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 | — |