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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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|---|---|---|---|
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| $1,282,732,502,947 | 1559 | 2021 | |
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