1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TROTT BROOK FINANCIAL

Map pinANOKA, MN
Phone(763) 213-1000
NotebookSEC #801-135880
Total AUM
$120.5M
Employees
3
Clients
155

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
$120.5M
Accounts
389
Discretionary
$120.5M
Accounts
389
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
122
AUM
$70.5M
HNW Individual Clients
33
AUM
$50M

Briefcase businessServices

View ADV Part 2 brochures →

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

View all affiliates →

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

Feature requires an account