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CORTLAND ASSOCIATES INC
8000 Maryland Avenue, Suite 730
St. Louis, Missouri 63105
Tel: 314-726-6164
About CORTLAND ASSOCIATES INC
CORTLAND ASSOCIATES INC, formally registered with the SEC as CORTLAND ASSOCIATES INC. The firm was established in 04/20/1989. They have over 2 offices throughout the country.
CORTLAND ASSOCIATES INC is a St. Louis, Missouri based Financial Planning firm with nearly $788,000,000 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104681 |
| SEC# | 801-34183 |
| Assets Managed by Firm | $788,000,000 |
| No. of Clients | 396 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 396 | $788,000,000 |
| Individuals (other than high net worth individuals) | 195 | $71,200,000 |
| High net worth individuals | 194 | $691,600,000 |
| Pension and profit sharing plans | 5 | $9,700,000 |
| Charitable organizations | 2 | $15,500,000 |
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