Florek Financial, LLC is a large advisory firm based in Duxbury. It manages $232.53 million of regulatory assets for 447 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Massachusetts.
Florek Financial provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Florek Financial, LLC is $232.53 million. $2.69 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Florek Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Florek Financial is high net worth individuals with 17 clients and $155.29 million of assets under management. Among the 9 most similar advisory firms, Florek Financial has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $232.53 million for 68 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Florek Financial doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Florek Financial, LLC performs its advisory services is located at 459 Washington Street, Suite 21, Duxbury, MA 02331 0128 The mailing address of the firm is 459 Washington Street, Suite 21, Duxbury, MA 02331 0128. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-934-9400 or by fax 781-704-7921. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at florekfinancial.com.