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, SEC-registered investment adviser organized as an LLC and founded in 2018. The firm acts as a capital allocator for a client mix that includes high-net-worth individuals, families and institutional accounts. Its primary fee model is a percentage of assets under management, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Tranquility Partners reports an owner-type of "individual" and does not present itself as a multi-state or pension consultant 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
James Baker
Chief Executive OfficerCRD 2850941
John Crawford
Principal & COOCRD 6641949
James Baker
Chief Executive OfficerCRD 6807291
Contacts
3 of 4
Nathaniel Sems
AssociateCRD 7905990
Jordan Baker
Vice PresidentCRD 7141820
April Pica
VP of Trading and OperationsCRD 2850513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$127M in ETFs
84%
$106M
13%
$20.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $5.1M | 49,127 | 4.03% |
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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