TRANQUILITY PATH INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
MATAWAN, New Jersey
CRD number
156518
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • David Golembieski

    Vice PresidentCRD 8168778

  • OSCAR CASAS

    AdvisorCRD 6083638

  • HENRY ZUPKO

    Founder and PresidentCRD 1397485

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth