Unclaimed Profile

Steven Craig Butz

VERITY ASSET MANAGEMENT, INC.·DURHAM, North Carolina

VERITY ASSET MANAGEMENT, INC.

280 S. MANGUM STREET, DURHAM, NC 27701CRD# 2213840Firm CRD# 158667

Profile Verification

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

Identity

Steven Craig Butz · DURHAM, NC

Registration

CRD #2213840 · VERITY ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Steven Craig Butz 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

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

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# 2213840

Firm CRD# 158667

View on FINRA BrokerCheck →

Looking for a financial advisor in DURHAM?

Browse all registered financial advisors in DURHAM, North Carolina or claim this profile if it's yours.

Browse DURHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Craig Butz offer?

Steven Craig Butz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Steven Craig Butz's credentials?

Steven Craig Butz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Craig Butz located?

Steven Craig Butz 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 Steven Craig Butz charge for services?

Steven Craig Butz'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →