Tranquilli Financial Advisor, LLC
Tranquilli Financial Advisor, LLC is an SEC-registered mass-market adviser in Clinton, NJ with $199.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Tranquilli Financial Advisor, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298056, SEC 801-113998, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $199.4M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Clinton, NJ
- Employees
- 2
- Clients
- 225
- CRD
- 298056
- Ownership
- TRANQUILLI, LOUIS; T.I.M.E.S., FINANCIAL PLANNING, INC.; ISHERWOOD, DANA, ANNE
How much AUM does Tranquilli Financial Advisor, LLC have?
Tranquilli Financial Advisor, LLC reported $199.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Tranquilli Financial Advisor, LLC?
Disclosed owners and executives of Tranquilli Financial Advisor, LLC include TRANQUILLI, LOUIS, T.I.M.E.S., FINANCIAL PLANNING, INC., ISHERWOOD, DANA, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.