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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TRED Avon Family Wealth LLC
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|---|---|
| CRD # | 174115 |
| SEC # | 801-106937 |
| CIK # | |
| AUM | $473.8 M (2025-06-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 410-310-2064 |
| Address | 8603 Commerce Drive Easton, MD 21601 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 3.7 |
| (b) Individuals (high net worth individuals) | 70 | 460.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 297 | 473.8 |
| By Discretionary | ||
| Discretionary | 20 | 44.0 |
| Non-Discretionary | 277 | 429.8 |
| Total | 297 | 473.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.8 | |
| Total | 297 | 473.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Wealth Asset Management LLC
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|
MN | 0.5 |
|
Jacobsen Capital Management LLC
✚
|
UT | 0.5 |
|
North Shore Private Asset Management LLC
✚
|
IL | 0.5 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.5 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.5 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Pegasus Asset Management Inc
✚
|
NJ | 0.5 |
|
Kooman & Associates
✚
|
PA | 0.5 |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |