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Building 2TRED AVON FAMILY WEALTH, LLC

Map pinEASTON, MD
Phone410-310-2064
NotebookSEC #801-106937
Total AUM
$431.9M
Employees
3
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8603 COMMERCE DRIVE
SUITE 7A
EASTON
MD 21601
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
410-310-2064

ReceiptFinancials

Total AUM
$431.9M
Accounts
347
Discretionary
$123.7M
Accounts
26
Non-Discretionary
$308.2M
Accounts
321

ContactClients

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Individual Clients
32
AUM
$4.5M
HNW Individual Clients
296
AUM
$390.4M
Charitable Organization Clients
10
AUM
$11.3M
Corporation or Business Clients
9
AUM
$25.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNYTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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