Cortland Associates Inc.

Cortland Associates Inc. (CRD# 104681) is a financial advisory firm headquartered in St. Louis, MO. They manage $917,000,000 in 406 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    917
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $2,258,621
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, CO, CT, FL, IL, IN, MA, MI, MO, NE, NJ, NY, TX

Financial Advisors at Cortland Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
William M. Carey
CRD#: 1793529
8000 Maryland Avenue, Suite 730, St. Louis, MO 63105

William Carey (CRD# 1793529) is an Investment Advisor Representative working at Cortland Associates Inc. in St. Louis, MO and has over 32 years of experience in the finance industry.

2
John D. O'keefe
CRD#: 351703
8000 Maryland Avenue, Suite 730, St. Louis, MO 63105

John O'keefe (CRD# 351703) is an Investment Advisor Representative working at Cortland Associates Inc. in St. Louis, MO and has over 34 years of experience in the finance industry.

3
Thomas R. Podlesny
CRD#: 1447010
8000 Maryland Avenue, Suite 730, St. Louis, MO 63105

Thomas Podlesny (CRD# 1447010) is an Investment Advisor Representative working at Cortland Associates Inc. in St. Louis, MO and has over 28 years of experience in the finance industry.

4
Matthew J. Hicks
CRD#: 1282087
Ridgefield, CT

Matthew Hicks (CRD# 1282087) is an Investment Advisor Representative working at Cortland Associates Inc. in Ridgefield, CT and has over 29 years of experience in the finance industry.

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