TREK FINANCIAL, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 109376). Regulatory assets under management: $2.8B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Justin Michael Young | CHIEF EXECUTIVE OFFICER | — |
| Thomas Edward Shea | CHIEF COMPLIANCE OFFICER | — |
| Benjamin Ryan Bimson | CHIEF INVESTMENT OFFICER | — |
| YOUNG BARRY MICHAEL | CHIEF EXECUTIVE OFFICER | — |
| EVANS DENISE MARIE | CHIEF COMPLIANCE OFFICER | — |
| ALANIZ LORENZO ERIC | CHIEF COMPLIANCE OFFICER | — |
| BAUER KEVIN G | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/SHAREHOLDER | — |
| CAPTAIN STEPHEN CURTIS | VICE PRESIDENT; VICE PRESIDENT/SHAREHOLDER | — |
| JOHNSON MARK ELMER | GENERAL PARTNER; MEMBER; SHAREHOLDER | — |
| CARROLL DAVID DUNCAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BAUER KEVIN GARY | PRESIDENT; PRESIDENT/SHAREHOLDER | — |
| WILDE ANN LOUISE | SECRETARY | — |
| HUNTER ANDREA WATKINS | CHIEF COMPLIANCE OFFICER | — |
| BAUER ANDREA WATKINS | CFO; CHIEF FINANCIAL OFFICER | — |
| SHEA MICHAEL EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BRAY COUNTRY | CHIEF COMPLIANCE OFFICER | — |
| BIMSON BENJAMIN RYAN | CHIEF INVESTMENT OFFICER; MEMBER | — |
Showing 15 of 32 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| SANDY | UT | 6 | 801-429-9999 |
| TACOMA | WA | 5 | (253) 509-0395 |
| DAVIS | CA | 2 | (530) 757-4464 |
| MEDINA | OH | 2 | 330-952-2555 |
| MIDDLETON | WI | 2 | 6082795916 |
| VERNAL | UT | 2 | 435-772-9133 |
| — | — | 2 | 7075382126 |
| BOISE | ID | 2 | (208) 725-8643 |
| PLEASANT GROVE | UT | 2 | 435-772-9133 |
| WINCHESTER | VA | 2 | 480-483-1510 |
| LITTLETON | CO | 1 | (303) 587-4650 |
| — | — | 1 | 801-926-1866 |
| MESA | AZ | 1 | 480-483-1510 |
| TALLAHASSEE | FL | 1 | 850-900-5200 |
| BELLAIRE | TX | 1 | (281) 822-0272 |