Alexis
Delia
Tilia Fiduciary Partners, Inc
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About this Advisor
Alexis Delia is a financial advisor based in Wilmington, North Carolina, working with Tilia Fiduciary Partners, Inc. Alexis has previously held positions at Tilia Fiduciary Partners, Hachette Book Group, A. Noble Events & Design, Common Desk, University Of North Carolina Wilmington, Westlake High School, Wakefield High School, Fairfax High School, and Lanier Middle School. Alexis has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Alexis is part of Tilia Fiduciary Partners, Inc, which operates out of Wilmington, North Carolina. The firm has 6 employees and manages assets totaling $173.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tilia Fiduciary Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tilia Fiduciary Partners, Inc Brokerage Details
$172,959,637
6
807
$214,324
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alexis Delia Work History
Tilia Fiduciary Partners
Hachette Book Group
A. Noble Events & Design
Common Desk
University Of North Carolina Wilmington
Westlake High School
Wakefield High School
Fairfax High School
Lanier Middle School
Disclosures
Please visit the SEC profile of Alexis Delia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tilia Fiduciary Partners, Inc
Wilmington, NC
Wilmington, NC
Wilmington, NC
Wilmington, NC
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