Investment adviser · CRD 158822

TRIEX FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

ORLAND PARK, IL, United States · Form ADV filed Apr 26, 2013

Regulatory AUM
$614K
Form ADV · Item 5.F
Client accounts
18
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 26, 2013. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

10470 W. 163RD PLACE
ORLAND PARK, IL, 60467, United States

CRD 158822

Filing source

Form ADV 732911 · Apr 26, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.