Group U, LLC

Overview

Group U, LLC is organized as a limited liability partnership and operates as a non-independent retail registered investment adviser serving individual and family clients. The firm is owned by an individual and bills clients on a percentage-of-AUM fee model. Its primary advisory activity is portfolio management for individuals and small businesses. Group U is not positioned as a capital allocator, does not report active ESG investing, and is not registered as a multi-state or pension consultant adviser. Industry affiliations listed include another investment adviser and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices