Malcolm
Trevillian
Verity Asset Management
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About this Advisor
Malcolm Trevillian is a chartered financial analyst operating out of Durham, North Carolina who has 12 years of industry experience. Trevillian is an advisor for Verity Asset Management. Over the course of their career, they have held roles at Chatham Advisors and Verity Asset Management, Inc. Trevillian is able to serve investors in North Carolina and Texas. Verity Asset Management is a registered investment business headquartered in Durham, NC. It has offices in eight locations and a total of 69 employees. It controls $783 million in assets across its 7,489 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 7,489 accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. Verity Asset Management provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees are based on which services the firm provides the client. However, fees charged by Verity Asset Management can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verity Asset Management Brokerage Details
$783,152,132
69
7,489
$104,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Malcolm Trevillian Work History
Malcolm has been registered as a financial advisor for 12 years.*
Verity Asset Management, Inc
Chatham Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Malcolm Trevillian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verity Asset Management
Durham, NC
Rockingham, NC
Durham, NC
Austin, TX
Keller, TX
Durham, NC
Durham, NC
Durham, NC
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