Trott Brook Financial Inc

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Assets, Funds, Holdings

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Trott Brook Financial Inc
CRD #290962
SEC #801-124792
CIK #
AUM $81.0 MM (2024-03-28)
Employees 2 (50% Investors, 50% Brokers)
Phone763-213-1000
Address3601 Thurston Ave
Anoka, MN 55303
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 110 39.1
(b) Individuals (high net worth individuals) 39 41.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 358 81.0
By Discretionary
Discretionary 358 81.0
Non-Discretionary 0 0.0
Total 358 81.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 81.0
Total 358 81.0
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