3424 Peachtree Road Ne
Suite 300
Atlanta, Georgia 30326
Tel: 404-965-3988
CORTLAND INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CORTLAND INVESTMENT MANAGEMENT, LLC. The firm was established in 01/28/2019. They have over 7 offices throughout the country.
CORTLAND INVESTMENT MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $5,959,125,031 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 117 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 299369 |
SEC# | 801-114572 |
Assets Managed by Firm | $5,959,125,031 |
No. of Clients | 6 |
No. of Advisors | 117 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6 | $5,959,125,031 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
$36,456,698,506 | 10 | 880 | |
$31,849,152,281 | 25685 | 37 | |
$30,525,816,142 | 16 | 106 |
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