Overview
Assets Under Management: $183 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 40
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.86
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 357
Non-Discretionary Accounts: 357
Regulatory Filings
CRD Number: 128688
Last Filing Date: 2025-02-12 00:00:00
Website: https://sechrestfinancialservices.com