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).
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Total Assets Under Management121MILLION
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Total Number of Accounts462ACCOUNTS
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Average Account Value$261,631
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MA, ME, NH, PA, TX
Justin Elliott (CRD# 5908126) 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.
David Krech (CRD# 275272) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 15 years of experience in the finance industry.
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.
Timothy Haugh (CRD# 7382126) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 2 years of experience in the finance industry.