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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2015
- Office Locations
- 2
Office Locations
About Tred Avon Family Wealth, LLC
Tred Avon Family Wealth is a boutique Easton, MD firm serving select high-net-worth families with integrated wealth management and concierge family office support. Services include portfolio oversight, cash-flow management and bill pay, consolidated reporting/family accounting, and coordination with other advisors, plus estate/trust and philanthropy/impact-investing planning. Portfolios are ETF-centric and custodied at Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANCES ELIZABETH SPURRY
Managing Member, Owner
- CRD
- #3088160
- Ownership
- 75% or more
Terry Cullen Warren
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Elizabeth Spurry
President
- CRD
- --
FRANCES ELIZABETH SPURRY
Managing Member, Owner
- CRD
- #3088160
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,693,436 | $4,757,440 |
| Non-Discretionary | $308,238,592 | $960,245 |
| Total | $431,932,028 | $1,244,761 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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