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Building 2COTTONWOOD CAPITAL ADVISORS

Map pinIRVING, TX
Phone9725734030
NotebookSEC #801-127478
Total AUM
$347.3M
Employees
5
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 DECKER COURT SUITE 730
IRVING
TX 75062
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
9725734030

ReceiptFinancials

Total AUM
$347.3M
Accounts
640
Discretionary
$347.3M
Accounts
640
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$49.9M
HNW Individual Clients
81
AUM
$245.9M
Pooled Vehicle Clients
4
AUM
$20.5M
Charitable Organization Clients
1
AUM
$3.1M
Corporation or Business Clients
14
AUM
$27.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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