← Back to searchVisit website
FLOREK FINANCIAL, LLC
CRD 152235 · SEC 801-110016
46 RAILROAD AVENUE, SUITE 201, DUXBURY, MA, 02332, United States
Phone
781-934-9400
Fax
781-704-7921
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$511.0M
Discretionary AUM
$145.0M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $5.9M |
| High net worth individuals | 80 | $500.0M |
| Pension/profit sharing plans | 2 | $5.1M |
States served
MA, NY
All web addresses on file
Official SEC filing: View on IAPD