Tranquilli Financial Advisor, LLC

EST. AUM
$199,358,227

CONTACTS

CLIENT ACCOUNTS
517

Firm Details

Metro area New York City
CRD Number 298056
Website tranquillifa.com
Client types

Overview

Tranquilli Financial Advisor, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Clinton, New Jersey, led by founder Louis Tranquilli. Operating under a strict fiduciary mandate, the firm provides high-touch financial lifecycle planning and continuous discretionary portfolio supervision for individual accounts, high-net-worth families, pension plans, and charitable trusts. The firm is characterized by its core investment principle of "diversification of theory, not just assets," which dynamically blends active management with passive index investing, alongside tactical downside protections and tax-efficient models. Rather than adhering to rigid age-based formulas, Tranquilli customizes institutional-grade models—primarily implementing low-cost, globally diversified ETFs and mutual funds—tailored entirely around a household's specific cash flow needs, tax dynamics, and legacy milestones.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Tranquilli Financial Advisor, LLC

Platform Details

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