TREK FINANCIAL

8355 East Hartford Drive
Suite 105
Scottsdale, Arizona 85255
Tel: (480) 483-1510

About TREK FINANCIAL

TREK FINANCIAL, formally registered with the SEC as TREK FINANCIAL. The firm was established in 11/15/2000. They have over 33 offices throughout the country.

TREK FINANCIAL is a Scottsdale, Arizona based Financial Planning firm with nearly $2,260,449,578 assets under management, offering retirement planning & investment advisory services to 4584 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109376
SEC#	801-58087
Assets Managed by Firm	$2,260,449,578
No. of Clients	4584
No. of Advisors	55

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	4584	$2,260,449,578
Individuals (other than high net worth individuals)	3955	$926,485,441
High net worth individuals	479	$1,173,455,627
Pension and profit sharing plans	136	$149,827,213
Charitable organizations	6	$1,159,599
Corporations or other businesses	8	$9,521,698

More Retirement Planning firms in Scottsdale, Arizona:

Firm Name	Assets Under Management	Total Clients	Total Advisors
OSAIC WEALTH, INC. 18700 N. Hayden Road, Suite 255 Scottsdale, AZ, 85255	$94,557,613,744	437201	6838
VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034	$57,786,360,253	69	121
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253	$32,630,475,936	25	152
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258	$9,326,336,708	43221	570

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