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Home > Retirement Planners > massachusetts > duxbury > FLOREK FINANCIAL, LLC
FLOREK FINANCIAL, LLC
46 Railroad Avenue
Suite 201
Duxbury, Massachusetts 02332
Tel: 781-934-9400
About FLOREK FINANCIAL, LLC
FLOREK FINANCIAL, LLC, formally registered with the SEC as FLOREK FINANCIAL, LLC. The firm was established in 03/02/2017. They have over 1 offices throughout the country.
FLOREK FINANCIAL, LLC is a Duxbury, Massachusetts based Financial Planning firm with nearly $431,998,000 assets under management, offering retirement planning & investment advisory services to 542 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152235 |
| SEC# | 801-110016 |
| Assets Managed by Firm | $431,998,000 |
| No. of Clients | 542 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 542 | $431,998,000 |
| Individuals (other than high net worth individuals) | 19 | $8,143,000 |
| High net worth individuals | 75 | $419,683,000 |
| Pension and profit sharing plans | 2 | $4,172,000 |
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|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
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