217 International Circle
Hunt Valley, Maryland 21030
Tel: 443-541-2440
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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