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Home > Retirement Planners > maryland > easton > TRED AVON FAMILY WEALTH, LLC
TRED AVON FAMILY WEALTH, LLC
8603 Commerce Drive
Suite 7a
Easton, Maryland 21601
Tel: 410-310-2064
About TRED AVON FAMILY WEALTH, LLC
TRED AVON FAMILY WEALTH, LLC, formally registered with the SEC as TRED AVON FAMILY WEALTH, LLC. The firm was established in 11/19/2015. They have over 1 offices throughout the country.
TRED AVON FAMILY WEALTH, LLC is a Easton, Maryland based Financial Planning firm with nearly $292,801,630 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174115 |
| SEC# | 801-106937 |
| Assets Managed by Firm | $292,801,630 |
| No. of Clients | 222 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 222 | $292,801,630 |
| Individuals (other than high net worth individuals) | 48 | $14,784,007 |
| High net worth individuals | 39 | $268,504,357 |
| Charitable organizations | Fewer than 5 clients | $9,513,266 |
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