Verity and Verity LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Verity and Verity LLC
CRD #119630
SEC #801-63829
CIK #
AUM $415.1 MM (100% Disc, 100% US)
Employees9 (78% Investors, 0% Brokers)
Phone843-379-6661
Address2015 Boundary Street
Beaufort, SC 29902
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JNJ 369,000.0 7.0
CVX 234,890.0 6.8
NVS 208,170.0 6.6
TXN 99,900.0 6.5
PPG 26,280.0 6.3
UTX 108,590.0 6.2
MSFT 865,660.0 6.1
JPM 341,670.0 6.0
XOM 337,850.0 6.0
WFC 226,380.0 5.7
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Mariner Wealth Advisors-Omaha LLC
KS
0.4
Smart Investor LLC
CA
0.4
Travelers Bank & Trust FSB
NY
0.4
Scott & Selber Inc Capital Management
TX
0.4
Bulltick Wealth Management LLC
FL
0.4
Keudell Morrison Wealth Management LLC
OR
0.4
Windham Capital Management
NY
0.4
Lafayette Investments Inc
MD
0.4
Harfst and Associates Inc
OR
0.4
The Northstar Group Inc
NY
0.4