Triex Financial Services, Inc.
Triex Financial Services, Inc. is an SEC-registered ria with $613,894 assets under management (AUM, regulatory AUM), -28% over one year. See who owns Triex Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158822, data through 2013-04-26.
- AUM (assets under management / regulatory AUM)
- $613,894 (2013-04-26)
- Firm type
- Ria
- Employees
- 2
- CRD
- 158822
- Ownership
- BERTACCHI, GARY, RALPH
How much AUM does Triex Financial Services, Inc. have?
Triex Financial Services, Inc. reported $613,894 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2013-04-26).
Who owns Triex Financial Services, Inc.?
Disclosed owners and executives of Triex Financial Services, Inc. include BERTACCHI, GARY, RALPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.