Sechrest Financial Services LLC
● SEC registered since 2018CRD 128688SEC# 801-112402Acton, MA
Reg. AUM
$199.2M
Employees
4
Accounts
344
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 $199.2 million in regulatory assets under management and employs 4 people.
Sechrest Financial Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jarod Jonathan Bloom Control | Managing Member, Cco | Over 75% | 2015 |
Frequently asked questions
How much does Sechrest Financial Services LLC manage?
Sechrest Financial Services LLC reports $199.2 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
| Address | One Acton Place, Suite 301, 526 Main Street, Acton, MA 01720 |
| Phone | 978-795-1284 |
| Fax | 978-263-3731 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199.2M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$199.2Mregulatory AUM
Discretionary $0Non-discretionary $199.2M