SEC Form ADV

TREK FINANCIAL

Firm profile: Trek Financial — investment focus, AUM, decision-makers and all regulatory filings

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
SEC EDGAR: View original filing →

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.

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