Trek Financial

Overview

Trek Financial is an SEC registered investment adviser based in Scottsdale, AZ, registered since 1997. It reports $2.8B in assets under management across 10,768 accounts, with 55 employees. It has 63 investment adviser representatives.

Reported AUM

$2.8B

Discretionary

100%

Accounts

10,768

Average account

$262K

Employees

55

Advisory reps

63

Registered since

1997

Jurisdictions

40

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Justin Michael Young Chief Executive Officer CRD 6317792
• Benjamin Ryan Bimson Chief Investment Officer CRD 4835074
• Thomas Edward Shea Chief Compliance Officer CRD 2299633

Advisory reps 3 of 63

• Alexandra Laray Abraham Insurance Agent · Investment Adviser Rep CRD 5844292
• Zachary Kye Abraham Insurance Agent · Investment Adviser Rep CRD 5595930
• H Justin Adolphson Insurance Agent · Investment Adviser Rep CRD 7294649

60 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8355 E Hartford Dr Ste 105
Scottsdale, AZ 85255

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: captainfp.com

Every state, with registration dates

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