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TREK Financial

EST. AUM
$2,824,296,229

CONTACTS
27

CLIENT ACCOUNTS
10,768

Firm Details

Metro area Phoenix
CRD Number 109376
Website trekfinancial.com
Client types

Overview

Their independent advisors are fiduciaries, and never driven by sales. They are driven by their clients, their ambitions, and their values. They are driven to provide knowledge and advice that is best for the client's journey. Regardless of whether a client is just creating their path, or adjusting the path they have been on for many years, the advisors strive to discover what pushes the client to succeed, understand the way they want to live, and learn about the values they live by.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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