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
55
Employees
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Registration Details

Accession
crd-109376
Location
SCOTTSDALE, AZ
Filing Date
July 10, 2026
AUM
$2.8B
Institutional Clients
125
Employees
55
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

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