Cottonwood Asset Management LLC
Cottonwood Asset Management LLC (CRD# 153036) is a financial advisory firm headquartered in Slc, UT. They manage $5,200,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$208,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
David Kaplan (CRD# 2321224) is an Investment Advisor Representative working at Cottonwood Asset Management LLC in Sandy, UT and has over 23 years of experience in the finance industry.