TREK FINANCIAL
Scottsdale, Arizona
5.0
2 Reviews
Trek Financial is a highly regarded regional investment advisory firm headquartered in Scottsdale, AZ, with a wide network of 31 offices. With a dedicated team of 57 professionals, nearly all of whom specialize in investment advisory services, Trek Financial offers comprehensive financial guidance to individuals and businesses alike. Their client-centric approach and commitment to excellence have established them as a trusted partner in managing wealth and achieving financial goals. Drawing upon their extensive expertise, Trek Financial excels in advising on employer 401Ks and individual investments, boasting a wealth of experien...
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Assets Under Mgmt

$1.88B

Investment Professionals

52

Locations

30

% 401K & Individual

47%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: CONSULTING
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.