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).

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 - 4 of 4 top financial advisors.
1
Justin P. Elliott
CRD#: 5908126
21 Main Street, Suite 201, Bangor, ME 04401

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.

2
David A. Krech
CRD#: 275272
21 Main Street, Suite 201, Bangor, ME 04401

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.

3
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.

4
Timothy D. Haugh
CRD#: 7382126
21 Main Street, Suite 201, Bangor, ME 04401

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.

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