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Part 2A of Form ADV: Firm Brochure Item 1Cover Page David E. Kaplan, CPA, CFA President December 31, 2017, This brochure provides information about the qualifications and business practices of Cottonwood
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Cottonwood Asset Management LLC is a registered investment advisory firm.
Cottonwood Asset Management LLC is required to file with regulatory authorities such as the Securities and Exchange Commission (SEC).
To fill out Cottonwood Asset Management LLC, one must provide detailed information about the firm's operations, financials, and compliance procedures.
The purpose of Cottonwood Asset Management LLC is to provide investment advisory services to clients and manage their assets effectively.
Information such as the firm's assets under management, investment strategies, key personnel, and any conflicts of interest must be reported on Cottonwood Asset Management LLC.
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