Tilia Fiduciary Partners, Inc. (Wilmington)

Name: Tilia Fiduciary Partners, Inc.
Address: 1133 Military Cutoff Rd., Wilmington, NC, 28405
Telephone: 910-679-4093

Tilia Fiduciary Partners, Inc. is an adviser based in Wilmington. It manages $48.57 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of North Carolina.

Tilia Fiduciary Partners provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tilia Fiduciary Partners: assets under management

The assets under management (AUM) of Tilia Fiduciary Partners, Inc. is $48.57 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.87 million in discretionary accounts and $43.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $285.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tilia Fiduciary Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tilia Fiduciary Partners, Inc.

Jonathan Michael Vanden Bosch has been acting as President since 1 Apr 2011. John Ward Nesselroade joined the executive team most recently as the Principal/President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Michael Vanden Bosch	President/chief compliance officer	1 Apr 2011	75% - 100%	5923023
John Ward Nesselroade	Principal/president/chief compliance officer	1 May 2011	50% - 75%	4258837
Walker Lee Abney	Principal/secretary/treasurer	1 May 2011	25% - 50%	5248339

Based in Wilmington

The principal office where Tilia Fiduciary Partners, Inc. performs its advisory services is located at 1133 Military Cutoff Rd., Wilmington, NC 28405, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 910-679-4093 or by fax 910-679-4534. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.tiliapartners.com.