FLOREK FINANCIAL, LLC

Latest filing: Feb 06, 2024 (267 days ago)
View on IAPD
Adviser Website

AUM

$412,000,000
17% change vs. 1 year ago
22% change vs. 3 years ago
77% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

2
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

DUXBURY, MA
46 RAILROAD AVENUE, DUXBURY, MA, UNITED STATES, 02332

Client AUM

Discretion AUM
Discretionary $0.1
Non-Discretionary $0.3
Total $0.4
Client AUM
Retail $0.4
Pooled $0.0
Institutional $0.0
Total $0.4
Retail Accounts AUM
Individual 16 $0.0
Average Individual AUM $374,750
HNW 81 $0.4
Average HNW AUM $4,970,111
Retail Total 97 $0.4
Average Retail AUM $4,212,113

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
FIDELITY INVESTMENTS BOSTON-MA-USA $0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.4
Retail SMA AUM $0.4
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
FLOREK, ROBERT, COADY MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
PAUL FURCINITO DUXBURY MA S63|1999-10-18|S65|2011-08-19
ROBERT FLOREK DUXBURY MA CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.4 $0.0 0% 2 0 0%
2024-04-02 $0.4 $0.0 0% 2 0 0%
2023-04-04 $0.4 $0.1 17% 2 0 0%
2022-04-01 $0.4 $0.0 10% 2 0 0%
2021-04-05 $0.3 $0.1 22% 2 0 0%
2020-04-01 $0.3 $0.1 38% 2 0 0%
2019-04-01 $0.2 $0.2 77% 2 0 0%
2018-04-02 $0.2 $0.2 113% 2 0 0%
2017-04-01 $0.2 $0.3 170% 2 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA-08/07/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES
ACCOUNTING FIRM

ADVDB.CO • SOURCE: SEC FORM ADV