TRANQUIL PATH FINANCIAL PLANNING

TRANQUIL PATH FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 322455). Regulatory assets under management: $20.5M.

Registration

• CRD: 322455
• Type: Registered investment adviser
• Phone: (216) 270-6994
• Latest filing: 2026-03-10
• Regulatory AUM: $20.5M
• Discretionary AUM: $20.5M
• Clients: 1
• Accounts: 88

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322455 on SEC IAPD (source of record)
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