32 N. Front Street
Wilmington, North Carolina 28401
Tel: 910-679-4093
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157852 |
SEC# | 801-120194 |
Assets Managed by Firm | $141,930,277 |
No. of Clients | 780 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 780 | $141,930,277 |
Individuals (other than high net worth individuals) | 228 | $65,883,726 |
High net worth individuals | 37 | $71,398,529 |
Charitable organizations | 2 | $492,580 |
Corporations or other businesses | 6 | $4,155,442 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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