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| Keyboard |
| Sechrest Financial Services LLC
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|
|---|---|
| CRD # | 128688 |
| SEC # | 801-112402 |
| CIK # | |
| AUM | 199.2 M (2026-01-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 978-795-1284 |
| Address | One Acton Place, Suite 301 Acton, MA 01720 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 2.4 |
| (b) Individuals (high net worth individuals) | 36 | 196.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 344 | 199.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 344 | 199.2 |
| Total | 344 | 199.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.2 | |
| Total | 344 | 199.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
KG Capital Management LLC
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|
DBK Financial Counsel LLC
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|
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|
Tranquilli Financial Advisor LLC
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|
AIO Financial LLC
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|
RIK Saylor Financial Inc
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|
Financial Architects LLC
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GA | 199.2 M |
|
RWA Advisors LLC
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|
FL | 199.1 M |
|
Bedminster LLC
✚
|
SC | 199.0 M |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 198.9 M |