Investment adviser · CRD 128688
SECHREST FINANCIAL SERVICES
Investment adviser filing (IA)
SECHREST FINANCIAL SERVICES LLC
ACTON, MA, United States · Form ADV filed Jan 12, 2026
- Regulatory AUM
- $199M Form ADV · Item 5.F
- Client accounts
- 344 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $196,830,672 | 98.8% |
| Individuals | 17 | $2,381,167 | 1.2% |
Filing source
Form ADV 2039220 · Jan 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
ONE ACTON PLACE, SUITE 301, 526 MAIN STREETACTON, MA, 01720, United States
CRD 128688
Filing source
Form ADV 2039220 · Jan 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.