George
Denham
Trek Financial
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About this Advisor
George Denham is a financial advisor based in Phoenix, Arizona, working with Trek Financial. George has previously held positions at Trek Financial LLC, Pembroke Financial Services, Athena Wealth Planning, Bordier & Cie (UK), Ips Capital, Ingenious Asset Management, and UBS Wealth Management. George has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, George is part of Trek Financial, which operates out of Phoenix, Arizona. The firm has 32 offices and 55 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Trek Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$2,260,449,578
55
4,584
$493,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
George Denham Work History
Trek Financial LLC
Pembroke Financial Services
Athena Wealth Planning
Bordier & Cie (Uk)
Ips Capital
Ingenious Asset Management
Ubs Wealth Management
Disclosures
Please visit the SEC profile of George Denham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trek Financial
Albuquerque, NM
Scottsdale, AZ
Phoenix, AZ
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Heber City, UT
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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