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⚲
|
| Tranquilli Financial Advisor LLC
✚
|
|
|---|---|
| CRD # | 298056 |
| SEC # | 801-113998 |
| CIK # | 0001847769 |
| AUM | $147.3 MM (2023-03-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 908-730-6234 |
| Address | 35 Leigh Street Clinton, NJ 08809 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 1.0 | |
| ORCL | 182,760.6 | 0.9 | |
| BKNG | 74,682.6 | 0.9 | |
| GOOG | 1,482,566.4 | 0.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 26.3 |
| (b) Individuals (high net worth individuals) | 69 | 134.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (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 | 448 | 161.5 |
| By Discretionary | ||
| Discretionary | 448 | 161.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 161.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.5 | |
| Total | 448 | 161.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001847769] |
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