# TRIEX FINANCIAL SERVICES, INC.

TRIEX FINANCIAL SERVICES, INC. of ORLAND PARK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 158822
- Type: SEC-registered investment adviser
- SEC file number: 801-72663
- Location: 10470 W. 163RD PLACE, ORLAND PARK, IL, 60467
- Phone: 708-645-8600
- Latest filing: 2026-03-26
- Regulatory AUM: $1.6M
- Discretionary AUM: $1.6M
- Clients: 2
- Accounts: 26

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| BERTACCHI GARY RALPH | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158822/similar
- Related entities: https://search.stillhousedata.com/firm/158822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.