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Frances Elizabeth Spurry

TRED AVON FAMILY WEALTH, LLC·EASTON, Maryland
Unclaimed Profile
8603 COMMERCE DRIVE, EASTON, MD 21601CRD# 3088160Firm CRD# 174115
01

About

Frances Elizabeth Spurry is a registered financial advisor based in EASTON, Maryland, affiliated with TRED AVON FAMILY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRED AVON FAMILY WEALTH, LLC
TRED AVON FAMILY WEALTH, LLC
AUM
$293M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRED AVON FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3088160
Firm CRD# 174115
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frances Elizabeth Spurry offer?
Frances Elizabeth Spurry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Maryland for a consultation.
What are Frances Elizabeth Spurry's credentials?
Frances Elizabeth Spurry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frances Elizabeth Spurry located?
Frances Elizabeth Spurry is based in EASTON, Maryland, working with TRED AVON FAMILY WEALTH, LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Frances Elizabeth Spurry charge for services?
Frances Elizabeth Spurry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRED AVON FAMILY WEALTH, LLC?
TRED AVON FAMILY WEALTH, LLC has approximately 6 employees and manages $293M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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