Trestle Financial, LLC
Filings
1
Total offered
$20M
Total sold
$916K
Activity
2025-07-14
through 2025-07-14
through 2025-07-14
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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TREK FINANCIAL, LLC
medium CRD 801-58087
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TRH FINANCIAL LLC
medium CRD 801-77205
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CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
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FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574
Form D filings (1)
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0002023359-25-000002D · 2025-07-14 · Pooled Investment FundOffering: $20,000,000Sold: $916,000