Triex Financial Services, INC.

% of assets managed in Orland Park, IL

State registeredNo commissions reported

Call (708) 645-8600 Send a message Map ↗

Public-record details

Address: 10470 W. 163rd Place, Orland Park, IL 60467
Phone: (708) 645-8600
Listed under: % of assets managed
CRD number: 158822
Registration: State registered: IL
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Regulatory assets under management: $1.6 million
Accounts managed: 26
Clients reported (Form ADV 5.D): 26
Individual / high-net-worth clients: 25 / 0
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-26

State registered (IL) investment adviser, CRD 158822, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 158822 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Orland Park

Casey Wealth Management, INC.15614 S. Harlem Avenue, Unit E · Orland Park, IL 60462 · (708) 633-8200 · Financial planningCRD 124098 · % of assets, Hourly charges · $44.5 million AUMState registeredNo commissions reported Chancellor Financial Services, INC.10727 Winterset Drive · Orland Park, IL 60467 · (708) 479-8771 · Financial planningCRD 286148 · % of assets, Hourly charges, Fixed fees · $30.9 million AUMState registeredNo commissions reported Contour Financial9031 West 151st Street, Suite 107 · Orland Park, IL 60462 · (708) 460-3800 · Financial planningCRD 111100 · % of assets, Hourly charges, Fixed fees · $71.5 million AUMState registeredNo commissions reported Quinn Financial Planning, LLC9501 W. 144th Place, Suite 300e · Orland Park, IL 60462 · (708) 586-7001 · Financial planningCRD 150528 · % of assets · $96.0 million AUMState registeredNo commissions reported Strategic Investment Solutions, INC.9501 W 144th Place · Orland Park, IL 60462 · (708) 645-8820 · % of assets managedCRD 143128 · % of assets · $830.2 million AUMSEC registeredNo commissions reported Tomchaney Investment Services, INC.9439 W. 144th Place · Orland Park, IL 60462 · (708) 349-3099 · % of assets managedCRD 139152 · % of assets · $42.9 million AUMState registeredNo commissions reported Wave & Breakout L.L.C.15255 South 94th Ave,, Suite #500 · Orland Park, IL 60462 · (708) 218-7003 · % of assets managedCRD 293824 · % of assets · $2.8 million AUMState registeredNo commissions reported

All 8 in Orland Park →