TRED AVON FAMILY WEALTH, LLC of EASTON, MD is an SEC-registered investment adviser (CRD 174115). Regulatory assets under management: $431.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Frances Elizabeth Spurry | MANAGING MEMBER/OWNER; MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | — |
| Stacy Leigh Sizemore | CHIEF COMPLIANCE OFFICER | — |
| SPURRY FRANCES ELIZABETH | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | — |
| Terry Cullen Warren | CHIEF COMPLIANCE OFFICER | — |