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Tilia Fiduciary Partners, Inc. CRD 157852
$404M regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
32 N. Front Street, Wilmington, NC 28401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| NC | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | Wilmington | NC | 08/2022 | 08/2024 |
| Trident University | Wilmington | NC | 01/2022 | 07/2022 |
| U.S.M.C. | Camp Lejeune | NC | 06/2017 | 12/2021 |
| Lakeside School District | Hot Springs | AR | 06/2012 | 05/2017 |
| Tilia Fiduciary Partners, Inc. | Wilmington | NC | 01/2026 | Present |
| University Of North Carolina | Wilmington | NC | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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