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SECHREST FINANCIAL SERVICES

SECHREST FINANCIAL SERVICES LLC

CRD 128688 · SEC 801-112402

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ONE ACTON PLACE, SUITE 301, 526 MAIN STREET, ACTON, MA, 01720, United States

Phone

978-795-1284

Fax

978-263-3731

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$199.2M

Discretionary AUM

$0

Team

4 total employees; 2 advisory reps

Clients

51-100

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals17$2.4M
High net worth individuals36$196.8M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD