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Tranquilli Financial Advisor, LLC

● SEC registered since 2018CRD 298056SEC# 801-113998Clinton, NJ
Export (members)
Reg. AUM
$177.9M
Employees
1
Accounts
517
Location
Clinton, NJ

Tranquilli Financial Advisor, LLC assets under management

Tranquilli Financial Advisor, LLC is an SEC-registered investment adviser based in Clinton, NJ. The firm has been registered since 2018. It reports $177.9 million in regulatory assets under management and employs 1 people.

Tranquilli Financial Advisor, LLC owners & executives

3 reported
NameTitleOwnershipSince
Louis Tranquilli ControlMember And Chief Compliance OfficerOver 75%2018
T.i.m.e.s., Financial Planning, Inc. ControlManaging MemberUnder 5%2018
Louis Tranquilli ControlShareholderOver 75%2018

Frequently asked questions

How much does Tranquilli Financial Advisor, LLC manage?

Tranquilli Financial Advisor, LLC reports $177.9 million in regulatory assets under management on its Form ADV.

How many employees does Tranquilli Financial Advisor, LLC have?

Tranquilli Financial Advisor, LLC reports 1 employees.

Where is Tranquilli Financial Advisor, LLC located?

Tranquilli Financial Advisor, LLC is based in Clinton, NJ and has been SEC-registered since 2018.

Does Tranquilli Financial Advisor, LLC disclose fund performance?

Tranquilli Financial Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address35 Leigh Street, Clinton, NJ 08809
Phone(908) 730-6234
Fax(908) 735-7608
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$177.9M
Non-discretionary$0
Total (RAUM)$177.9M