Unclaimed Profile

Gordon Thomas Wegwart

VERITY ASSET MANAGEMENT, INC.·DURHAM, North Carolina

VERITY ASSET MANAGEMENT, INC.

280 S MANGUM ST, DURHAM, NC 27701-3676CRD# 1108685Firm CRD# 158667

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gordon Thomas Wegwart · DURHAM, NC

Registration

CRD #1108685 · VERITY ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Gordon Thomas Wegwart is a registered financial advisor based in DURHAM, North Carolina, affiliated with VERITY ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

VERITY ASSET MANAGEMENT, INC.

VERITY ASSET MANAGEMENT

AUM

$903M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERITY ASSET MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1108685

Firm CRD# 158667

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gordon Thomas Wegwart offer?

Gordon Thomas Wegwart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Gordon Thomas Wegwart's credentials?

Gordon Thomas Wegwart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gordon Thomas Wegwart located?

Gordon Thomas Wegwart is based in DURHAM, North Carolina, working with VERITY ASSET MANAGEMENT, INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Gordon Thomas Wegwart charge for services?

Gordon Thomas Wegwart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERITY ASSET MANAGEMENT, INC.?

VERITY ASSET MANAGEMENT, INC. has approximately 64 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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