VERITY ASSET MANAGEMENT, INC.

VERITY ASSET MANAGEMENT
DURHAM, North Carolina·5 registered advisors·CRD# 158667
SEC# 801-667309919-490-6717
01

Firm Overview

AUM
$903M
Regulatory assets under management
Employees
64
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VERITY ASSET MANAGEMENT, INC.

5 registered advisors
Amy Louise Simonson
DURHAM, North Carolina
Gordon Thomas Wegwart
DURHAM, North Carolina
Jeff Alan Munsey
DURHAM, North Carolina
Sean Jennings Mcgill
DURHAM, North Carolina
Steven Craig Butz
DURHAM, North Carolina
05

Office Locations

DURHAM, North Carolina
5 advisors

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Data sourced from SEC Form ADV filings. VERITY ASSET MANAGEMENT, INC. (CRD# 158667) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.