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COTTONWOOD CAPITAL ADVISORS
105 Decker Court Suite 730
Irving, Texas 75062
Tel: 9725734030
About COTTONWOOD CAPITAL ADVISORS
COTTONWOOD CAPITAL ADVISORS, formally registered with the SEC as COTTONWOOD CAPITAL ADVISORS. The firm was established in 03/21/2023. They have over 1 offices throughout the country.
COTTONWOOD CAPITAL ADVISORS is a Irving, Texas based Financial Planning firm with nearly $212,512,183 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322366 |
| SEC# | 801-127478 |
| Assets Managed by Firm | $212,512,183 |
| No. of Clients | 504 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 504 | $212,512,183 |
| Individuals (other than high net worth individuals) | 121 | $48,043,258 |
| High net worth individuals | 55 | $142,589,162 |
| Charitable organizations | Fewer than 5 clients | $2,808,195 |
| Corporations or other businesses | 11 | $19,071,568 |
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