# Financial Trex

Financial Trex is a Multi Family Office based in Spokane, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Spokane, United States
- **Region:** North America
- **Address:** Lakewood, CO, United States
- **Founded:** 2004
- **Assets under management:** <$250M (Altss estimate)
- **Website:** financialtrex.com
- **LinkedIn:** https://www.linkedin.com/company/financial-trex

## Regulatory record

- **CRD number:** 283951
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283951

## About

Financial Trex helps people get organized and take control of their finances through a process that strengthens every part of their financial life. Services include comprehensive financial planning with quarterly meetings and an interactive planning platform, plus hourly financial planning for one-time engagements. Optional investment management is offered alongside planning help for retirement, home purchase, and college savings.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- Denise Downey — CFP®, MBA

## Questions

### What asset classes does Financial Trex focus on?

Financial Trex concentrates on private credit, with an emphasis on real estate-backed lending, including first-lien residential and commercial mortgage notes and private bridge loans. The firm also evaluates secondary market opportunities in discounted debt instruments and structured settlements. Public records suggest a minimal presence in venture capital, growth equity, or public market strategies. The overarching theme is current-income generation through secured, asset-backed positions rather than equity appreciation plays.

## Related profiles

- [Financial Synergy](https://altss.com/profile/financial-synergy-inc)
- [Financialife Outfitters](https://altss.com/profile/financialife-outfitters-llc)

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Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/financial-trex-llc

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