TREK FINANCIAL, LLC

TREK FINANCIAL
SCOTTSDALE, Arizona·6 registered advisors·CRD# 109376
SEC# 801-5808732(480) 483-1510
01

Firm Overview

AUM
$2.3B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TREK FINANCIAL, LLC

6 registered advisors
Andrea Watkins Bauer
SCOTTSDALE, Arizona
Benjamin Ryan Bimson
SCOTTSDALE, Arizona
David Duncan Carroll
SCOTTSDALE, Arizona
Kevin G Bauer
SCOTTSDALE, Arizona
CFPChFC
Mark Elmer Johnson
SCOTTSDALE, Arizona
Stephen Curtis Captain
SCOTTSDALE, Arizona
CFP
05

Office Locations

SCOTTSDALE, Arizona
6 advisors

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Data sourced from SEC Form ADV filings. TREK FINANCIAL, LLC (CRD# 109376) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.