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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLOREK, ROBERT, COADY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FLOREK, ROBERT, COADY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (3)
MA NY TX
Address
46 RAILROAD AVENUESUITE 201
DUXBURY, MA 02332
United States
Phone: 781-934-9400