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Building 2CORTINA ASSET MANAGEMENT, LLC

Map pinMILWAUKEE, WI
Phone414-225-7399
NotebookSEC #801-63066
Total AUM
$1.7B
Employees
17
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
825 NORTH JEFFERSON STREET
SUITE 400
MILWAUKEE
WI 53202
United States
Operating Hours
7:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
414-225-7399

ReceiptFinancials

Total AUM
$1.7B
Accounts
50
Discretionary
$1.7B
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
14
AUM
$43.9M
Investment Company Clients
2
AUM
$234M
Pension/Profit Sharing Plan Clients
5
AUM
$469M
Charitable Organization Clients
12
AUM
$53.1M
Government Entity Clients
8
AUM
$399.3M
Insurance Company Clients
1
AUM
$153M
Corporation or Business Clients
5
AUM
$340.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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