Cortland Associates

Trust Score 96%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Cortland Associates, federally registered in 1989, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 2 advisors. Cortland Associates manages $652.0 million and provides investment advisory services for 402 clients (1:201 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,621,890
Hybrid Advisor No
Disciplinary History No
Total AUM $652.0 million
Advisor / Client Ratio 1:201
Headquarters Louis, MO
SEC Filings Forms and Brochures    (CRD # 104681)
State(s) Registered CA, CT, FL, IL, IN, MA, MI, MO, NE, NJ, NY, TX

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