FLOREK FINANCIAL, LLC
CRD #152235 SEC #801-110016 DUXBURY, MA 781-934-9400
SEC Registered
Total AUM
$432M
Discretionary
$120.9M
Employees
2
Clients
51
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $432M | $120.9M | $311.1M | 2 | 0 |
| Feb 2024 | $412M | $105.2M | $306.8M | 2 | 0 |
| Feb 2023 | $351M | $32.7M | $318.3M | 2 | 0 |
| Mar 2022 | $373.8M | $0 | $373.8M | 2 | 0 |
| Jan 2021 | $336.4M | $0 | $336.4M | 2 | 0 |
| Jun 2020 | $298.3M | $0 | $298.3M | 2 | 0 |
| May 2020 | $298.3M | $0 | $298.3M | 2 | 0 |
| Mar 2020 | $298.3M | $0 | $298.3M | 2 | 0 |
| Mar 2019 | $232.5M | $0 | $232.5M | 2 | 0 |
| Mar 2018 | $193.6M | $0 | $193.6M | 2 | 0 |
| Feb 2017 | $152.8M | $0 | $152.8M | 2 | 26 |
| Feb 2017 | $152.8M | $0 | $152.8M | 2 | 26 |
DateFeb 2025
Total AUM$432M
Discretionary$120.9M
Non-Disc.$311.1M
Employees2
Clients0
DateFeb 2024
Total AUM$412M
Discretionary$105.2M
Non-Disc.$306.8M
Employees2
Clients0
DateFeb 2023
Total AUM$351M
Discretionary$32.7M
Non-Disc.$318.3M
Employees2
Clients0
DateMar 2022
Total AUM$373.8M
Discretionary$0
Non-Disc.$373.8M
Employees2
Clients0
DateJan 2021
Total AUM$336.4M
Discretionary$0
Non-Disc.$336.4M
Employees2
Clients0
DateJun 2020
Total AUM$298.3M
Discretionary$0
Non-Disc.$298.3M
Employees2
Clients0
DateMay 2020
Total AUM$298.3M
Discretionary$0
Non-Disc.$298.3M
Employees2
Clients0
DateMar 2020
Total AUM$298.3M
Discretionary$0
Non-Disc.$298.3M
Employees2
Clients0
DateMar 2019
Total AUM$232.5M
Discretionary$0
Non-Disc.$232.5M
Employees2
Clients0
DateMar 2018
Total AUM$193.6M
Discretionary$0
Non-Disc.$193.6M
Employees2
Clients0
DateFeb 2017
Total AUM$152.8M
Discretionary$0
Non-Disc.$152.8M
Employees2
Clients26
DateFeb 2017
Total AUM$152.8M
Discretionary$0
Non-Disc.$152.8M
Employees2
Clients26