Overview
Assets Under Management: $432 million
Headquarters: DUXBURY, MA
High-Net-Worth Clients: 75
Average Client Assets: $6 million
Frequently Asked Questions
FLOREK FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152235), FLOREK FINANCIAL, LLC is subject to fiduciary duty under federal law.
FLOREK FINANCIAL, LLC is headquartered in DUXBURY, MA.
FLOREK FINANCIAL, LLC serves 75 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, FLOREK FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FLOREK FINANCIAL, LLC manages $432 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, FLOREK FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.15
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 542
Discretionary Accounts: 185
Non-Discretionary Accounts: 357
Regulatory Filings
CRD Number: 152235
Last Filing Date: 2025-02-05 00:00:00
Website: https://florekfinancial.com