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TROTT BROOK FINANCIAL

TROTT BROOK FINANCIAL, INC.

CRD 290962 · SEC 801-135880

Visit website

3601 THURSTON AVE, SUITE 102, ANOKA, MN, 55303, United States

Phone

(763) 213-1000

Fax

(763) 213-1001

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$120.5M

Discretionary AUM

$120.5M

Team

3 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals122$70.5M
High net worth individuals33$50.0M

States served

MN, FL

All web addresses on file

Official SEC filing: View on IAPD