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Building 2TILIA FIDUCIARY PARTNERS, INC.

Map pinWILMINGTON, NC
Phone910-679-4093
NotebookSEC #801-72393
Total AUM
$48.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1133 MILITARY CUTOFF RD.
SUITE 110
WILMINGTON
NC 28405
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
910-679-4093

ReceiptFinancials

Total AUM
$48.6M
Accounts
179
Discretionary
$4.9M
Accounts
26
Non-Discretionary
$43.7M
Accounts
153

ContactClients

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None reported

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
NC

HandshakeAffiliates

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

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