Tranquil Asset Management LLC
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
FINTRXOverview
Tranquil Asset Management LLC is a small, fee-based registered investment adviser that focuses on portfolio management for individual and small business clients. The firm operates as an owner-managed limited liability company and charges clients a percentage of assets under management. Its stated investment preference is equities, with a clear tilt toward exchange-traded instruments as the primary vehicle for delivering market exposure. Tranquil Asset Management does not position itself as an active ESG investor and does not present as a multi-state or pension consultant adviser; its client base is concentrated on individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds20%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Peter Yiu
OwnerCRD 2934297
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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