Trek Financial

Trek Financial (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,260,449,578 in 4,584 accounts and serve the financial needs of clients across 40 states (or territories).

Current Firm Details
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255
https://empoweredfm.com
By the Numbers
  • Total Assets Under Management
    2,260
    MILLION
  • Total Number of Accounts
    4,584
    ACCOUNTS
  • Average Account Value
    $493,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Trek Financial
Showing 61 - 62 of 62 top financial advisors.
61
Gavin Schmitt, financial advisor Carlsbad CA
Gavin R. Schmitt
CRD#: 7008027
Carlsbad, CA

Gavin Schmitt (CRD# 7008027) is an Investment Advisor Representative working at Trek Financial in Carlsbad, CA and has over 3 years of experience in the finance industry.

62
Miguel Villahermosa, financial advisor Tacoma WA
Miguel A. Villahermosa
CRD#: 7489696
1001 S. Yakima Ave, Suite 11a, Tacoma, WA 98405

Miguel Villahermosa (CRD# 7489696) is an Investment Advisor Representative working at Trek Financial in Tacoma, WA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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