Trek Financial
Financial Services • 
Scottsdale, Arizona, United States • 21-50 Employees
Company overview
| Headquarters | Scottsdale, Arizona, United States |
| Phone number | +14804831510 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Investment Management, Insurance Strategies, Estate And Legacy Planning, Alliances With Cpas And Attorneys, Employee Benefits & Retirement Plan Design, Executive Compensation Planning, Key Employee Financial Advisory |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Key Contacts at Trek Financial
Jordan Mcgrath
Director Of Business Development
Justin Young
Chief Executive Officer
Jared Williams
Director Of Advisory Services
Alexsa Young
Director Of Marketing
Trek Financial Email Formats
Trek Financial uses 5 email formats. The most common is {first initial} (e.g., j@bcjfinancial.com), used 48.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bcjfinancial.com | 74.4% |
{first name} | john@trekfinancial.com | 16.3% |
About Trek Financial
How does Trek support your unique path? Trek was founded on five core values: integrity, transparency, confidence, focus and independence. Our firm was built on the idea that our independent advisors should have just that – independence. We have no quotas, no sales goals, and no limits. Our business model provides our advisors with the freedom to plan your financial path without limitations – giving you control over your financial future. What makes Trek different? Trek is designed as a network through which our advisors are able to collaborate, exchanging information and knowledge to best serve their clients. Although our advisors work independently, they actively participate in our firm-wide mission and culture of integrity, independence and trust. In addition, they have access to Trek resources including the Trek Investment Committee, our business support team, and our comprehensive technology. The structure we have implemented allows our advisors to run their businesses efficiently, creating an engaging and pleasant experience for you. Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Disclosures: https://bit.ly/3DgHdZE
Trek Financial revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $70,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Trek Financial has 32 employees across 5 departments.
Departments
Number of employees
Funding Data
Trek Financial has never raised funding before.
Trek Financial Tech Stack
Discover the technologies and tools that power Trek Financial's digital infrastructure, from frameworks to analytics platforms.
Web servers
Security
Analytics
Form builders
WordPress themes
JavaScript libraries
JavaScript libraries
Maps
Page builders
JavaScript libraries
JavaScript libraries
France
United Kingdom
Canada
Sweden
Frequently asked questions
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