Cottonwood Asset Management LLC

Cottonwood Asset Management LLC (CRD# 153036) is a financial advisory firm headquartered in Slc, UT. They manage $5,000,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.


Financial Advisors at Cottonwood Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
David E. Kaplan
CRD#: 2321224
Sandy, UT

David Kaplan (CRD# 2321224) is an Investment Advisor Representative working at Cottonwood Asset Management LLC in Sandy, UT and has over 25 years of experience in the finance industry.

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