Cortina Asset Management, LLC

Cortina Asset Management, LLC (CRD# 131394) is a financial advisory firm headquartered in Milwaukee, WI. They manage $2,308,450,000 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,308
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $22,412,136
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Cortina Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian R. Bies
CRD#: 2457017
825 N. Jefferson Street, Suite 400, Milwaukee, WI 53202
93
Wealthminder
score

Brian Bies (CRD# 2457017) is an Investment Advisor Representative working at Cortina Asset Management, LLC in Milwaukee, WI and has over 21 years of experience in the finance industry.

2
Steven R. Lilly
CRD#: 2655666
825 North Jefferson Street, Suite 400, Milwaukee, WI 53202
93
Wealthminder
score

Steven Lilly (CRD# 2655666) is an Investment Advisor Representative working at Cortina Asset Management, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.

3
John C. Potter
CRD#: 2521638
825 N. Jefferson Street, Suite 400, Milwaukee, WI 53202
93
Wealthminder
score

John Potter (CRD# 2521638) is an Investment Advisor Representative working at Cortina Asset Management, LLC in Milwaukee, WI and has over 22 years of experience in the finance industry.

4
Thomas J. Eck
CRD#: 4064946
825 N. Jefferson Street, Suite 400 400, Milwaukee, WI 53202
67
Wealthminder
score

Thomas Eck (CRD# 4064946) is an Investment Advisor Representative working at Cortina Asset Management, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

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