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Trek Financial, LLC Overview
Type
Family Office - Multi
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:
Website:
https://www.trekfinancial.com
Year Founded:
2013
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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