Triex Financial Services, Inc.
Firm details
- Headquarters
- Orland Park, Illinois
- CRD number
- 158822
- Website
- www.triexfin.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.96%
- Charitable Organizations0.04%
- Services
- Market Timing Services
Firm profile
FINTRXOverview
Triex Financial Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional accounts, charging fees based on a percentage of assets under management. Its reported advisory activity includes market-timing services, suggesting a focus on timing or active trading decisions rather than a purely buy-and-hold mandate. Triex does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser arrangements.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Gary Bertacchi
PresidentCRD 1589678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orland Park, IL
Cook
Location
Orland Park, IL
Headquartered in Orland Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 10470 163rd Pl
- Time zone
- CT (UTC-6)
- Office locations
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