Overview
Assets Under Management: $251 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 617
Discretionary Accounts: 583
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 311272
Last Filing Date: 2024-02-23 00:00:00
Website: https://cottonwoodws.com