TROTT BROOK FINANCIAL, INC.
Legal name: TROTT BROOK FINANCIAL
CRD #290962 SEC #801-124792 ANOKA, MN (763) 213-1000
SEC Registered
Total AUM
$81M
Discretionary
$81M
Employees
2
Clients
101
Accounts
358
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $81M | $81M | $0 | 2 | 8 |
| Feb 2024 | $81M | $81M | $0 | 2 | 8 |
| Feb 2024 | $81M | $81M | $0 | 2 | 8 |
| Sep 2023 | $97.4M | $97.4M | $0 | 2 | 10 |
| Apr 2023 | $97.4M | $97.4M | $0 | 2 | 10 |
| Mar 2023 | $97.4M | $97.4M | $0 | 2 | 10 |
| Mar 2023 | $97.4M | $97.4M | $0 | 2 | 10 |
| Feb 2023 | $97.4M | $97.4M | $0 | 2 | 10 |
| Sep 2022 | $111M | $111M | $0 | 3 | 15 |
| Apr 2022 | $111M | $111M | $0 | 3 | 15 |
| Mar 2022 | $111M | $111M | $0 | 3 | 15 |
DateMar 2024
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees2
Clients8
DateFeb 2024
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees2
Clients8
DateFeb 2024
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees2
Clients8
DateSep 2023
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees2
Clients10
DateApr 2023
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees2
Clients10
DateMar 2023
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees2
Clients10
DateMar 2023
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees2
Clients10
DateFeb 2023
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees2
Clients10
DateSep 2022
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients15
DateApr 2022
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients15
DateMar 2022
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients15