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TREK FINANCIAL

Tel: (480) 483-1510
8355 East Hartford Drive
Suite 105
Scottsdale, Arizona  85255

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TREK FINANCIAL

TREK FINANCIAL is a Scottsdale, Arizona based financial advisory firm with nearly $2,260,449,578 in assets under management and provides investment advisory services for 4584 clients. There are currently 55 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

109376

SEC#:

801-58087

No. of Clients:

4584

Assets under Management

$2,260,449,578

No. of Advisors:

55

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