Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC (CRD# 174115) is a financial advisory firm headquartered in Easton, MD. They manage $292,801,630 in 222 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management293MILLION
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Total Number of Accounts222ACCOUNTS
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Average Account Value$1,318,926
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Tred Avon Family Wealth, LLC
No Advisor Found.
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