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Home > Retirement Planners > north carolina > wilmington > TILIA FIDUCIARY PARTNERS, INC.
TILIA FIDUCIARY PARTNERS, INC.
32 N. Front Street
Wilmington, North Carolina 28401
Tel: 910-679-4093
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 $172,959,637 assets under management, offering retirement planning & investment advisory services to 807 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157852 |
| SEC# | 801-120194 |
| Assets Managed by Firm | $172,959,637 |
| No. of Clients | 807 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 807 | $172,959,637 |
| Individuals (other than high net worth individuals) | 244 | $76,875,480 |
| High net worth individuals | 44 | $90,219,867 |
| Charitable organizations | 3 | $1,561,299 |
| Corporations or other businesses | 7 | $4,302,991 |
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