Be advised. This firm is no longer registered.

Borek Financial Management

Borek Financial Management (CRD# 113585) is a financial advisory firm headquartered in San Francisco, CA. They manage $56,025,904 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
505 Sansome Street, Suite 1501, San Francisco, CA 94111
https://www.borekfinancial.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $294,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Borek Financial Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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