Trotter Capital Management, Inc. is an adviser based in Duncanville. It manages $35 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Trotter Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trotter Capital Management, Inc. is $35 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trotter Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ide Trotter has been acting as President since 1 Apr 1990. Ide Peebles Trotter joined the executive team most recently as the President/Chief Compliance Officer.
The principal office where Trotter Capital Management, Inc. performs its advisory services is located at 1215 Rock Springs Road, Duncanville, TX 75137 2839, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-396-7167 or by fax 972-572-7315. The normal business hours are 10:00 am to 3:00 pm on Monday - Friday.