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Triex Financial Services, Inc. (Orland Park)


Triex Financial Services, Inc. is an adviser based in Orland Park. It manages $613.89 thousand of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2011.

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Triex Financial Services provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Triex Financial Services: assets under management

The assets under management (AUM) of Triex Financial Services, Inc. is $613.89 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $613.89 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Triex Financial Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orland Park

The principal office where Triex Financial Services, Inc. performs its advisory services is located at 10470 W. 163 Rd Place, Orland Park, IL 60467, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 708-645-8600 or by fax 708-873-5509. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.triexfin.com.


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