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Tilia Fiduciary Partners, Inc.

● SEC registered since 2021CRD 157852SEC# 801-120194Wilmington, NC
Export (members)
Reg. AUM
$413.9M
Employees
5
Accounts
934
Location
Wilmington, NC

Tilia Fiduciary Partners, Inc. assets under management

Tilia Fiduciary Partners, Inc. is an SEC-registered investment adviser based in Wilmington, NC. The firm has been registered since 2021. It reports $413.9 million in regulatory assets under management and employs 5 people.

Tilia Fiduciary Partners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Ryan Edward Casey ControlSecretary/Treasurer/Managing Director/Chief Compliance Officer50-75%2022
Walker Lee Abney ControlPresident/Managing Director50-75%2022

Frequently asked questions

How much does Tilia Fiduciary Partners, Inc. manage?

Tilia Fiduciary Partners, Inc. reports $413.9 million in regulatory assets under management on its Form ADV.

How many employees does Tilia Fiduciary Partners, Inc. have?

Tilia Fiduciary Partners, Inc. reports 5 employees.

Where is Tilia Fiduciary Partners, Inc. located?

Tilia Fiduciary Partners, Inc. is based in Wilmington, NC and has been SEC-registered since 2021.

Does Tilia Fiduciary Partners, Inc. disclose fund performance?

Tilia Fiduciary Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address32 N. Front Street, Wilmington, NC 28401
Phone910-679-4093
Fax910-679-4534
Office hoursM-Th 9:00 a.m.-4:30 p.m.; F 9:00 a.m.-4:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1910210
Discloses disciplinary historyNo

Assets under management

Discretionary$406.9M
Non-discretionary$7M
Total (RAUM)$413.9M