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TREK FINANCIAL
SCOTTSDALE, AZ
(480) 483-1510
SEC #801-58087Total AUM
$2.8B
Employees
55Clients
4,688Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8355 EAST HARTFORD DRIVE
SUITE 105
SCOTTSDALE
AZ 85255
United States
SUITE 105
SCOTTSDALE
AZ 85255
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Monday - Friday
Phone
(480) 483-1510
Other Offices
33
Financials
Total AUM
$2.8B
Accounts
10,768Discretionary
$2.8B
Accounts
10,768Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,869AUM
$932.1M
HNW Individual Clients
670AUM
$1.5B
Pension/Profit Sharing Plan Clients
114AUM
$196.4M
Charitable Organization Clients
11AUM
$80.1M
Corporation or Business Clients
24AUM
$106.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.