COTTONWOOD ASSET MANAGEMENT LLC

COTTONWOOD ASSET MANAGEMENT LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 153036). Regulatory assets under management: $15.9M.

Registration

• CRD: 153036
• Type: Registered investment adviser
• Location: 4505 SOUTH WASATCH BLVD, SALT LAKE CITY, UT, 84124
• Phone: 801-520-1353
• Latest filing: 2026-04-02
• Regulatory AUM: $15.9M
• Discretionary AUM: $15.9M
• Clients: 3
• Accounts: 67

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153036 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search