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Sechrest Financial Services Share
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Overview Share
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Acton, Massachusetts
$135.6 million AUM
1 office

Sechrest Financial Services is based in Acton, Massachusetts and has $135.6 million in assets under management.

Location
One Acton Place, Suite 301
526 Main Street
Acton, MA 01720
$135.6 million
AUM
3
Employees
AUM Share
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$135,558,529
Assets under management
312 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 45 $135,558,529 100% $3,012,412
Employees Share
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3
Employees
1
Investment analysts
33% of total employees
AUM per employee Share
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$135,558,529
Assets under management
$45,186,176
AUM per employee
$135,558,529
AUM per investment analyst
About Share
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Compensation

Sechrest Financial Services makes money through the following ways:

  • Hourly fees
  • Fixed fees
Services offered

Sechrest Financial Services provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Business activities
  • Accounting firm
Firm data Share
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CRD number 128,688
SEC number 801-112402
Legal structure Limited Liability Company
Legal governance Massachusetts, United States
Latest ADV filing date May 06, 2020

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