TROTTA, JOHN (NMN)
Legal name: FINANCIAL ADVISOR NETWORK, INC.
CRD #125537 SEC #801-79944 FARMINGDALE, NY 631-226-9046
SEC Registered
Total AUM
$146M
Discretionary
$146M
Employees
5
Clients
0
Accounts
394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $146M | $146M | $0 | 5 | 0 |
| Feb 2024 | $140M | $140M | $0 | 5 | 0 |
| Feb 2023 | $135M | $135M | $0 | 5 | 0 |
| Feb 2022 | $130M | $130M | $0 | 5 | 0 |
| Mar 2021 | $113M | $113M | $0 | 5 | 0 |
| Jun 2020 | $70M | $70M | $0 | 5 | 0 |
| Apr 2020 | $70M | $70M | $0 | 5 | 0 |
| Feb 2019 | $60M | $60M | $0 | 5 | 0 |
| Feb 2018 | $60M | $60M | $0 | 5 | 0 |
| May 2017 | $56.1M | $56.1M | $0 | 5 | 100 |
| Feb 2017 | $56.1M | $56.1M | $0 | 5 | 100 |
| Feb 2016 | $36M | $36M | $0 | 5 | 100 |
| Jan 2015 | $39.9M | $39.9M | $0 | 5 | 26 |
| Jun 2014 | $37.4M | $37.4M | $0 | 2 | 26 |
DateFeb 2025
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees5
Clients100
DateFeb 2017
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees5
Clients100
DateFeb 2016
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients100
DateJan 2015
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees5
Clients26
DateJun 2014
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees2
Clients26