Trek Financial, LLC
● SEC registered since 2000CRD 109376SEC# 801-58087Scottsdale, AZ
Reg. AUM
$2.82B
Employees
55
Accounts
10,768
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 $2.8 billion in regulatory assets under management and employs 55 people.
Trek Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Ryan Bimson Control | Chief Investment Officer | 25-50% | 2018 |
| Justin Michael Young Control | Chief Executive Officer | 50-75% | 2013 |
| Thomas Edward Shea | Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does Trek Financial, LLC manage?
Trek Financial, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Trek Financial, LLC have?
Trek Financial, LLC reports 55 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
| Address | 8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255 |
| Phone | (480) 483-1510 |
| Fax | (480) 483-9318 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.82B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$2.82Bregulatory AUM
Discretionary $2.82B