Florek Financial, LLC
Florek Financial, LLC is an SEC-registered ria in Duxbury, MA with $511.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Florek Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152235, SEC 801-110016, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $511.0M (2026-02-10)
- Firm type
- Ria
- Location
- Duxbury, MA
- Employees
- 2
- Clients
- 96
- CRD
- 152235
- Ownership
- FLOREK, ROBERT, COADY
How much AUM does Florek Financial, LLC have?
Florek Financial, LLC reported $511.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Florek Financial, LLC?
Disclosed owners and executives of Florek Financial, LLC include FLOREK, ROBERT, COADY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.