FL Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 334399
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
FL Group, Inc. is registered as a corporate entity that functions primarily as an insurance broker and as a selector of outside advisers rather than as a traditional discretionary asset manager. The firm is identified as a capital allocator, which suggests its role is to channel client capital to third-party managers or investment vehicles rather than hold large, proprietary portfolios on its books. Its fee structure is listed as “Other,” indicating compensation may come through non-standard means (commissions, insurance product commissions, or hybrid arrangements) rather than a simple percentage-of-assets advisory fee. The firm does not identify as an active ESG investor and is not set up as a multi-state advisory practice or pension consultant. Given the combination of insurance brokerage and adviser-selection activities, FL Group, Inc. appears positioned to pair insurance solutions with externally managed investment strategies, serving clients through referrals or delegated manager relationships rather than through direct portfolio management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Philip Hotz
CEOCRD 1047054
Contacts
1 of 1Devin Hotz
Investment Advisor RepresentativeCRD 8040041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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