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TILIA FIDUCIARY PARTNERS, INC.

SEC Form ADV profile.

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

Firm details

CRD number
157852
SEC file number
801-120194
Main office
WILMINGTON, NC, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.