Tranquil Asset Management LLC

RIAState Registered
Total AUM
$14.3M
Discretionary
$14.3M
100% of AUM
Avg account
$841K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
332804
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI92.17%
  • Individuals7.83%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tranquil Asset Management LLC is a California-based independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base described as individual and family clients. Its business model is fee-based, charging a percentage of assets under management. The adviser does not position itself as a capital allocator, does not market ESG investing, and is not identified as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 20%, Cash & Cash Equivalents 5%75%
  • Exchange Traded Equities75%
  • US Government Bonds20%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Peter Yiu

    Peter Yiu

    OwnerCRD 2934297

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth