TAPPAN HILL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ANN ARBOR, Michigan
CRD number
319772

Firm profile

FINTRX

Overview

Tappan Hill, LLC is organized as a limited liability company that operates primarily as an adviser/sponsor and as general partner/managing member of pooled investment vehicles. Regulatory and classificatory fields identify the firm as "unclassified" rather than a traditional retail RIA or a public-capital allocator. The firm is not tagged as an active ESG investor, is not listed as a multi-state adviser, and is not identified as a pension consultant. Activity fields point to sponsorship and governance roles in private funds rather than day-to-day wealth management for individual retail clients. SEC registration details are incomplete in the source record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Roger Kjensrud

    Venture PartnerCRD 7544539

  • LINDA FINGERLE

    President and Managing DirectorCRD 6041077

  • Matthew Mills

    Managing PartnerCRD 7543611

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ANN ARBOR, MI

WASHTENAW

Location

ANN ARBOR, MI

Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
WASHTENAW
Address
120 E Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth