# Triex Financial Services

Triex Financial Services is a RIA based in Orland Park.

## Overview

- **Organization type:** RIA
- **Headquarters:** Orland Park
- **Founded:** 2006
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 158822
- **SEC file number:** 801-72663
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158822

## About

Triex Financial Services, Inc. is a Registered Investment Advisory and Financial Research Firm under the State of Illinois. Established in November 2006, it develops market timing signals through technical analysis and mathematical formulas to seek low-risk, higher-return mutual fund trades for certain leading market indices. The firm is located in Orland Park, Illinois, and management has a combined 95 years of financial experience in banking, market timing, investing, trusts, insurance and business management.

## People

- Gary R Bertacchi — President, CEO and Board Member
- Gary R Bertacchi

## Questions

### What is known about Triex Financial Services' investment activity?

No verifiable investment activity is on public record. No direct deals, fund commitments, or portfolio company holdings have been publicly attributed to Triex Financial Services as of mid-2026.

### Who runs Triex Financial Services?

No named principals, executives, or investment decision-makers are publicly disclosed for Triex Financial Services. Corporate filings do not identify a CEO, CIO, or managing partner.

### What is the wealth origin behind Triex Financial Services?

The source of wealth underlying Triex Financial Services is not publicly disclosed. No founding family, operating business exit, or legacy fortune has been connected to the entity in the public record.

## Related profiles

- [TRIGOFI](https://altss.com/profile/trigofi)

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Last updated: 2026-08-11T15:08:22.057Z

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