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 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
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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