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 | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OAKDALE | CA | 5 | 209-322-1878 |
| RONKONKOMA | NY | 4 | 631-605-8400 |
| TALLAHASSEE | FL | 3 | 850-385-3578 |
| BLACKSBURG | VA | 2 | 540-443-3612 |
| WILMINGTON | NC | 2 | 919-262-6203 |
| FOUNTAIN VALLEY | CA | 1 | 949.307.4027 |
| OAKDALE | CA | 1 | 916-719-6644 |
| SOUTHLAKE | TX | 1 | 214-677-0201 |
| BOERNE | TX | 1 | 210.392.6416 |
| CITRUS HEIGHTS | CA | 1 | 805.705.4470 |