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Trek Financial, LLC Overview
Type
Multi Family Office
Year Founded
2013
General Information
Trek Financial, LLC is a multi-family office headquartered in Scottsdale. Founded in 1996, the employee-owned firm stewards wealth generated through investment advisory success and technology entrepreneurship. Trek provides integrated financial planning, discretionary portfolio management and risk mitigation for affluent families across the United States, supported by a nationwide network of fiduciary advisors—delivering evergreen growth capital.
Contact Information
Website:
https://www.trekfinancial.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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