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TILIA FIDUCIARY PARTNERS, INC.

dba TILIA FIDUCIARY PARTNERS, INC. · CRD 157852 · Registered Investment Adviser

TILIA FIDUCIARY PARTNERS, INC. is a Registered Investment Adviser headquartered in WILMINGTON, NC. The firm reports $403,650,829 in regulatory assets under management across 997 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$393,885,552
Non-discretionary$9,765,277
Total RAUM$403,650,829
Accounts997

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 157852. adviserinfo.sec.gov/firm/summary/157852.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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