Tilia Fiduciary Partners, Inc.

Tilia Fiduciary Partners, Inc. (CRD# 157852) is a financial advisory firm headquartered in Wilmington, NC. They manage $63,050,000 in 471 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $133,864
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC, WA

Financial Advisors at Tilia Fiduciary Partners, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Walker L. Abney
CRD#: 5248339
Wilmington, NC 28403

Walker Abney (CRD# 5248339) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 13 years of experience in the finance industry. Walker Abney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan E. Casey
CRD#: 6776936
Wilmington, NC 28401

Ryan Casey (CRD# 6776936) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 2 years of experience in the finance industry.

3
Julie A. Cumalander
CRD#: 6218160
Wilmington, NC 28401

Julie Cumalander (CRD# 6218160) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 6 years of experience in the finance industry.

4
William P. Fleming
CRD#: 6329288
Wilmington, NC 28401

William Fleming (CRD# 6329288) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 5 years of experience in the finance industry.

5
John W. Nesselroade
CRD#: 4258837
Wilmington, NC 28403

John Nesselroade (CRD# 4258837) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 19 years of experience in the finance industry.

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