Tilia Fiduciary Partners, Inc.
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 157852
- Registered since
- January 19, 2021
- Website
- tiliapartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.61%
- Individuals22.43%
- Corporations / Businesses1.65%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tilia Fiduciary Partners, Inc. is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management services targeted at individuals and small businesses. Its fee model is flexible, combining percentage-of-AUM charges with hourly and fixed-fee arrangements. Tilia reports being an active ESG investor and identifies a preference toward fixed-income allocations within its strategy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Investment Grade Corp Bonds29%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents9%
- US Government Bonds7%
Contacts
3 of 5
Alexis Delia
Financial Planning AssociateCRD 7770687
Ryan Casey
Investment AdvisorCRD 6776936
Shawn Hudspeth
Investment Research AssociateCRD 7750723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$44.6M in ETFs
97%
$43.4M
2%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND (VIGI) | Vanguard | Passive | Foreign Large Growth | $11.1M | 125,318 | 24.85% |
Location
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 32 N Front St
- Time zone
- ET (UTC-5)
- Office locations
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