Verity Investments, Inc. is a large advisory firm based in Durham. It manages $286.9 million of regulatory assets for 3,976 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, Arkansas, Florida, and 14 other states.
Verity Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Verity Investments, Inc. is $286.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 289% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Verity Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gordon Thomas Wegwart has been acting as President since 1 Sep 1996. Sean Jennings Mcgill joined the executive team most recently as the Vice President.
The principal office where Verity Investments, Inc. performs its advisory services is located at 280 S. Mangum Street, Durham, NC 27701, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-490-6717 or by fax 919-489-8939. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.verityinvest.com.