Investment adviser · CRD 151216
SOUTHEAST FINANCIAL GROUP
Investment adviser filing (IA)
SECREST BLAKEY & ASSOCIATES, LLC
RALEIGH, NC, United States · Form ADV filed Jul 29, 2024
- Regulatory AUM
- $178M Form ADV · Item 5.F
- Client accounts
- 324 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $118,145,001 | 66.4% |
| Retirement plans | 11 | $31,272,774 | 17.6% |
| Individuals | 81 | $28,403,810 | 16.0% |
Filing source
Form ADV 1889621 · Jul 29, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Commissions
Principal office
7780 BRIER CREEK PARKWAY, SUITE 325RALEIGH, NC, 27617, United States
CRD 151216
Filing source
Form ADV 1889621 · Jul 29, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.