Also known as trek financial
Trek Financial is a nationwide network of independent financial advisors headquartered in Scottsdale, Arizona, founded in 1996, with reported assets of about $2.8 billion. It is a registered investment adviser that supports advisors serving clients across the United States. Advisors in the network work with individuals, families and business owners on financial planning, investment management, retirement preparation and long-term wealth planning. Trek supplies infrastructure, resources and strategic support so advisors can operate their own businesses and focus on client relationships.
Public regulatory records matched to Trek Financial from SEC and IRS filings.
Public filings matched to Trek Financial across SEC, IRS, DOL and international registers — newest first.
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Trek Financial is a wealth manager based in Scottsdale, United States, managing approximately $2.8B in assets.
Trek Financial is headquartered in Scottsdale, United States.
Trek Financial manages approximately $2.8B in assets under management.
Trek Financial was founded in 1996.
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