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SECHREST FINANCIAL SERVICES

ACTON, MA · CRD 128688 · IAPD ↗ · yelp.com · 978-795-1284

$199.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — SECHREST FINANCIAL SERVICES reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.