COTTONWOOD CAPITAL ADVISORS - Financial Advisor in Texas, Irving

Tel: 9725734030 105 Decker Court Suite 730 Irving, Texas 75062

About COTTONWOOD CAPITAL ADVISORS

COTTONWOOD CAPITAL ADVISORS is a Irving, Texas based financial advisory firm with nearly $252,589,878 in assets under management and provides investment advisory services for 196 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

322366

Firm SEC#:

801-127478

Assets Under Management:

$252,589,878

No. of Clients:

196

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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