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| Secrest Blakey & Associates LLC
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| |
|---|---|
| CRD # | 151216 |
| SEC # | 801-80573 |
| CIK # | 0001730971 |
| AUM | $177.8 MM (2024-07-29) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 919-544-0500 |
| Address | 7780 Brier Creek Parkway Raleigh, NC 27617 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 28.4 |
| (b) Individuals (high net worth individuals) | 51 | 118.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 31.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 177.8 |
| By Discretionary | ||
| Discretionary | 275 | 131.4 |
| Non-Discretionary | 49 | 46.4 |
| Total | 324 | 177.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.8 | |
| Total | 324 | 177.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730971] |
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