Overview
Assets Under Management: $183 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 40
Average Client Assets: $5 million
Frequently Asked Questions
SECHREST FINANCIAL SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128688), SECHREST FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
SECHREST FINANCIAL SERVICES LLC is headquartered in ACTON, MA.
SECHREST FINANCIAL SERVICES LLC serves 40 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, SECHREST FINANCIAL SERVICES LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SECHREST FINANCIAL SERVICES LLC manages $183 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, SECHREST FINANCIAL SERVICES LLC serves high-net-worth individuals. View client details ↓
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