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 registered investment adviser organized as a corporation and launched in 2021. The firm is individually owned and serves both individual/family and institutional clients. Its advisory offerings emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm identifies as an active ESG investor and reports a preference for fixed-income exposure within its asset mix. It is not positioned as a capital allocator or pension consultant and does not operate as a multi-state 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 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 82Active vs passive
$109M in ETFs
98%
$107M
1%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND (VIGI) | Vanguard | Passive | Foreign Large Growth | $11.1M | 119,232 | 10.19% |
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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