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TRANQUILLI FINANCIAL ADVISOR, LLC
35 Leigh Street
Clinton, New Jersey 08809
Tel: (908) 730-6234
About TRANQUILLI FINANCIAL ADVISOR, LLC
TRANQUILLI FINANCIAL ADVISOR, LLC, formally registered with the SEC as TRANQUILLI FINANCIAL ADVISOR, LLC. The firm was established in 10/01/2018. They have over 1 offices throughout the country.
TRANQUILLI FINANCIAL ADVISOR, LLC is a Clinton, New Jersey based Financial Planning firm with nearly $177,924,768 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298056 |
| SEC# | 801-113998 |
| Assets Managed by Firm | $177,924,768 |
| No. of Clients | 517 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 517 | $177,924,768 |
| Individuals (other than high net worth individuals) | 133 | $30,296,117 |
| High net worth individuals | 88 | $147,218,802 |
| Pension and profit sharing plans | 1 | $18,748 |
| Charitable organizations | 3 | $391,101 |
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