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