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FLOREK FINANCIAL, LLC

DUXBURY, MA · CRD 152235 · IAPD ↗ · florekfinancial.com · 781-934-9400

$511.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — FLOREK FINANCIAL, LLC crossed $500M in regulatory AUM ($432.0M -> $511.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — FLOREK FINANCIAL, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.