Wyatt Blakey Secrest & Associates, LLC is an adviser based in Durham. It manages $78.18 million of regulatory assets for 687 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of North Carolina, South Carolina, and Texas.
Wyatt Blakey Secrest & Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wyatt Blakey Secrest & Associates, LLC is $78.18 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wyatt Blakey Secrest & Associates, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Wyatt Blakey Secrest & Associates, LLC performs its advisory services is located at 2220 Sedwick Road, Durham, NC 27713, which is also the mailing address of the firm. An additional office of the firm is in Davidson, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-896-5571 or by fax 704-943-3065. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.