1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALTERITY FINANCIAL GROUP, LLC

Map pinBANGOR, ME
Phone800-966-7730
NotebookSEC #801-79430
Total AUM
$120.9M
Employees
7
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 MAIN STREET
SUITE 201
BANGOR
ME 04401
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
800-966-7730
Other Offices
4

ReceiptFinancials

Total AUM
$120.9M
Accounts
462
Discretionary
$108.8M
Accounts
394
Non-Discretionary
$12.1M
Accounts
68

ContactClients

View more in analytics →

Individual Clients
208
AUM
$34.8M
HNW Individual Clients
21
AUM
$84.6M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account