TRIEX FINANCIAL SERVICES, INC.

ORLAND PARK, Illinois·1 registered advisor·CRD# 158822
SEC# 801-72663708-645-8600
01

Firm Overview

AUM
$614K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at TRIEX FINANCIAL SERVICES, INC.

1 registered advisor
Gary Ralph Bertacchi
ORLAND PARK, Illinois
05

Office Locations

ORLAND PARK, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. TRIEX FINANCIAL SERVICES, INC. (CRD# 158822) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.