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TILIA FIDUCIARY PARTNERS, INC.

32 N. Front Street
Wilmington, North Carolina 28401
Tel: 910-679-4093

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About TILIA FIDUCIARY PARTNERS, INC.

TILIA FIDUCIARY PARTNERS, INC, formally registered with the SEC as TILIA FIDUCIARY PARTNERS, INC. The firm was established in 01/19/2021. They have over 1 offices throughout the country.

TILIA FIDUCIARY PARTNERS, INC. is a Wilmington, North Carolina based Financial Planning firm with nearly $141,930,277 assets under management, offering retirement planning & investment advisory services to 780 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157852
SEC#801-120194
Assets Managed by Firm$141,930,277
No. of Clients780
No. of Advisors7

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total780$141,930,277
Individuals (other than high net worth individuals)228$65,883,726
High net worth individuals37$71,398,529
Charitable organizations2$492,580
Corporations or other businesses6$4,155,442

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