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ALTERITY FINANCIAL GROUP, LLC

BANGOR, ME · CRD 153534 · IAPD ↗ · 800-966-7730

$120.9MRegulatory AUM
5Advisory reps
7Employees
8Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — ALTERITY FINANCIAL GROUP, LLC (BANGOR, ME) left the SEC roster (was $120.9M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.