Tripletree, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
77
Avg account
$0

Firm details

Headquarters
Bloomington, Minnesota
CRD number
42820
Registered since
September 15, 1997

Firm profile

FINTRX

Overview

Tripletree, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is indicated as a combination of a domestic entity and an individual. The firm’s profile in the source does not describe client segments, fee arrangements, or specific advisory activities; it is also not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. No information about business lines beyond the investment bank classification was provided.

Assets & Accounts

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

Owners & executives

3 of 3
  • Robert Mulligan

    Robert Mulligan

    Chief Compliance OfficerCRD 1584973

  • Gabrielle Halprin

    Gabrielle Halprin

    Chief Financial OfficeCRD 5087341

  • Jennifer Blevins

    Jennifer Blevins

    Accounting CoordinatorCRD 6057862

Contacts

3 of 74
  • Kristan Droter

    Kristan Droter

    PrincipalCRD 5232567

  • Steven Tulip

    Head of Capital MarketsCRD 2540149

  • John Tom

    Senior Compliance ManagerCRD 2636365

Unlock 71 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
8200 Normandale Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth