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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-30-2013
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 80.6% is discretionary and 19.4% is non-discretionary.
The firm reports 2 advisory representatives and 111 clients, or 55.5 clients per representative. That equates to $711.8K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Florin Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TRACY KUO SHEN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2841473
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SALMA MUSHTAQ CHAUDRY
Wealth Advisor
- CRD
- #6405010
Ning Jin
--
- CRD
- #8220248
Showing 2 of 3 contacts
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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
SMA allocation detail is available
Florin Group, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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