TRIEX FINANCIAL SERVICES, INC.
TRIEX FINANCIAL SERVICES, INC. of ORLAND PARK, IL is an SEC-registered investment adviser (CRD 158822). Regulatory assets under management: $1.6M.
Registration
- CRD: 158822
- SEC file number: 801-72663
- Type: Registered investment adviser
- 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 | — |
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