VERITY ASSET MANAGEMENT is a Durham, North Carolina based financial advisory firm with nearly $783,152,132 in assets under management and provides investment advisory services for 7489 clients. There are currently 69 financial advisors at the firm.
General Information |
Firm CRD#: | 158667 | |
SEC#: | 801-66730 | |
Assets under Management: | $783,152,132 | |
No. of Clients: | 7489 | |
No. of Advisors: | 69 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational Seminars/ Workshops | |
Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
HORIZON INVESTMENTS LLC | 109552 | 801-57316 | 3414 | 72 | $3,816,815,479 |
SALEM INVESTMENT COUNSELORS INC | 104855 | 801-14487 | 2704 | 20 | $2,995,104,546 |
SMITH SALLEY WEALTH MANAGEMENT | 129614 | 801-62538 | 2136 | 17 | $2,709,592,506 |
FRANKLIN STREET ADVISORS INC. | 106275 | 801-39635 | 1572 | 37 | $3,039,682,750 |
BRAGG FINANCIAL ADVISORS INC | 108780 | 801-56890 | 1496 | 31 | $2,798,665,776 |
BILTMORE FAMILY OFFICE, LLC | 167174 | 801-78011 | 959 | 21 | $2,322,649,734 |
COLONY FAMILY OFFICES, LLC | 167017 | 801-77764 | 547 | 13 | $2,184,677,651 |
VERATIS ADVISORS, INC. | 117892 | 801-60849 | 437 | 7 | $3,681,294,980 |
MAN GLOBAL PRIVATE MARKETS (USA) INC. | 284066 | 801-108173 | 13 | 25 | $2,672,864,033 |
STEELE CREEK INVESTMENT MANAGEMENT LLC | 170209 | 801-79139 | 12 | 14 | $3,324,270,274 |
QHP CAPITAL, L.P. | 311710 | 801-120523 | 11 | 19 | $2,368,083,000 |
VERGER CAPITAL MANAGEMENT | 170125 | 801-79726 | 10 | 15 | $2,370,595,894 |
PAMLICO CAPITAL | 157532 | 801-74226 | 6 | 35 | $3,424,690,531 |
FALFURRIAS MANAGEMENT PARTNERS LP | 163076 | 801-100500 | 5 | 30 | $2,697,534,212 |
CORNERSTONE ADVISORS, LLC | 300891 | 801-114872 | 2 | 5 | $2,039,250,957 |