SEC Form ADV

SECHREST FINANCIAL SERVICES

Firm profile: Sechrest Financial Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$199.2M
Assets Under Management
344
Total Clients
4
Employees
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Registration Details

Accession
CRD-128688
Location
ACTON, MA
Filing Date
January 12, 2026
AUM
$199.2M
Total Clients
344
Employees
4
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

SECHREST FINANCIAL SERVICES is a registered investment adviser headquartered in ACTON, MA, managing approximately $199.2M in assets across 344 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.