TILIA FIDUCIARY PARTNERS, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	North Carolina, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	799	$168.9M
Non-Discretionary	8	$4.0M
Total	807	$173.0M

Clients

Type	Number	RAUM
Individuals	244	$76.9M
HNW Individuals	44	$90.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	11	$0
Charitable organizations	3	$1.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$4.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	12
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-120194
SEC ERA File Number	801-120194
SEC CIK Numbers	1910210
SEC CRD Numbers	157852
Legal Entity Identifier	None

Principal Office

32 N. FRONT STREET
WILMINGTON
NC
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic