Tred Avon Family Wealth, LLC

RIASEC Registered

Total AUM

$432M

Discretionary

$124M

29% of AUM

Avg account

$1.2M

Accounts

347

Employees

Advisory reps

Firm details

Headquarters: Easton, Maryland
CRD number: 174115
Registered since: November 19, 2015
Website: tredavonfamilywealth.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.38%
Corporations / Businesses5.96%
Charitable Organizations2.62%
Individuals1.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tred Avon Family Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2015. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of external advisers. The firm uses a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — which suggests flexibility for different client needs. It is not identified as an active ESG investor and is not flagged as a multi-state adviser. The owner type is listed as individual.