TROTT BROOK FINANCIAL, INC.

TROTT BROOK FINANCIAL
ANOKA, Minnesota·1 registered advisor·CRD# 290962
SEC# 801-1247920(763) 213-1000
01

Firm Overview

AUM
$81M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TROTT BROOK FINANCIAL, INC.

1 registered advisor
James Warren Steffen
ANOKA, Minnesota
05

Office Locations

ANOKA, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. TROTT BROOK FINANCIAL, INC. (CRD# 290962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.