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Home > Retirement Planners > south carolina > beaufort > VERITY INVESTMENT PARTNERS
VERITY INVESTMENT PARTNERS
2015 Boundary Street
2nd Floor
Beaufort, South Carolina 29902
Tel: 843-379-6661
About VERITY INVESTMENT PARTNERS
VERITY INVESTMENT PARTNERS, formally registered with the SEC as VERITY INVESTMENT PARTNERS. The firm was established in 01/14/2005. They have over 4 offices throughout the country.
VERITY INVESTMENT PARTNERS is a Beaufort, South Carolina based Financial Planning firm with nearly $938,783,926 assets under management, offering retirement planning & investment advisory services to 830 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119630 |
| SEC# | 801-63829 |
| Assets Managed by Firm | $938,783,926 |
| No. of Clients | 830 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (SUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 830 | $938,783,926 |
| Individuals (other than high net worth individuals) | 151 | $91,308,652 |
| High net worth individuals | 269 | $789,201,336 |
| Pension and profit sharing plans | 8 | $44,444,987 |
| Charitable organizations | 5 | $13,828,951 |
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|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
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| $3,417,068,970 | 420 | 20 |
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