TREK FINANCIAL, LLC
Doing business as TREK FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$2,824,296,229
Discretionary
$2,824,296,229
Non-discretionary
$0
Firm details
- CRD number
- 109376
- SEC file number
- 801-58087
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 55
- SEC status
- Approved
- Website
- https://captainfp.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.