Cotton Financial Advisors,Inc. is a large advisory firm based in Lynnwood. It manages $75.68 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Texas and Washington.
Cotton Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cotton Financial Advisors,Inc. is $75.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cotton Financial Advisors,Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kathleen Laura Cotton has been acting as President since 1 Dec 1992. Darron L. Kuehn joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cotton Financial Advisors,Inc. performs its advisory services is located at 19009 33 Rd Avenue W, Suite 310, Lynnwood, WA 98036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-672-6050 or by fax 425-672-1699. The normal business hours are by appointment on Other. You can find more information about the New York firm at www.cottonfinancial.com.