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Florek Financial, LLC

● SEC registered since 2017CRD 152235SEC# 801-110016Duxbury, MA
Export (members)
Reg. AUM
$432M
Employees
2
Accounts
542
Location
Duxbury, MA

Florek Financial, LLC assets under management

Florek Financial, LLC is a registered investment adviser overseen by the SEC based in Duxbury, MA. The firm has been registered since 2017. It reports $432 million in regulatory assets under management and employs 2 people.
www.florekfinancial.comView on SEC.gov ↗

Florek Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Coady Florek ControlManaging Member And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Florek Financial, LLC manage?

Florek Financial, LLC reports $432 million in regulatory assets under management on its Form ADV.

How many employees does Florek Financial, LLC have?

Florek Financial, LLC reports 2 employees.

Where is Florek Financial, LLC located?

Florek Financial, LLC is based in Duxbury, MA and has been SEC-registered since 2017.

Does Florek Financial, LLC disclose fund performance?

Florek Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address46 Railroad Avenue, Suite 201, Duxbury, MA 02332
Phone781-934-9400
Fax781-704-7921
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.9M
Non-discretionary$311.1M
Total (RAUM)$432M