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VERITY INVESTMENT PARTNERS
BEAUFORT, SC
843-379-6661
SEC #801-63829Total AUM
$1.4B
Employees
16Clients
473Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2015 BOUNDARY STREET
2ND FLOOR
BEAUFORT
SC 29902
United States
2ND FLOOR
BEAUFORT
SC 29902
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
843-379-6661
Other Offices
4
Financials
Total AUM
$1.4B
Accounts
1,101Discretionary
$1.4B
Accounts
1,094Non-Discretionary
$2.8M
Accounts
7
Clients
Individual Clients
195AUM
$1.1B
HNW Individual Clients
264AUM
$213.1M
Pension/Profit Sharing Plan Clients
1AUM
$5.7M
Charitable Organization Clients
5AUM
$37M
Corporation or Business Clients
8AUM
$55.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.