FLORIN GROUP, LLC

Overview

Florin Group, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management and the selection of outside advisers when clients need specialty exposure. Fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements, allowing flexibility for planning-only clients as well as ongoing asset management relationships. Investment preference is equity‑centric: exchange‑traded equities are the single largest asset class in client portfolios and the firm shows a clear tilt toward liquid, exchange‑traded instruments. Florin Group uses discretionary authority for the majority of assets under management, and it works with an insurance company as an industry affiliate. The firm is not flagged as an active ESG investor and is not organized as a multi‑state adviser in its reporting.

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Public Holdings

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Location & Offices