Sechrest Financial Services
Sechrest Financial Services is an SEC-registered ria in Acton, MA with $199.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Sechrest Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128688, SEC 801-112402, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $199.2M (2026-01-12)
- Firm type
- Ria
- Location
- Acton, MA
- Employees
- 4
- Clients
- 53
- CRD
- 128688
- Ownership
- SECHREST, CYNTHIA, GLAZIER; BLOOM, JAROD, JONATHAN
How much AUM does Sechrest Financial Services have?
Sechrest Financial Services reported $199.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Sechrest Financial Services?
Disclosed owners and executives of Sechrest Financial Services include SECHREST, CYNTHIA, GLAZIER, BLOOM, JAROD, JONATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.