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TILIA FIDUCIARY PARTNERS, INC.
CRD 157852 · SEC 801-120194
32 N. FRONT STREET, WILMINGTON, NC, 28401, United States
Phone
910-679-4093
Fax
910-679-4534
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.7M
Discretionary AUM
$393.9M
Team
8 total employees; 6 advisory reps; 12 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 252 | $90.6M |
| High net worth individuals | 77 | $305.2M |
| Pension/profit sharing plans | 12 | $0 |
| Charitable organizations | 2 | $1.2M |
| Corporations/business entities | 13 | $6.7M |
States served
KY, NE, NY, NC, SC, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD