Verity Asset Management
Verity Asset Management (CRD# 158667) is a financial advisory firm headquartered in Durham, NC. They manage $902,895,255 in 8,036 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management903MILLION
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Total Number of Accounts8,036ACCOUNTS
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Average Account Value$112,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
Eric Anderson (CRD# 7009621) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.
Sujatha Avutu (CRD# 2028088) is an Investment Advisor Representative working at Verity Asset Management in Raleigh, NC and has over 30 years of experience in the finance industry.
Ellen Bailey (CRD# 5335340) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 14 years of experience in the finance industry.
Christopher Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Wilmington, NC and has over 18 years of experience in the finance industry.
Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Carrboro, NC and has over 34 years of experience in the finance industry.
Steven Butz (CRD# 2213840) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 32 years of experience in the finance industry.
Robert Christofferson (CRD# 1161241) is an Investment Advisor Representative working at Verity Asset Management in Rohnert Park, CA and has over 38 years of experience in the finance industry.
Brad Corbett (CRD# 2979937) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 26 years of experience in the finance industry.
John Davis (CRD# 7080656) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.
Michael Decamillis (CRD# 2415908) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 20 years of experience in the finance industry.