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Trek Financial, LLC

● SEC registered since 2000CRD 109376SEC# 801-58087Scottsdale, AZ
Export (members)
Reg. AUM
$2.49B
Employees
56
Accounts
11,057
Location
Scottsdale, AZ

Trek Financial, LLC assets under management

Trek Financial, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2000. It reports $2.5 billion in regulatory assets under management and employs 56 people.
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Trek Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Ryan Bimson ControlChief Investment Officer25-50%2018
Justin Michael Young ControlChief Executive Officer50-75%2013
Thomas Edward SheaChief Compliance OfficerUnder 5%2017

Frequently asked questions

How much does Trek Financial, LLC manage?

Trek Financial, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Trek Financial, LLC have?

Trek Financial, LLC reports 56 employees.

Where is Trek Financial, LLC located?

Trek Financial, LLC is based in Scottsdale, AZ and has been SEC-registered since 2000.

Does Trek Financial, LLC disclose fund performance?

Trek Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255
Phone(480) 483-1510
Fax(480) 483-9318
Office hours8:00a.m. To 4:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.49B
Non-discretionary$0
Total (RAUM)$2.49B