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G10 LLC

217 International Circle
Hunt Valley, Maryland 21030
Tel: 443-541-2440

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About G10 LLC

G10 LLC, formally registered with the SEC as G10 LLC. The firm was established in 10/30/2023. They have over 1 offices throughout the country.

G10 LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $4,333,224,641 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322876
SEC#801-128984
Assets Managed by Firm$4,333,224,641
No. of Clients150
No. of Advisors42

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total150$4,333,224,641
High net worth individuals69$11,703,492
Charitable organizations6$4,197,888
Corporations or other businesses30$2,255,304

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