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Financial ADVSR advisor directory · SEC adviser records

Cottonwood Asset Management LLC financial advisors

Every SEC-registered investment adviser representative at Cottonwood Asset Management LLC, by the state and city of the office they work from.

The short answer

4 registered advisors work at Cottonwood Asset Management LLC, in 1 state and 2 cities; the most are in Salt Lake City, UT (3). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Cottonwood Asset Management LLC advisor by name →Who joined and left Cottonwood Asset Management LLC →

Cities with the most Cottonwood Asset Management LLC advisors

Salt Lake City, UT 3Sandy, UT 1

Cottonwood Asset Management LLC advisors by state

Cottonwood Asset Management LLC in Utah 4

Salt Lake City 3Sandy 1

Questions

How many financial advisors does Cottonwood Asset Management LLC have?

4 investment adviser representatives are registered with Cottonwood Asset Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Cottonwood Asset Management LLC have the most advisors?

Salt Lake City, UT, with 3 registered advisors, then Sandy, UT (1). By state, Utah has the most, with 4.

How do I find a Cottonwood Asset Management LLC financial advisor near me?

Pick your state below, then your city, to see every Cottonwood Asset Management LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Cottonwood Asset Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →