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⚲
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| Tranquilli Financial Advisor LLC
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| |
|---|---|
| CRD # | 298056 |
| SEC # | 801-113998 |
| CIK # | 0001847769 |
| AUM | $163.1 MM (2024-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 908-730-6234 |
| Address | 35 Leigh Street Clinton, NJ 08809 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 2.6 | ||
| AMZN | 1,092,997.8 | 1.5 | |
| META | 434,852.0 | 1.5 | |
| BKNG | 74,682.6 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 39.8 |
| (b) Individuals (high net worth individuals) | 63 | 121.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.1 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 503 | 163.1 |
| By Discretionary | ||
| Discretionary | 503 | 163.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 503 | 163.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.1 | |
| Total | 503 | 163.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001847769] |
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