Florin Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Florin Group provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations, with a practice oriented toward high‑net‑worth and multigenerational households. The firm offers ongoing portfolio management, written financial plans and implementation support, and may recommend other professionals to assist with tax, legal, or insurance matters.
The firm develops client‑specific investment policy statements and asset allocations using tools such as Riskalyze and Morningstar, and manages accounts on either a discretionary or non‑discretionary basis across mutual funds, ETFs, equities and fixed income. Florin may engage in short‑term trading and selective short sales when consistent with a client’s risk tolerance and emphasizes tax‑aware implementation while advising clients to consult tax professionals.
Florin’s advisory approach highlights multigenerational engagement and includes senior‑care planning and assisted‑living fee negotiation as part of its financial planning services, and the brochure discloses an additional $82 million in assets under advisement in addition to its assets under management. The firm’s professionals are also licensed insurance agents who may receive commissions for insurance sales, a potential conflict the firm discloses and addresses through its Code of Ethics and client disclosures.
Client services
Expertise
Fee options
Fixed fees from $6,000 to $15,000
$0 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.90% $10,000,000 - $24,999,999: 0.80% $25,000,000 - $49,999,999: 0.70% $50,000,000+: 0.60%
$150-$400 per hour
Account minimum: $1,000,000 Fee-only: Hourly fees ranging from $150-$400 per hour; Fixed fees ranging from $6,000 to $15,000
Main office
1765 Greensboro Station Place, Tower 1, Suite 900
McLean VA 22102
Advisors at this office
3
Most active in
District of Columbia · Maryland · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ning J
Series 65
McLean, VA
Florin Group, LLC
Ning Jin is a financial advisor at Florin Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Florin Group, Jin held roles at Fortune and Beyond, J&J Premier Financial Alliance, and various companies in other sectors. Florin Group provides personalized investment management and financial planning services primarily to high-net-worth and multigenerational households, offering portfolio management and financial plans tailored to individual client needs. The firm emphasizes tax-aware implementation and multigenerational engagement, including senior-care planning and assisted-living fee negotiation.
Tracy S
ChFC®, Series 66
McLean, VA
Florin Group, LLC
Tracy Shen is a financial advisor with Florin Group, LLC in McLean, VA, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. She has been with Florin Group and Purshe Kaplan Sterling Investments since 2013. Outside of advisory work, Shen sells life insurance and acts as an independent insurance agent for various companies. Florin Group provides personalized investment management and financial planning for individuals, trusts, foundations, endowments, and corporations, focusing on high-net-worth and multigenerational households. The firm develops client-specific investment policies and manages diversified portfolios with an emphasis on tax-aware implementation and multigenerational engagement.
Salma C
ChFC®, Series 65
McLean, VA
Florin Group, LLC
Salma Chaudry is a financial advisor at Florin Group, LLC in McLean, VA, holding the ChFC® designation and Series 65 license with 10 years of industry experience. She has been with Florin Group since 2013. Florin Group provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations, with a focus on high-net-worth and multigenerational households. The firm employs tailored investment policy statements and asset allocations, managing portfolios across mutual funds, ETFs, equities, and fixed income with an emphasis on tax-aware implementation and multigenerational engagement.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)