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10T HOLDINGS, LLC

35 Mason Street
Greenwich, Connecticut 06830
Tel: 203-441-7300

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About 10T HOLDINGS, LLC

10T HOLDINGS, LLC, formally registered with the SEC as 10T HOLDINGS, LLC. The firm was established in 09/27/2021. They have over 2 offices throughout the country.

10T HOLDINGS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $1,178,135,192 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#313081
SEC#801-122407
Assets Managed by Firm$1,178,135,192
No. of Clients17
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total17$1,178,135,192

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