710 CONSULTING GROUP, LLC

Overview

710 Consulting Group, LLC is an independent registered investment adviser structured as a limited liability company that primarily serves individual and family clients. The firm operates as a capital allocator and combines financial planning and ongoing portfolio management with real estate brokerage activity. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting-type services, selection of outside advisers, and other planning work reflected in a mixed fee schedule that includes percentage-of-AUM, hourly and fixed-fee engagements. Investment activity shows a clear preference for equities as the principal portfolio building block, with exchange-traded securities representing the largest single asset class. At the same time, the firm deliberately integrates real estate exposure through third-party managers and leverages its role as a real estate broker to source or advise on property opportunities. The mix of fee structures and advisory services suggests 710 Consulting Group adapts its delivery to both ongoing discretionary management relationships and discrete, project-based engagements.

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