Secrest Blakey & Associates is an investment advisor in Raleigh with $163.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270567130
SEC advisor number
801-80573
FINRA CRD number
151216
AUM ?
$163.47 mm
(as of 29 Mar 22)
Accounts
285
(as of 29 Mar 22)
Employees
4
(3 investment advisory or research)
Address
Secrest Blakey & Associates
7780 BRIER CREEK PARKWAY, SUITE 325
RALEIGH
NC 27617
7780 BRIER CREEK PARKWAY, SUITE 325
RALEIGH
NC 27617
Office hours
Monday - Friday, 8:30 AM - 4:00 PM
Phone
919-544-0500
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Secrest, Edward, Blair | President/chief Compliance Officer | 03/2010 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
12 Aug 20
13F-HR
Quarterly holdings report by institutional manager
24 Apr 20
13F-HR
Quarterly holdings report by institutional manager
5 Feb 20
13F-HR
Quarterly holdings report by institutional manager
13 Nov 19
13F-HR
Quarterly holdings report by institutional manager
13 Aug 19
13F-HR
Quarterly holdings report by institutional manager
6 May 19
13F-HR
Quarterly holdings report by institutional manager
13 Feb 19
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18
13F-HR
Quarterly holdings report by institutional manager
2 Aug 18