TRIEX FINANCIAL SERVICES, INC.
CRD #158822 SEC #801-72663 ORLAND PARK, IL 708-645-8600
SEC Registered
Total AUM
$613.9K
Discretionary
$613.9K
Employees
2
Clients
1
Accounts
18
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 22, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERTACCHI, GARY, RALPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERTACCHI, GARY, RALPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERTACCHI, GARY, RALPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERTACCHI, GARY, RALPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERTACCHI, GARY, RALPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BERTACCHI, GARY, RALPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 22, 2013 REGISTERED
Address
10470 W. 163RD PLACEORLAND PARK, IL 60467
United States
Phone: 708-645-8600