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Home > Retirement Planners > tennessee > brentwood > TRANQUILITY PARTNERS, LLC
TRANQUILITY PARTNERS, LLC
5214 Maryland Way
Suite 405
Brentwood, Tennessee 37027
Tel: 615-432-5370
About TRANQUILITY PARTNERS, LLC
TRANQUILITY PARTNERS, LLC, formally registered with the SEC as TRANQUILITY PARTNERS, LLC. The firm was established in 05/14/2018. They have over 1 offices throughout the country.
TRANQUILITY PARTNERS, LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $685,425,804 assets under management, offering retirement planning & investment advisory services to 859 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283478 |
| SEC# | 801-113232 |
| Assets Managed by Firm | $685,425,804 |
| No. of Clients | 859 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 859 | $685,425,804 |
| Individuals (other than high net worth individuals) | 131 | $29,462,347 |
| High net worth individuals | 105 | $655,463,457 |
| Charitable organizations | 2 | $500,000 |
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