# FLOREK FINANCIAL, LLC

FLOREK FINANCIAL, LLC of DUXBURY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 152235
- Type: SEC-registered investment adviser
- SEC file number: 801-110016
- Location: 46 RAILROAD AVENUE, SUITE 201, DUXBURY, MA, 02332
- Phone: 781-934-9400
- Latest filing: 2026-02-10
- Regulatory AUM: $511.0M
- Discretionary AUM: $145.0M
- Non-discretionary AUM: $366.0M
- Clients: 2
- Accounts: 530

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Robert Coady Florek | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FLOREK ROBERT COADY | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152235/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152235/similar
- Related entities: https://search.stillhousedata.com/firm/152235/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152235

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.