Triex Financial Services, Inc.

Triex Financial Services, Inc. (CRD# 158822) is a financial advisory firm headquartered in Orland Park, IL. They manage $723,181 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $18,543
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Triex Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary R. Bertacchi
CRD#: 1589678
10470 W. 163rd Place, Orland Park, IL 60467
93
Wealthminder
score

Gary Bertacchi (CRD# 1589678) is an Investment Advisor Representative working at Triex Financial Services, Inc. in Orland Park, IL and has over 15 years of experience in the finance industry.

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