|
⚲
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| TRED Avon Family Wealth LLC
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|
|
|---|---|
| CRD # | 174115 |
| SEC # | 801-106937 |
| CIK # | |
| AUM | $292.8 MM (2024-03-27) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 410-310-2064 |
| Address | 8603 Commerce Drive Easton, MD 21601 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 14.8 |
| (b) Individuals (high net worth individuals) | 39 | 268.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 9.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 292.8 |
| By Discretionary | ||
| Discretionary | 6 | 9.5 |
| Non-Discretionary | 216 | 283.3 |
| Total | 222 | 292.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.8 | |
| Total | 222 | 292.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Longview Asset Management LLC
✚
|
NM | 0.3 |
|
Alpha Leonis Partners LLC
✚
|
NY | 0.3 |
|
Richard W Paul & Associates LLC
✚
|
MI | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Causey Wealth LLC
✚
|
CO | 0.3 |
|
Note Advisors LLC
✚
|
NY | 0.3 |
|
Wayfinding Financial LLC
✚
|
WA | 0.3 |
|
Spectrum Financial Inc
✚
|
VA | 0.3 |
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |