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Building 2TRANQUILITY PARTNERS, LLC

Map pinBRENTWOOD, TN
Phone615-432-5370
NotebookSEC #801-113232
Total AUM
$897M
Employees
7
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5214 MARYLAND WAY
SUITE 405
BRENTWOOD
TN 37027
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
615-432-5370

ReceiptFinancials

Total AUM
$897M
Accounts
950
Discretionary
$868M
Accounts
908
Non-Discretionary
$29M
Accounts
42

ContactClients

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Individual Clients
143
AUM
$69.5M
HNW Individual Clients
100
AUM
$810.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
2
AUM
$643.7K
Corporation or Business Clients
2
AUM
$15.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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