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Home > Retirement Planners > arizona > scottsdale > TREK FINANCIAL
TREK FINANCIAL
8355 East Hartford Drive
Suite 105
Scottsdale, Arizona 85255
Tel: (480) 483-1510
About TREK FINANCIAL
TREK FINANCIAL, formally registered with the SEC as TREK FINANCIAL. The firm was established in 11/15/2000. They have over 31 offices throughout the country.
TREK FINANCIAL is a Scottsdale, Arizona based Financial Planning firm with nearly $1,876,635,074 assets under management, offering retirement planning & investment advisory services to 9873 clients. The firm is staffed with 57 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109376 |
| SEC# | 801-58087 |
| Assets Managed by Firm | $1,876,635,074 |
| No. of Clients | 9873 |
| No. of Advisors | 57 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9873 | $1,876,635,074 |
| Individuals (other than high net worth individuals) | 3684 | $881,370,049 |
| High net worth individuals | 396 | $859,372,023 |
| Pension and profit sharing plans | 133 | $127,095,014 |
| Charitable organizations | 6 | $1,320,683 |
| Corporations or other businesses | 11 | $7,477,305 |
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