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TREK FINANCIAL

SCOTTSDALE, AZ · CRD 109376 · IAPD ↗ · captainfp.com · (480) 483-1510

$2.82BRegulatory AUM
55Advisory reps
55Employees
0Clients
101-250Planning clients
0Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — TREK FINANCIAL added office(s): 32 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2024 — TREK FINANCIAL added office(s): 30 -> 32 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.