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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Peak valueOptima +more
- Established Date
- 06-21-2016
- Office Locations
- 1
Office Locations
About Financial Trex, LLC
Financial Trex is a fee-only advisory led by Denise Downey, CFP®, MBA, focused on helping working professionals and families get organized and build a plan for retirement, home purchase, and college funding. Services include comprehensive planning with typically quarterly meetings (then annual) or one-time hourly engagements, with optional investment management (ETF-heavy portfolios). Uses an interactive planning platform; custody includes Schwab/Betterment.
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Investment Themes
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Owner & Executives
DENISE ANN DOWNEY
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #4238077
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,048,519 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,048,519 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,048,519
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,294,660,200 | 43.8% |
| Public Funds | $1,692,180,924 | 32.3% |
| Cash | $1,252,109,105 | 23.9% |
| Total | $5,238,950,229 | 100.0% |