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- Custodian
- Deutsche Bank ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon beacon
- 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.
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Owner & Executives
ROBERT COADY FLOREK
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4751649
- Ownership
- 75% or more
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PAUL DANIEL FURCINITO
Principal
- CRD
- #2544828
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Unlock allAssets Under Management
| 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
Total SMA Asset: $510,993,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,242,567,816 | 44.5% |
| Equity - Exchange | $4,044,101,433 | 55.5% |
| Total | $7,286,669,249 | 100.0% |