Trek Financial, based in Scottsdale, Arizona, is ranked No. 97 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.4 billion
Accounts Under Management: 11,057
Years in Business: 27
- Physical offices in Arizona, California, Colorado, Florida, Idaho, New Mexico, Ohio, Texas, Utah, Washington and Wisconsin
- $100,000 minimum asset threshold
Leadership and Contact Information:
Justin Young, chief executive officer
Ben Bimson, chief investment officer
Clinton Brown, financial advisors
trekwealthadvisors.com
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85260
(480) 483-9318
