SECHREST FINANCIAL SERVICES LLC
Legal name: SECHREST FINANCIAL SERVICES
CRD #128688 SEC #801-112402 ACTON, MA 978-795-1284
SEC Registered
Total AUM
$183.2M
Discretionary
$0
Employees
4
Clients
51
Accounts
357
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $183.2M | $0 | $183.2M | 4 | 0 |
| Feb 2025 | $183.2M | $0 | $183.2M | 4 | 0 |
| Jan 2025 | $183.2M | $0 | $183.2M | 3 | 0 |
| Jan 2024 | $152.9M | $0 | $152.9M | 4 | 0 |
| Jan 2023 | $139.8M | $0 | $139.8M | 4 | 0 |
| Dec 2022 | $170M | $0 | $170M | 4 | 0 |
| Jan 2022 | $170M | $0 | $170M | 4 | 0 |
| Nov 2021 | $145.8M | $0 | $145.8M | 4 | 0 |
| Oct 2021 | $145.8M | $0 | $145.8M | 3 | 0 |
| Jan 2021 | $145.8M | $0 | $145.8M | 3 | 0 |
| May 2020 | $135.6M | $0 | $135.6M | 3 | 2 |
| Jan 2020 | $135.6M | $0 | $135.6M | 3 | 2 |
| Sep 2019 | $114.3M | $0 | $114.3M | 3 | 0 |
| Sep 2019 | $114.3M | $0 | $114.3M | 3 | 0 |
| Sep 2019 | $114.3M | $0 | $114.3M | 2 | 0 |
| Jan 2019 | $114.3M | $0 | $114.3M | 2 | 0 |
| Jan 2018 | $123.4M | $0 | $123.4M | 2 | 0 |
| Jan 2018 | $123.4M | $0 | $123.4M | 2 | 0 |
| May 2012 | $46.5M | $0 | $46.5M | 1 | 26 |
| May 2012 | $46.5M | $0 | $46.5M | 1 | 26 |
| Feb 2012 | $46.5M | $0 | $46.5M | 1 | 26 |
| Feb 2011 | $41.4M | $0 | $41.4M | 5 | -- |
| Jan 2010 | $30.8M | $0 | $30.8M | 5 | -- |
| Jan 2010 | $30.8M | $0 | $30.8M | 5 | -- |
| Jan 2010 | $30.8M | $0 | $30.8M | 5 | -- |
DateMay 2025
Total AUM$183.2M
Discretionary$0
Non-Disc.$183.2M
Employees4
Clients0
DateFeb 2025
Total AUM$183.2M
Discretionary$0
Non-Disc.$183.2M
Employees4
Clients0
DateJan 2025
Total AUM$183.2M
Discretionary$0
Non-Disc.$183.2M
Employees3
Clients0
DateJan 2024
Total AUM$152.9M
Discretionary$0
Non-Disc.$152.9M
Employees4
Clients0
DateJan 2023
Total AUM$139.8M
Discretionary$0
Non-Disc.$139.8M
Employees4
Clients0
DateDec 2022
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees4
Clients0
DateJan 2022
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees4
Clients0
DateNov 2021
Total AUM$145.8M
Discretionary$0
Non-Disc.$145.8M
Employees4
Clients0
DateOct 2021
Total AUM$145.8M
Discretionary$0
Non-Disc.$145.8M
Employees3
Clients0
DateJan 2021
Total AUM$145.8M
Discretionary$0
Non-Disc.$145.8M
Employees3
Clients0
DateMay 2020
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees3
Clients2
DateJan 2020
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees3
Clients2
DateSep 2019
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees3
Clients0
DateSep 2019
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees3
Clients0
DateSep 2019
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees2
Clients0
DateJan 2019
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees2
Clients0
DateJan 2018
Total AUM$123.4M
Discretionary$0
Non-Disc.$123.4M
Employees2
Clients0
DateJan 2018
Total AUM$123.4M
Discretionary$0
Non-Disc.$123.4M
Employees2
Clients0
DateMay 2012
Total AUM$46.5M
Discretionary$0
Non-Disc.$46.5M
Employees1
Clients26
DateMay 2012
Total AUM$46.5M
Discretionary$0
Non-Disc.$46.5M
Employees1
Clients26
DateFeb 2012
Total AUM$46.5M
Discretionary$0
Non-Disc.$46.5M
Employees1
Clients26
DateFeb 2011
Total AUM$41.4M
Discretionary$0
Non-Disc.$41.4M
Employees5
Clients--
DateJan 2010
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--
DateJan 2010
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--
DateJan 2010
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--