Tripletree, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
76
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 recorded as an SEC-registered entity since 1997. The firm is classified in the dataset as an investment bank and is owned by a domestic entity and an individual. The available records do not present evidence that Tripletree operates as a capital allocator, a pension consultant, a related adviser, or a multi-state registered adviser. The firm is also not identified as an active ESG investor in the source data. The dataset includes no detail about fee schedules, core advisory activities, client segments, or specific business lines beyond the investment bank classification, so its primary market-facing role and client services cannot be further characterized from the provided information.

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

Owners & executives

3 of 3
  • Robert Mulligan

    Robert Mulligan

    Chief Compliance OfficerCRD 1584973

  • Gabrielle Halprin

    Gabrielle Halprin

    Chief Financial OfficerCRD 5087341

  • Jennifer Blevins

    Jennifer Blevins

    Accounting CoordinatorCRD 6057862

Contacts

3 of 73
  • Andrew Kimble

    AssociateCRD 6222169

  • Christian Tailor

    Christian Tailor

    AssociateCRD 7396962

  • Christopher Wiese

    Christopher Wiese

    AssociateCRD 7403920

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth