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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 $252,589,878 assets under management, offering retirement planning & investment advisory services to 196 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 | $252,589,878 |
| No. of Clients | 196 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 196 | $252,589,878 |
| Individuals (other than high net worth individuals) | 119 | $47,470,592 |
| High net worth individuals | 61 | $169,257,318 |
| Charitable organizations | Fewer than 5 clients | $2,861,466 |
| Corporations or other businesses | 13 | $28,091,686 |
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