SECHREST FINANCIAL SERVICES
SECHREST FINANCIAL SERVICES LLC Legal Name
Adviser information for SECHREST FINANCIAL SERVICES last updated from Form ADV on January 10th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 330 | $152.9M |
| Total | 330 | $152.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $1.7M |
| HNW Individuals | 39 | $151.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | Fixed fees |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-112402 |
|---|---|
| SEC ERA File Number | 801-112402 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 128688 |
| Legal Entity Identifier | None |
Principal Office
ONE ACTON PLACE, SUITE 301526 MAIN STREET
ACTON
MA
United States
Monday - Friday, 9-5
Tel: 978-795-1284, Fax: 978-263-3731
Chief Compliance Officer
JAROD J. BLOOM
PRINCIPAL
ONE ACTON PLACE, SUITE 301
526 MAIN STREET
ACTON
MA
United States
Tel:
978-795-1284
Fax:
978-263-3731
J****@****************************M
(Full email address available in API data)
Industry Affiliates
| SECHREST & BLOOM, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLOOM, JAROD, JONATHAN | Individual | – | MANAGING MEMBER, CCO | 01/2015 | > 75% |