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CRD#: 323197
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for TRIPLE P SECURITIES, LLC Comes From

Understanding the Statistics for TRIPLE P SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
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Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
640 Fifth Avenue 10th Floor, New York, NY 10019
Mailing Address
300 N La Salle St. Ste. 1420, Chicago, IL 60654
Firm Size
Small
Phone Number
(312) 781-7520
Established
Delaware since 08/31/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PORTAGE POINT PARTNERS, LLCMEMBER
ATTANASIO, ELIZABETH MARIEFINOP5325007
BREMER, STEVEN WALTERMANAGING DIRECTOR5161797
COHEN, JASON ADAMCEO
TURNER, EDEN KIERNANCHIEF COMPLIANCE OFFICER6348203

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at TRIPLE P SECURITIES, LLC

MF

Matthew Young Fan

RR
CRD#: 5849492
Location:
New York, NY 10019
Company:
TRIPLE P SECURITIES, LLC
Disclosures:
Experience:
9 years
View Profile
EA

Elizabeth Marie Attanasio

Elizabeth Attanasio, Elizabeth Marie Rice
RR
CRD#: 5325007
Location:
New York, NY 10004-2434
Company:
TRIVE NEW YORK LLC
Disclosures:
Experience:
16 years
View Profile
SS

Stephen Christopher Sweet

Chris Sweet, Christopher Sweet
RR
CRD#: 4746390
Location:
Houston, TX 77056
Company:
TRIPLE P SECURITIES, LLC
Disclosures:
Experience:
18 years
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