What is Trexel & Associates, LLC's NAICS code?

Trexel & Associates, LLC's NAICS code is 524 (Insurance Carriers and Related Activities).

Insights

Target market fit Small insurance shop focused on fixed insurance solutions presents an opportunity to upsell through cross-sell of Long-Term Care Insurance, Single Premium Immediate Annuities, and Term/Whole Life products to existing client base and their networks.

Revenue growth potential With a revenue range of one to ten million, there is room to expand premium income by targeting retirement planning and LTC risk management for individuals and couples, leveraging the practitioner's 35-year Securities Industry background.

Tech-enabled outreach Current tech stack includes Baidu Analytics, Cloudflare, and Tengine; leverage data-driven marketing and retargeting to reach potential clients seeking retirement and LTC planning solutions.

Solo to boutique expansion Small team size (2-10 employees) suggests scalable partnerships with affiliate wholesalers, referral networks, or CMS-based client portals to increase capacity without heavy headcount growth.

Competitive landscape Positioning against large advisory and consulting firms, emphasize specialized fixed insurance expertise for LTC and legacy planning to attract clients seeking personalized, low-risk protection strategies.

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Trexel & Associates, LLC Tech Stack

Trexel & Associates, LLC uses 3 technology products and services including Baidu Analytics, Cloudflare, Tengine, and more. Explore Trexel & Associates, LLC's tech stack below.

Baidu Analytics
Analytics
Cloudflare
Content Management System
Tengine
Web And Application Servers

Trexel & Associates, LLC's Email Address Formats

Trexel & Associates, LLC uses at least 2 email formats:

Trexel & Associates, LLC Email Formats	Example	Percentage
FLast@trexel-associates.com	JDoe@trexel-associates.com	67%
First@trexel-associates.com	John@trexel-associates.com	33%

Frequently Asked Questions

What is Trexel & Associates, LLC's phone number?

You can contact Trexel & Associates, LLC's main corporate office by phone at

+1-800-955-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trexel & Associates, LLC's official website and social media links?

Trexel & Associates, LLC's official website is trexel-associates.com and has social profiles on LinkedIn.

How much revenue does Trexel & Associates, LLC generate?

As of July 2026, Trexel & Associates, LLC's annual revenue is estimated to be $1M - $10M.

What is Trexel & Associates, LLC's SIC code and NAICS code?

Trexel & Associates, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Trexel & Associates, LLC have currently?

As of July 2026, Trexel & Associates, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Owner: M. H. T. and Owner: M. T. Explore Trexel & Associates, LLC's employee directory with LeadIQ.

What industry does Trexel & Associates, LLC belong to?

Trexel & Associates, LLC operates in the Insurance industry.

What technology does Trexel & Associates, LLC use?

Trexel & Associates, LLC's tech stack includes Baidu Analytics, Cloudflare and Tengine.

What is Trexel & Associates, LLC's email format?

Trexel & Associates, LLC's email format typically follows the pattern of FLast@trexel-associates.com. Find more Trexel & Associates, LLC email formats with LeadIQ.

When was Trexel & Associates, LLC founded?

Trexel & Associates, LLC was founded in 1988.

Trexel & Associates, LLC

Q: How many employees does Trexel & Associates, LLC have currently?

Trexel & Associates, LLC has approximately 2 employees.

Q: What technology does Trexel & Associates, LLC use?

Trexel & Associates, LLC's tech stack includes Tengine, Cloudflare, Baidu Analytics.

InsuranceCalifornia, United States2-10 Employees

Trexel & Associates, LLC operates in the insurance industry and is based in Walnut Creek, California 94596, United States. The firm employs between 2 and 10 people. It concentrates on fixed insurance solutions for life’s basic needs, offering products such as single premium immediate annuities, long-term care insurance, and term and/or whole life insurance. The founder has prior experience in the securities industry before transitioning to fixed insurance solutions. The company maintains a website at https://trexel-associates.com. Revenue is reported in the range of $1 million to $10 million.