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Building 2SECHREST FINANCIAL SERVICES

Map pinACTON, MA
Phone978-795-1284
NotebookSEC #801-112402
Total AUM
$199.2M
Employees
4
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE ACTON PLACE, SUITE 301
526 MAIN STREET
ACTON
MA 01720
United States
Operating Hours
9-5
Monday - Friday
Phone
978-795-1284

ReceiptFinancials

Total AUM
$199.2M
Accounts
344
Discretionary
$0
Accounts
0
Non-Discretionary
$199.2M
Accounts
344

ContactClients

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Individual Clients
17
AUM
$2.4M
HNW Individual Clients
36
AUM
$196.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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