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G10 LLC
217 International Circle
Hunt Valley, Maryland 21030
Tel: 443-541-2440
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 Status | Approved |
|---|---|
| Firm CRD# | 322876 |
| SEC# | 801-128984 |
| Assets Managed by Firm | $4,333,224,641 |
| No. of Clients | 150 |
| No. of Advisors | 42 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 150 | $4,333,224,641 |
| High net worth individuals | 69 | $11,703,492 |
| Charitable organizations | 6 | $4,197,888 |
| Corporations or other businesses | 30 | $2,255,304 |
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