C
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2018
- Office Locations
- 1
Office Locations
-- Fallbrook CA
About Cortina Capital, LLC
Cortina Capital, LLC is a Fallbrook-based RIA. The firm has been operating for 8 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and TD Ameritrade.
Team overview
40 AVG AGE
$2.6M AVG AUM / ADVISOR
$220.8K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MICHAEL PAUL CORTINA
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5042163
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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