Trexler Financial Advisors LLC
Trexler Financial Advisors LLC (CRD# 294713) is a financial advisory firm headquartered in Pana, IL. They manage $18,401,630 in 107 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Trexler Financial Advisors LLC
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts107ACCOUNTS
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Average Account Value$171,978
Compensation Options
- A percentage of assets under your management
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Trexler Financial Advisors LLC
1
Jared Trexler (CRD# 5719184) is an Investment Advisor Representative working at Trexler Financial Advisors LLC in Pana, IL and has over 14 years of experience in the finance industry.
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