TRED AVON FAMILY WEALTH, LLC

EASTON, Maryland·1 registered advisor·CRD# 174115
SEC# 801-1069370410-310-2064
01

Firm Overview

AUM
$293M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRED AVON FAMILY WEALTH, LLC

1 registered advisor
Frances Elizabeth Spurry
EASTON, Maryland
05

Office Locations

EASTON, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. TRED AVON FAMILY WEALTH, LLC (CRD# 174115) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.