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Sechrest Financial Services LLC

● SEC registered since 2018CRD 128688SEC# 801-112402Acton, MA
Export (members)
Reg. AUM
$183.2M
Employees
4
Accounts
357
Location
Acton, MA

Sechrest Financial Services LLC assets under management

Sechrest Financial Services LLC is an SEC-registered investment adviser based in Acton, MA. The firm has been registered since 2018. It reports $183.2 million in regulatory assets under management and employs 4 people.

Sechrest Financial Services LLC owners & executives

1 reported
NameTitleOwnershipSince
Jarod Jonathan Bloom ControlManaging Member, CcoOver 75%2015

Frequently asked questions

How much does Sechrest Financial Services LLC manage?

Sechrest Financial Services LLC reports $183.2 million in regulatory assets under management on its Form ADV.

How many employees does Sechrest Financial Services LLC have?

Sechrest Financial Services LLC reports 4 employees.

Where is Sechrest Financial Services LLC located?

Sechrest Financial Services LLC is based in Acton, MA and has been SEC-registered since 2018.

Does Sechrest Financial Services LLC disclose fund performance?

Sechrest Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Acton Place, Suite 301, 526 Main Street, Acton, MA 01720
Phone978-795-1284
Fax978-263-3731
Office hours5-Sep
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$183.2M
Total (RAUM)$183.2M