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Building 2WYATT BLAKEY SECREST & ASSOCIATES, LLC

Map pinDURHAM, NC
Phone704-896-5571
NotebookSEC #801-70501
Total AUM
$78.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2220 SEDWICK ROAD
SUITE 202
DURHAM
NC 27713
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-896-5571

ReceiptFinancials

Total AUM
$78.2M
Accounts
687
Discretionary
$71M
Accounts
590
Non-Discretionary
$7.2M
Accounts
97

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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