Tranquility Partners, LLC
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 283478
- Registered since
- May 14, 2018
- Website
- tranquilitypartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.2%
- Individuals7.84%
- Corporations / Businesses1.76%
- Pension & Profit Sharing Plans0.13%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tranquility Partners, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm operates as a capital allocator for both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Public filings indicate the firm does not market itself as an active ESG investor and does not identify as a multi-state 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
- Private Funds37%
- Public Funds/Mutual Funds25%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- State & Local Bonds8%
Owners & executives
3 of 3
John Crawford
Principal & COOCRD 6641949
James Baker
Chief Executive OfficerCRD 2850941
James Baker
Chief Executive OfficerCRD 6807291
Contacts
3 of 4
Jordan Baker
Vice PresidentCRD 7141820
April Pica
VP of Trading and OperationsCRD 2850513
Tyler Cohen
AssociateCRD 7475997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$123M in ETFs
81%
$100M
16%
$23.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $5M | 47,737 | 4.09% |
Location
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 5214 Maryland Way
- Time zone
- CT (UTC-6)
- Office locations
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