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Verity Asset Management, Inc.

● SEC registered since 2006CRD 158667SEC# 801-66730Durham, NC
Export (members)
Reg. AUM
$1.04B
Employees
67
Accounts
7,199
Location
Durham, NC

Verity Asset Management, Inc. assets under management

Verity Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Durham, NC. The firm has been registered since 2006. It reports $1 billion in regulatory assets under management and employs 67 people.

Verity Asset Management, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Amy Louise Simonson ControlVice President/Finance And OperationsUnder 5%1996
Gordon Thomas Wegwart ControlPresident/Chief Compliance Officer/Chief Investment OfficerUnder 5%1996
Jeff Alan Munsey ControlVice PresidentUnder 5%1996
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Frequently asked questions

How much does Verity Asset Management, Inc. manage?

Verity Asset Management, Inc. reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Verity Asset Management, Inc. have?

Verity Asset Management, Inc. reports 67 employees.

Where is Verity Asset Management, Inc. located?

Verity Asset Management, Inc. is based in Durham, NC and has been SEC-registered since 2006.

Does Verity Asset Management, Inc. disclose fund performance?

Verity Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address280 S Mangum St, Ste 550, Durham, NC 27701-3676
Phone919-490-6717
Fax919-489-8939
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.04B
Non-discretionary$0
Total (RAUM)$1.04B