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TRED AVON FAMILY WEALTH, LLC

Tel: 410-310-2064
8603 Commerce Drive
Suite 7a
Easton, Maryland  21601

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TRED AVON FAMILY WEALTH, LLC

TRED AVON FAMILY WEALTH, LLC is a Easton, Maryland based financial advisory firm with nearly $292,801,630 in assets under management and provides investment advisory services for 222 clients. There are currently 6 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

174115

SEC#:

801-106937

No. of Clients:

222

Assets under Management

$292,801,630

No. of Advisors:

6

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