Florek Financial, LLC
● SEC registered since 2017CRD 152235SEC# 801-110016Duxbury, MA
Reg. AUM
$511M
Employees
2
Accounts
530
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 $511 million in regulatory assets under management and employs 2 people.
Florek Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Coady Florek Control | Managing Member And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Florek Financial, LLC manage?
Florek Financial, LLC reports $511 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
| Address | 46 Railroad Avenue, Suite 201, Duxbury, MA 02332 |
| Phone | 781-934-9400 |
| Fax | 781-704-7921 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$511M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$511Mregulatory AUM
Discretionary $145MNon-discretionary $366M