TRIPLETREE, LLC

Broker-DealerFINRA MemberEst. 1997
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 structured as a limited liability company and has been registered with the SEC since 1997. The firm is classified in the available data as an investment bank rather than a capital allocator or traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. The snapshot indicates the firm is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Specific details about fee models, advisory or transactional activities, client types, and industry affiliations were not provided in the source data.

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

    Chief Compliance OfficerCRD 1584973

  • GABRIELLE HALPRIN

    Chief Financial OfficerCRD 5087341

  • JENNIFER BLEVINS

    Accounting CoordinatorCRD 6057862

Contacts

3 of 74
  • ANDREW KIMBLE

    AssociateCRD 6222169

  • CHRISTIAN TAILOR

    AssociateCRD 7396962

  • Christopher Wiese

    AssociateCRD 7403920

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth