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Gordon Thomas Wegwart

VERITY ASSET MANAGEMENT, INC.·DURHAM, North Carolina
Unclaimed Profile
280 S MANGUM ST, DURHAM, NC 27701-3676CRD# 1108685Firm CRD# 158667
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VERITY ASSET MANAGEMENT, INC.
VERITY ASSET MANAGEMENT
AUM
$903M
Regulatory assets under management
Employees
64
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1108685
Firm CRD# 158667
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in DURHAM
Mark Andrew Kuhn — KUHN ADVISORS, INC.Julie Blandford Plowden — SJF MANAGEMENT LLCRobert Matthew Coppedge — ECHO HEALTH VENTURES LLCSean Jennings Mcgill — VERITY ASSET MANAGEMENT, INC.Amy Louise Simonson — VERITY ASSET MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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