G
CRD: 329765
Group U, LLC
Coral Gables, FL, 33146
3054587549
$2.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-09-2024
- Office Locations
- 1
Office Locations
1550 Madruga Avenue Suite 303 Coral Gables FL
About Group U, LLC
Group U, LLC is a Coral Gables-based RIA. The firm has been operating for 1 years. Managing $2.6M in total assets under management, with 1 advisory representatives. Services offered include Asset Management.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$109.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Services
Unison
Owner & Executives
I
ISAAC SHAMAH CHATTAJ
Chief Compliance Officer, Managing Member
- CRD
- #7853450
- Ownership
- 75% or more
(904) 978-4601
summit.alpha@signalcapital.com
in linkedin.com/in/summit-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,620,000 | -- |
| Total | $2,620,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,620,000
Equity - Exchange:
41.4% Derivatives:
58.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,617,413,518 | 41.4% |
| Derivatives | $5,120,300,294 | 58.6% |
| Total | $8,737,713,812 | 100.0% |