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Building 2TILIA FIDUCIARY PARTNERS, INC.

Map pinWILMINGTON, NC
Phone910-679-4093
NotebookSEC #801-120194
Total AUM
$403.7M
Employees
8
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32 N. FRONT STREET
WILMINGTON
NC 28401
United States
Operating Hours
M-TH 9:00 AM-4:30 PM; F 9:00 AM-4:00 PM
Monday - Friday
Phone
910-679-4093

ReceiptFinancials

Total AUM
$403.7M
Accounts
997
Discretionary
$393.9M
Accounts
979
Non-Discretionary
$9.8M
Accounts
18

ContactClients

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Individual Clients
252
AUM
$90.6M
HNW Individual Clients
77
AUM
$305.2M
Pension/Profit Sharing Plan Clients
12
AUM
$0
Charitable Organization Clients
2
AUM
$1.2M
Corporation or Business Clients
13
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNCNENYSCTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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