Cottonwood Asset Management LLC

Cottonwood Asset Management LLC (CRD# 153036) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $16,676,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4055 South Wasatch Blvd, #300, Salt Lake City, UT 84124
http://www.cottonwoodasset.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $175,537
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Cottonwood Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Kaplan, financial advisor Sandy UT
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 31 years of experience in the finance industry.

2
Ryan O'shea, financial advisor Salt Lake City UT
Ryan C. O'shea
CRD#: 5470484
4055 South Wasatch Blvd, #300, Salt Lake City, UT 84124

Ryan O'shea (CRD# 5470484) is an Investment Advisor Representative working at Cottonwood Asset Management LLC in Salt Lake City, UT and has over 16 years of experience in the finance industry.

3
Daren Wright, financial advisor Salt Lake City UT
Daren S. Wright
CRD#: 4482142
4055 South Wasatch Blvd, #300, Salt Lake City, UT 84124

Daren Wright (CRD# 4482142) is an Investment Advisor Representative working at Cottonwood Asset Management LLC in Salt Lake City, UT and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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