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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-1997
- Office Locations
- 39
Office Locations
About Trek Financial
Trek Financial is an independent, fiduciary advisory firm focused on goals-based financial and wealth planning, including retirement, estate and charitable planning and insurance needs. The firm works with individuals and families such as business owners, entrepreneurs and retirees, building diversified portfolios using ETFs and mutual funds (with select alternatives and fixed income). Custody relationships include Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN MICHAEL YOUNG
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
BENJAMIN RYAN BIMSON
Advisor, Chief Investment Officer
- CRD
- #4835074
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ALEXANDRA LARAY ABRAHAM
Financial Advisor
- CRD
- #5844292
ZACHARY Kye ABRAHAM
Chief Investment Officer, Principal
- CRD
- #5595930
Showing 2 of 63 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,824,296,229 | $262,286 |
| Non-Discretionary | $0 | -- |
| Total | $2,824,296,229 | $262,286 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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