RIA Intel›Advisers›Illinois›TRIEX FINANCIAL SERVICES, INC.

TRIEX FINANCIAL SERVICES, INC.

Advisory

N·ORLAND PARK, IL

Data as of Apr 26, 2013 · Source: SEC Form ADV

Total AUM

$614K

1-Year AUM Growth

-28.2%

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$614K

Discretionary AUM$614K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingMar 28, 2012

Latest FilingApr 26, 2013

🔒 Full AUM trend chart and 4 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRIEX FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.