Key facts
- TREK FINANCIAL is a other based in SCOTTSDALE, AZ.
- TREK FINANCIAL reports $379K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 109376- Regulatory AUM
- $379K
- Private fund assets
- —
- Private funds
- —
- Staff
- 55
- Registered office
- SCOTTSDALE, AZ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TREK FINANCIAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for TREK FINANCIAL are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is TREK FINANCIAL's AUM?
- TREK FINANCIAL manages approximately $379K in assets.