Secrest Blakey & Associates LLC

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Assets, Funds, Holdings

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Secrest Blakey & Associates LLC
CRD #151216
SEC #801-80573
CIK #1730971
AUM $226.6 MM (96% Disc, 100% US)
Employees13 (46% Investors, 8% Brokers)
Phone919-544-0500
Address7780 Brier Creek Parkway
Raleigh, NC 27617
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 13.1
VYM 6.1
VIG 5.9
SCHZ 5.9
GSP 5.2
SCHG 4.8
IWM 3.9
VCSH 3.7
SCHM 3.5
EFA 3.1
View All
Holdings by Sector ($BB)
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