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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