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Building 2G10 LLC

Map pinHUNT VALLEY, MD
Phone443-541-2440
NotebookSEC #801-128984
Total AUM
$4.9B
Employees
49
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
217 INTERNATIONAL CIRCLE
HUNT VALLEY
MD 21030
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
443-541-2440

ReceiptFinancials

Total AUM
$4.9B
Accounts
179
Discretionary
$4.9B
Accounts
177
Non-Discretionary
$2.9M
Accounts
2

ContactClients

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HNW Individual Clients
84
AUM
$83.9M
Pooled Vehicle Clients
16
AUM
$4.8B
Charitable Organization Clients
6
AUM
$1.1M
Corporation or Business Clients
31
AUM
$1.6M
Other Clients
1
AUM
$49.2M
Description of Other Clients
PROPRIETARY ACCOUNT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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