Overview
Assets Under Management: $685 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 105
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.63
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 859
Discretionary Accounts: 816
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 283478
Last Filing Date: 2025-02-27 00:00:00
Website: https://tranquilitypartners.com