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Building 2TRANQUILLI FINANCIAL ADVISOR, LLC

Map pinCLINTON, NJ
Phone(908) 730-6234
NotebookSEC #801-113998
Total AUM
$199.4M
Employees
2
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 LEIGH STREET
CLINTON
NJ 08809
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(908) 730-6234
Other Offices
2

ReceiptFinancials

Total AUM
$199.4M
Accounts
517
Discretionary
$199.4M
Accounts
517
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
141
AUM
$38M
HNW Individual Clients
80
AUM
$160.4M
Pension/Profit Sharing Plan Clients
1
AUM
$533.2K
Charitable Organization Clients
3
AUM
$428.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKSLAMONHNJNYPATXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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