FLOREK FINANCIAL, LLC

Overview

Florek Financial, LLC is an independent registered investment adviser formed in 2017 that serves high-net-worth individuals, families and select institutional clients. The firm operates as a capital allocator: it manages discretionary portfolios for some clients while also providing financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm’s background as an accounting practice informs its approach to financial planning and tax-aware portfolio construction. Florek Financial is not an active ESG investor and is organized as an individual-owned limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices