TREXLER FINANCIAL ADVISORS LLC
Firm details
- Headquarters
- PANA, Illinois
- CRD number
- 294713
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.74%
- Individuals39.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Trexler Financial Advisors LLC is an independent, individually owned registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and charges either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not an active ESG investor and does not present itself as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
1 of 1JARED TREXLER
Principal And Chief Compliance OfficerCRD 5719184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PANA, IL
CHRISTIAN
Location
PANA, IL
Headquartered in PANA, IL, anchoring the Springfield-Jacksonville-Lincoln, IL metro in the Midwest.
- Metro area
- Springfield-Jacksonville-Lincoln, IL
- Region
- Midwest
- County
- CHRISTIAN
- Address
- 3 E 3rd St
- Time zone
- CT (UTC-6)
- Office locations
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