VERITY ASSET MANAGEMENT

280 S Mangum St
Ste 550
Durham, North Carolina 27701-3676
Tel: 919-490-6717

About VERITY ASSET MANAGEMENT

VERITY ASSET MANAGEMENT, formally registered with the SEC as VERITY ASSET MANAGEMENT. The firm was established in 05/26/2006. They have over 10 offices throughout the country.

VERITY ASSET MANAGEMENT is a Durham, North Carolina based Financial Planning firm with nearly $902,895,255 assets under management, offering retirement planning & investment advisory services to 8036 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158667
SEC#	801-66730
Assets Managed by Firm	$902,895,255
No. of Clients	8036
No. of Advisors	64

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ADMINISTRATIVE SERVICES FOR ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	8036	$902,895,255
Individuals (other than high net worth individuals)	4437	$333,223,516
High net worth individuals	165	$317,790,827
Pension and profit sharing plans	18	$18,973,791
Other investment advisers	16	$158,145,899
Corporations or other businesses	4	$483,303

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