SEC Form ADV

TREK FINANCIAL

Registered Investment AdviserAZ
$2.8B
Assets Under Management
10,768
Total Clients
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Registration Details

Accession
CRD-109376
Location
SCOTTSDALE, AZ
Filing Date
May 21, 2026
AUM
$2.8B
Total Clients
10,768
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

TREK FINANCIAL is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $2.8B in assets across 10,768 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.