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- Custodian
- Deutsche Bank ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-20-2009
- Office Locations
- 1
Office Locations
About Florek Financial, LLC
Florek Financial is a fee-only private wealth manager in Duxbury, MA serving individuals and multi-generational families. The firm provides fully integrated planning and portfolio management spanning cash-flow and investment policy, manager selection, and coordinated tax, estate, and insurance planning. Portfolios use a core-and-satellite approach pairing low-cost passive indexes with active managers, with custody at Fidelity/NFS.
Reported data analysis
What the numbers show
Between February 5, 2025 and February 10, 2026, reported AUM increased 18.3%, from $432.0M to $511.0M.
Across 5 reported observations, AUM increased 36.7% between March 1, 2022 and February 10, 2026, from $373.8M to $511.0M.
Of the latest reported AUM, 28.4% is discretionary and 71.6% is non-discretionary.
The firm reports 2 advisory representatives and 96 clients, or 48 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ROBERT COADY FLOREK
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4751649
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PAUL DANIEL FURCINITO
Principal
- CRD
- #2544828
Showing 1 of 2 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,006,000 | $668,230 |
| Non-Discretionary | $365,987,000 | $1,169,288 |
| Total | $510,993,000 | $964,138 |
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Separately Managed Accounts
SMA allocation detail is available
Florek Financial, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.