Cortland Associates Inc.

Cortland Associates Inc. (CRD# 104681) is a financial advisory firm headquartered in Saint Louis, MO. They manage $605,000,000 in 744 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    605
    MILLION
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $813,172
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, FL, IL, IN, MA, MI, MO, NE, NY, TX

Financial Advisors at Cortland Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William M. Carey
CRD#: 1793529
8000 Maryland Avenue, Suite 730, Saint Louis, MO 63105
93
Wealthminder
score

William Carey (CRD# 1793529) is an Investment Advisor Representative working at Cortland Associates Inc. in Saint Louis, MO and has over 27 years of experience in the finance industry.

2
Thomas R. Podlesny
CRD#: 1447010
8000 Maryland Avenue, Suite 730, Saint Louis, MO 63105
93
Wealthminder
score

Thomas Podlesny (CRD# 1447010) is an Investment Advisor Representative working at Cortland Associates Inc. in Saint Louis, MO and has over 23 years of experience in the finance industry.

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