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, SEC-registered advisory firm organized as a corporation and owned by an individual. Registered in 2021, it serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and is not structured as a capital allocator, pension consultant, or related adviser.
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 5Alexis 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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