Group U, LLC

Overview

Group U, LLC is a Florida-registered limited liability partnership that operates as a non-independent retail RIA serving individual and family clients. The firm is individually owned and charges clients on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for individuals and small businesses. Group U does not position itself as a capital allocator or a multi-state adviser, and it does not emphasize ESG investing. The firm has industry affiliations with another investment adviser and with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices