|
⚲
|
| Keyboard |
| TRED Avon Family Wealth LLC
✚
|
|
|---|---|
| CRD # | 174115 |
| SEC # | 801-106937 |
| CIK # | 0002094435 |
| AUM | 431.9 M (2026-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-310-2064 |
| Address | 8603 Commerce Drive Easton, MD 21601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002094435 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 14.0 | ||
| Apple Inc | 10.1 | ||
| Microsoft Corp | 9.3 | ||
| Johnson & Johnson | 7.2 | ||
| Amazon Com Inc | 6.7 | ||
| Alphabet Inc | 5.9 | ||
| Nvidia Corp | 5.2 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Alphabet Inc | 3.9 | ||
| Broadcom Inc | 3.8 | ||
| Golub Capital BDC Inc | 3.1 | ||
| Lilly Eli & Co | 3.0 | ||
| FPL Group Inc | 2.9 | ||
| Visa Inc | 2.7 | ||
| Thermo Fisher Scientific Inc | 2.6 | ||
| Abbott Laboratories | 2.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 2.4 | ||
| Facebook Inc | 2.3 | ||
| AbbVie Inc | 2.3 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Palo Alto Networks Inc | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 4.5 |
| (b) Individuals (high net worth individuals) | 296 | 390.4 |
| (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 | 10 | 11.3 |
| (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 | 9 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 431.9 |
| By Discretionary | ||
| Discretionary | 26 | 123.7 |
| Non-Discretionary | 321 | 308.2 |
| Total | 347 | 431.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.9 | |
| Total | 347 | 431.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002094435] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 60 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Align Financial LLC
✚
|
MN | 433.7 M |
|
Santori & Peters Inc
✚
|
PA | 433.5 M |
|
Robinswood Financial LLC
✚
|
WA | 433.3 M |
|
Lisanti Capital Growth LLC
✚
|
NY | 432.5 M |
|
FSB Premier Wealth Management Inc
✚
|
IA | 431.7 M |
|
MRWM Advisors LLC
✚
|
TN | 431.7 M |
|
NBZ Investment Advisors LLC
✚
|
TN | 431.2 M |
|
Prospect Financial Services LLC
✚
|
NY | 431.0 M |
|
MWM Group LLC
✚
|
NY | 431.0 M |
|
Causey Public Finance LLC
✚
|
430.9 M |