Tranquilli Financial Advisor, LLC
● SEC registered since 2018CRD 298056SEC# 801-113998Clinton, NJ
Reg. AUM
$199.4M
Employees
2
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 $199.4 million in regulatory assets under management and employs 2 people.
Tranquilli Financial Advisor, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Louis Tranquilli Control | Chief Compliance Officer | Under 5% | 2026 |
| T.i.m.e.s., Financial Planning, Inc. Control | Sole Managing Member | Over 75% | 2026 |
| Louis Tranquilli Control | Sole Shareholder / President | Over 75% | 2018 |
Frequently asked questions
How much does Tranquilli Financial Advisor, LLC manage?
Tranquilli Financial Advisor, LLC reports $199.4 million in regulatory assets under management on its Form ADV.
How many employees does Tranquilli Financial Advisor, LLC have?
Tranquilli Financial Advisor, LLC reports 2 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
| Address | 35 Leigh Street, Clinton, NJ 08809 |
| Phone | (908) 730-6234 |
| Fax | (908) 735-7608 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199.4M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$199.4Mregulatory AUM
Discretionary $199.4M