Triex Financial Services, Inc.

Triex Financial Services, Inc. (CRD# 158822) is a financial advisory firm headquartered in Orland Park, IL. They manage $1,480,345 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10470 W. 163rd Place, Orland Park, IL 60467
http://www.triexfin.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $56,936
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Market timing services
Types of Clients
Registered States
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 Bertacchi, financial advisor Orland Park IL
Gary R. Bertacchi
CRD#: 1589678
10470 W. 163rd Place, Orland Park, IL 60467

Gary Bertacchi (CRD# 1589678) is an Investment Advisor Representative working at Triex Financial Services, Inc. in Orland Park, IL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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