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TREXLER FINANCIAL ADVISORS LLC
CRD 294713
3 EAST 3RD STREET, PANA, IL, 62557, United States
Phone
(217) 562-5016
Fax
(217) 562-4124
Registration
— (—)
Source
State registered
Total AUM
$25.1M
Discretionary AUM
$25.1M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $9.9M |
| High net worth individuals | 11 | $15.3M |
Official SEC filing: View on IAPD