SECHREST FINANCIAL SERVICES

One Acton Place, Suite 301
526 Main Street
Acton, Massachusetts 01720
Tel: 978-795-1284

About SECHREST FINANCIAL SERVICES

SECHREST FINANCIAL SERVICES, formally registered with the SEC as SECHREST FINANCIAL SERVICES. The firm was established in 02/06/2018. They have over 1 offices throughout the country.

SECHREST FINANCIAL SERVICES is a Acton, Massachusetts based Financial Planning firm with nearly $183,195,627 assets under management, offering retirement planning & investment advisory services to 357 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128688
SEC#	801-112402
Assets Managed by Firm	$183,195,627
No. of Clients	357
No. of Advisors	4

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	357	$183,195,627
Individuals (other than high net worth individuals)	15	$2,091,331
High net worth individuals	40	$181,104,296

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