TRANQUILITY PATH INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- MATAWAN, New Jersey
- CRD number
- 156518
- Website
- www.tranquilitypath.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tranquility Path Investment Advisors, LLC is an individually owned limited liability company that operates as an adviser and capital allocator. The firm charges clients a fee calculated as a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Tranquility Path reports that it is not an active ESG investor and does not operate as a multi-state adviser. Its organizational profile identifies the firm as a capital allocator that places client capital with third-party managers when appropriate.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3David Golembieski
Vice PresidentCRD 8168778
OSCAR CASAS
AdvisorCRD 6083638
HENRY ZUPKO
Founder and PresidentCRD 1397485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MATAWAN, NJ
MONMOUTH
Location
MATAWAN, NJ
Headquartered in MATAWAN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 100 Matawan Rd
- Time zone
- ET (UTC-5)
- Office locations
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