Secrest Blakey & Associates LLC
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CRD # | 151216 |
SEC # | 801-80573 |
CIK # | 1730971 |
AUM | $226.6 MM (96% Disc, 100% US) |
Employees | 13 (46% Investors, 8% Brokers) |
Phone | 919-544-0500 |
Address | 7780 Brier Creek Parkway Raleigh, NC 27617 |
Source |
IAPD![]() ![]() ![]() ![]() |
Total AUM ($BB) |
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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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NY | 0.2 |
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NY | 0.2 |
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TN | 0.2 |
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NY | 0.2 |
Rhodes Investment Advisors Inc
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TX | 0.2 |
Juncture Wealth Strategies LLC
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AZ | 0.2 |
Chicago Analytic Capital Management LLC
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IL | 0.2 |
Arbor Wealth Management LLC
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FL | 0.2 |
Captrust Advisors LLC
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FL | 0.2 |
Pegasus Asset Management Inc
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NY | 0.2 |