Trek Financial

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Trek Financial — overview

About

Trek Financial is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. Its services include investment management and financial planning to individuals, high net worth individuals, pension and profit-sharing trusts, foundations, charitable organizations, and other institutional clients.

Trek Financial - known decision makers (29)

Position	Location	Asset Class
Advisor	Scottsdale, US	GEN
Investment Advisor Representative	Scottsdale, US	GEN
Chief Investment Officer, Financial Advisor	Davis, US	GEN
Chief Operating Officer	Scottsdale, US	GEN
Financial Advisor	Spanish Fork, US	GEN

Showing 5 of 29 known decision makers Trek Financial

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