COTTONWOOD WEALTH STRATEGIES, LLC
Tel: 385-853-5000 650 South 500 West Suite #176 Salt Lake City, Utah 84101
About COTTONWOOD WEALTH STRATEGIES, LLC
COTTONWOOD WEALTH STRATEGIES, LLC is a Salt Lake City, Utah based financial advisory firm with nearly $250,523,932 in assets under management and provides investment advisory services for 617 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
311272
Firm SEC#:
801-119782
Assets Under Management:
$250,523,932
No. of Clients:
617
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pesnsion consulting services, Selection for other advisors
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