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, privately owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients while also serving some institutional relationships. The firm is SEC-registered (registered in 2021) and reports a mixed fee model — percentage of AUM supplemented by hourly and fixed-fee engagements. Its advisory activity emphasizes discretionary portfolio management and financial planning, and the firm identifies itself as an active ESG investor. Ownership is individual and the firm is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Walker Abney
Managing DirectorCRD 5248339
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 40Active vs passive
$80.8M in ETFs
99%
$79.8M
1%
$970K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $10.1M | 121,762 | 12.50% |
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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