|
⚲
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| Florek Financial LLC
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|
|
|---|---|
| CRD # | 152235 |
| SEC # | 801-110016 |
| CIK # | |
| AUM | $432.0 M (2025-02-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 781-934-9400 |
| Address | 46 Railroad Avenue Duxbury, MA 02332 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 8.1 |
| (b) Individuals (high net worth individuals) | 75 | 419.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 432.0 |
| By Discretionary | ||
| Discretionary | 185 | 120.9 |
| Non-Discretionary | 357 | 311.1 |
| Total | 542 | 432.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.6 | |
| United States Persons | 427.4 | |
| Total | 542 | 432.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.4 |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 0.4 |
|
Klosters Capital LLC
✚
|
FL | 0.4 |
|
Clelland & Co Inc
✚
|
CA | 0.4 |
|
Stevens Capital Partners Inc
✚
|
NE | 0.4 |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 0.4 |
|
Physicians Financial Services Inc
✚
|
NC | 0.4 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.4 |
|
MNS Financial Management LLC
✚
|
FL | 0.4 |