FL Group, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
334399
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Philip Hotz

    Philip Hotz

    CEOCRD 1047054

Contacts

1 of 1
  • Devin Hotz

    Investment Advisor RepresentativeCRD 8040041

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth