TILIA FIDUCIARY PARTNERS, INC.

WILMINGTON, North Carolina·3 registered advisors·CRD# 157852
SEC# 801-1201940910-679-4093
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TILIA FIDUCIARY PARTNERS, INC.

3 registered advisors
John Ward Nesselroade
WILMINGTON, North Carolina
Ryan Edward Casey
WILMINGTON, North Carolina
Walker Lee Abney
WILMINGTON, North Carolina
CFP
05

Office Locations

WILMINGTON, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. TILIA FIDUCIARY PARTNERS, INC. (CRD# 157852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.