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TRIEX FINANCIAL SERVICES, INC.
CRD 158822 · SEC 801-72663
10470 W. 163RD PLACE, ORLAND PARK, IL, 60467, United States
Phone
708-645-8600
Fax
708-873-5509
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
2 total employees; 1 advisory reps; 26 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $1.6M |
| Charitable organizations | 1 | $708 |
All web addresses on file
Official SEC filing: View on IAPD