SECREST BLAKEY & ASSOCIATES, LLC

SECREST BLAKEY & ASSOCIATES, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 151216). Regulatory assets under management: $177.8M.

Registration

• CRD: 151216
• SEC file number: 801-80573
• Type: Registered investment adviser
• Location: 7780 BRIER CREEK PARKWAY, SUITE 325, RALEIGH, NC, 27617
• Phone: 919-544-0500
• Latest filing: 2024-07-29
• Regulatory AUM: $177.8M
• Discretionary AUM: $131.4M
• Non-discretionary AUM: $46.4M
• Clients: 3
• Accounts: 324

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 151216 on SEC IAPD (source of record)
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