Overview
Assets Under Management: $404 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 77
Average Client Assets: $4 million
Frequently Asked Questions
TILIA FIDUCIARY PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157852), TILIA FIDUCIARY PARTNERS, INC. is subject to fiduciary duty under federal law.
TILIA FIDUCIARY PARTNERS, INC. is headquartered in WILMINGTON, NC.
TILIA FIDUCIARY PARTNERS, INC. serves 77 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, TILIA FIDUCIARY PARTNERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
TILIA FIDUCIARY PARTNERS, INC. manages $404 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, TILIA FIDUCIARY PARTNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 997
Discretionary Accounts: 979
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 157852
Filing ID: 2048848
Last Filing Date: 2026-02-06 18:43:27