COTTONWOOD WEALTH STRATEGIES, LLC - Financial Advisor in Utah, Salt Lake City

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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