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TRANQUILLI FINANCIAL ADVISOR, LLC
CRD 298056 · SEC 801-113998
35 LEIGH STREET, CLINTON, NJ, 08809, United States
Phone
(908) 730-6234
Fax
(908) 735-7608
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.4M
Discretionary AUM
$199.4M
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $38.0M |
| High net worth individuals | 80 | $160.4M |
| Pension/profit sharing plans | 1 | $533K |
| Charitable organizations | 3 | $428K |
States served
CA, KS, LA, NJ, NY, PA, WI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD