|
⚲
|
| Trotta John NMN
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|
|
|---|---|
| CRD # | 125537 |
| SEC # | 801-79944 |
| CIK # | |
| AUM | $135.0 M (2026-02-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 631-226-9046 |
| Address | 1111 Route 110 Farmingdale, NY 11735 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 45.0 |
| (b) Individuals (high net worth individuals) | 47 | 90.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 135.0 |
| By Discretionary | ||
| Discretionary | 315 | 135.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 135.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.0 | |
| Total | 315 | 135.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Canaccord Genuity Wealth Management USA Inc
✚
|
0.1 | |
|
Dover Investment Advisory Corporation
✚
|
0.1 | |
|
KULT Wealth Management Group LLC
✚
|
WI | 0.1 |
|
FORS Financial Consulting PS
✚
|
WA | 0.1 |
|
RW Baker Wealth Management Group LLC
✚
|
WY | 0.1 |
|
SEAL Cove Capital LLC
✚
|
0.1 | |
|
PUFF Wealth Management LLC
✚
|
NJ | 0.1 |
|
Calder Financial LLC
✚
|
0.1 | |
|
Clarion Advisors Inc
✚
|
CA | 0.1 |
|
Longbow Asset Management
✚
|
OK | 0.1 |