Alterity Financial Group, LLC

Alterity Financial Group, LLC (CRD# 153534) is a financial advisory firm headquartered in Bangor, ME. They manage $120,873,719 in 462 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
21 Main Street, Suite 201, Bangor, ME 04401
https://www.linkedin.com/company/alterity-financial-group/
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $261,631
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, PA, TX

Financial Advisors at Alterity Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lowrie Sargent, financial advisor Bangor ME
Lowrie B. Sargent
CRD#: 6164020
21 Main Street, Suite 201, Bangor, ME 04401

Lowrie Sargent (CRD# 6164020) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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