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Tilia Fiduciary Partners Inc
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CRD # | 157852 |
SEC # | 801-120194 |
CIK # | 0001910210 |
AUM | $173.0 MM (2024-08-30) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 910-679-4093 |
Address | 32 N Front Street Wilmington, NC 28401 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 6.6 | |
MSFT | 1,918,222.4 | 5.4 | |
GOOGL | 1,475,138.5 | 3.9 | |
BAH | 11,592.0 | 3.0 | |
V | 419,260.5 | 2.8 | |
AMD | 131,458.5 | 2.8 | |
MCK | 46,168.4 | 2.7 | |
COST | 207,576.9 | 2.7 | |
CSL | 12,394.7 | 2.7 | |
WMT | 335,434.5 | 2.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 244 | 76.9 |
(b) Individuals (high net worth individuals) | 44 | 90.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 11 | 0.0 |
(h) Charitable organizations | 3 | 1.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 4.3 |
(n) Other | 0 | 0.0 |
Total | 807 | 173.0 |
By Discretionary | ||
Discretionary | 799 | 168.9 |
Non-Discretionary | 8 | 4.0 |
Total | 807 | 173.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 173.0 | |
Total | 807 | 173.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001910210] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Commons Capital LLC
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MA | 0.2 |
Financial Institution Services LLC
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NV | 0.2 |
McBroom & Associates LLC
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NV | 0.2 |
Shelter Rock Management LLC
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NY | 0.2 |
Utopia Wealth Management LLC
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FL | 0.2 |
Ascend Interplay LLC
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NY | 0.2 |
JHP Wealth Management LLC
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CO | 0.2 |
Bright Angel Advisors LLC
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MN | 0.2 |
ETRE LLC
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|
MA | 0.2 |
Hutchinson & Ziegler Financial Advisors Inc
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|
CA | 0.2 |