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Building 2FLOREK FINANCIAL, LLC

Map pinDUXBURY, MA
Phone781-934-9400
NotebookSEC #801-110016
Total AUM
$511M
Employees
2
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
46 RAILROAD AVENUE
SUITE 201
DUXBURY
MA 02332
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
781-934-9400

ReceiptFinancials

Total AUM
$511M
Accounts
530
Discretionary
$145M
Accounts
217
Non-Discretionary
$366M
Accounts
313

ContactClients

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Individual Clients
14
AUM
$5.9M
HNW Individual Clients
80
AUM
$500M
Pension/Profit Sharing Plan Clients
2
AUM
$5.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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