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Building 2TROTT BROOK FINANCIAL

Map pinANOKA, MN
Phone(763) 213-1000
NotebookSEC #801-124792
Total AUM
$81M
Employees
2
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3601 THURSTON AVE
SUITE 102
ANOKA
MN 55303
United States
Operating Hours
8 - 4:30
Monday - Friday
Phone
(763) 213-1000

ReceiptFinancials

Total AUM
$81M
Accounts
358
Discretionary
$81M
Accounts
358
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$39.1M
HNW Individual Clients
39
AUM
$41.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

HandshakeAffiliates

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

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