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VERITY ASSET MANAGEMENT
DURHAM, NC
919-490-6717
SEC #801-66730Total AUM
$1.2B
Employees
77Clients
5,838Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
280 S MANGUM ST
STE 550
DURHAM
NC 27701-3676
United States
STE 550
DURHAM
NC 27701-3676
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
919-490-6717
Other Offices
10
Financials
Total AUM
$1.2B
Accounts
7,603Discretionary
$1.2B
Accounts
7,603Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
5,602AUM
$411.7M
HNW Individual Clients
201AUM
$434.2M
Investment Company Clients
1AUM
$91M
Pension/Profit Sharing Plan Clients
17AUM
$31.4M
Investment Advisor Clients
14AUM
$185.8M
Corporation or Business Clients
3AUM
$214K
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADMINISTRATIVE SERVICES FOR ADVISORS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.