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COTTONWOOD ASSET MANAGEMENT LLC
CRD 153036
4505 SOUTH WASATCH BLVD, #300, SALT LAKE CITY, UT, 84124, United States
Phone
801-520-1353
Fax
801-559-0116
Registration
— (—)
Source
State registered
Total AUM
$15.9M
Discretionary AUM
$15.9M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $4.0M |
| High net worth individuals | 16 | $11.9M |
All web addresses on file
Official SEC filing: View on IAPD