TROTT BROOK FINANCIAL
  • TROTT BROOK FINANCIAL
  • TROTT BROOK FINANCIAL, INC.

Adviser Profile

As of Date 04/23/2026
Registration SEC, Approved, 04/17/2026
Other registrations (6)
Former registrations

TROTT BROOK FINANCIAL, INC.

TROTT BROOK FINANCIAL, INC.

ADV Location ANOKA, MN, United States
Contact Info (76 xxxxxxx
Websites
AUM* 120,465,881
of that, discretionary 120,465,881
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 309,681
% High Net Worth 21.29%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

120M 103M 86M 69M 52M 34M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees