Overview
Assets Under Management: $432 million
Headquarters: DUXBURY, MA
High-Net-Worth Clients: 75
Average Client Assets: $6 million
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