TRANQUILLI FINANCIAL ADVISOR, LLC
CRD #298056 SEC #801-113998 CLINTON, NJ (908) 730-6234
SEC Registered
Total AUM
$177.9M
Discretionary
$177.9M
Employees
1
Clients
11
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $177.9M | $177.9M | $0 | 1 | 0 |
| Nov 2025 | $177.9M | $177.9M | $0 | 1 | 0 |
| Aug 2025 | $177.9M | $177.9M | $0 | 1 | 0 |
| Feb 2025 | $177.9M | $177.9M | $0 | 1 | 0 |
| Jan 2025 | $163.1M | $163.1M | $0 | 1 | 0 |
| Mar 2024 | $163.1M | $163.1M | $0 | 1 | 0 |
| Dec 2023 | $147.3M | $147.3M | $0 | 2 | 0 |
| Mar 2023 | $147.3M | $147.3M | $0 | 2 | 0 |
| Jan 2023 | $161.5M | $161.5M | $0 | 2 | 0 |
| Mar 2022 | $161.5M | $161.5M | $0 | 2 | 0 |
| Jan 2022 | $125.9M | $125.9M | $0 | 1 | 0 |
| Aug 2021 | $125.9M | $125.9M | $0 | 1 | 0 |
| Feb 2021 | $125.9M | $125.9M | $0 | 1 | 0 |
| Oct 2020 | $111.9M | $111.9M | $0 | 1 | 0 |
| Aug 2020 | $111.9M | $111.9M | $0 | 1 | 0 |
| May 2020 | $111.9M | $111.9M | $0 | 1 | 0 |
| Apr 2020 | $111.9M | $111.9M | $0 | 1 | 0 |
| Apr 2020 | $111.9M | $111.9M | $0 | 1 | 0 |
| Feb 2020 | $111.9M | $111.9M | $0 | 1 | 0 |
| Dec 2019 | $101.7M | $101.7M | $0 | 5 | 0 |
| Feb 2019 | $101.7M | $101.7M | $0 | 5 | 0 |
| Jan 2019 | $101.7M | $101.7M | $0 | 5 | 0 |
| Oct 2018 | $0 | $0 | $0 | 6 | 0 |
| Oct 2018 | $0 | $0 | $0 | 6 | 0 |
| Aug 2018 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees1
Clients0
DateNov 2025
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2025
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2020
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees1
Clients0
DateDec 2019
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0