FLOREK FINANCIAL, LLC

DUXBURY, Massachusetts·1 registered advisor·CRD# 152235
SEC# 801-1100160781-934-9400
01

Firm Overview

AUM
$412M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FLOREK FINANCIAL, LLC

1 registered advisor
Robert Coady Florek
DUXBURY, Massachusetts
05

Office Locations

DUXBURY, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. FLOREK FINANCIAL, LLC (CRD# 152235) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.