Tilia Fiduciary Partners
Investment Management • 
Wilmington, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 32 North Front Street, Wilmington, New Hanover 28401, US |
| Phone number | +19106794093 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Education Planning, Retirement Planning, Investment Management, 401K & Small Business Retirement Plans |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Key Contacts at Tilia Fiduciary Partners
Ryan Casey
Managing Director
Walker Abney
Principal, Managing Director
Tilia Fiduciary Partners Email Formats
Tilia Fiduciary Partners uses 2 email formats. The most common is {first initial} (e.g., j@tiliapartners.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tiliapartners.com | 66.7% |
{first name} | john@tiliapartners.com | 33.3% |
About Tilia Fiduciary Partners
Tilia Fiduciary Partners, Inc. (TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide. We specialize in providing investment management and financial planning services to high net-worth individuals, small business owners, retirement plan sponsors and endowments. Tilia Fiduciary Partners, Inc. is a registered investment adviser with the United States Securities & Exchange Commission (SEC) that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by the SEC and does not mean the adviser has achieved a specific level of skill or ability. Tilia Fiduciary Partners, Inc. is not engaged in the practice of law or accounting. A professional adviser should be consulted before making any investment decisions. All expressions of opinion on this page reflect the judgment of the author(s) as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell securities, as personalized financial advice, or as legal or tax advice.
Tilia Fiduciary Partners revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $429,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Tilia Fiduciary Partners has 6 employees across 2 departments.
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Number of employees
Funding Data
Tilia Fiduciary Partners has never raised funding before.
Tilia Fiduciary Partners Tech Stack
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Frequently asked questions
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