F
$79.0M Total AUM
$63.7M Disc. AUM
-- 3Y CAGR
4 Employees
111 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2013
- Office Locations
- 1
Office Locations
1765 Greensboro Station Place Tower 1, Suite 900 Mclean VA
About Florin Group, LLC
Florin Group is a Virginia-based RIA providing client-first, holistic financial planning and wealth management, including multigenerational legacy planning, education savings strategies, and values-aligned (socially responsible) investing. Custodies client assets at Charles Schwab and has been recognized by Arlington Magazine’s Best of Arlington (2021).
Team overview
47 AVG AGE
$39.5M AVG AUM / ADVISOR
$711.8K AVG AUM / CLIENT
8.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Technology
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Owner & Executives
TRACY KUO SHEN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2841473
- Ownership
- 75% or more
Available
Available
Available
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S
SALMA MUSHTAQ CHAUDRY
Wealth Advisor
- CRD
- #6405010
Available
Available
Available
N
Ning Jin
--
- CRD
- #8220248
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,688,578 | -- |
| Non-Discretionary | $15,316,494 | -- |
| Total | $79,005,072 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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