does not self-identify as an active ESG investor. Business activity is focused on discretionary portfolio management for individual and family clients. The firm is not newly formed and does not flag broader institutional advisory services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Derivatives 90%, Exchange Traded Equities 10%90%
  • Derivatives90%
  • Exchange Traded Equities10%

Contacts

1 of 1
  • Michael Cortina

    Michael Cortina

    Financial AdvisorCRD 5042163

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth