TROTT BROOK FINANCIAL, INC.

TROTT BROOK FINANCIAL, INC. of ANOKA, MN is an SEC-registered investment adviser (CRD 290962). Regulatory assets under management: $120.5M.

Registration

• CRD: 290962
• SEC file number: 801-135880
• Type: Registered investment adviser
• Location: 3601 THURSTON AVE, SUITE 102, ANOKA, MN, 55303
• Phone: (763) 213-1000
• Latest filing: 2026-04-23
• Regulatory AUM: $120.5M
• Discretionary AUM: $120.5M
• Clients: 3
• Accounts: 389

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290962 on SEC IAPD (source of record)
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