VERITY ASSET MANAGEMENT, INC. of DURHAM, NC is an SEC-registered investment adviser (CRD 158667). Regulatory assets under management: $1.2B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gordon Thomas Wegwart | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER; PRESIDENT/SHAREHOLDER | — |
| Sean Jennings Mcgill | VICE PRESIDENT / DIRECTOR OF ADVISOR SERVICES | — |
| Amy Louise Simonson | VICE PRESIDENT/FINANCE AND OPERATIONS | — |
| Jeff Alan Munsey | VICE PRESIDENT | — |
| WEGWART GORDON THOMAS | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER; PRESIDENT/CHIEF INVESTMENT OFFICER; PRESIDENT/SHAREHOLDER | — |
| MCGILL SEAN JENNINGS | VICE PRESIDENT; VICE PRESIDENT / DIRECTOR OF ADVISOR SERVICES | — |
| SIMONSON AMY LOUISE | VICE PRESIDENT/FINANCE AND OPERATIONS | — |
| MUNSEY JEFF ALAN | VICE PRESIDENT | — |
| BUTZ STEVEN CRAIG | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |