ALTERITY FINANCIAL GROUP, LLC
CRD #153534 SEC #801-79430 BANGOR, ME 800-966-7730
SEC Registered
Total AUM
$119.4M
Discretionary
$101M
Employees
7
Clients
0
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $120.9M | $108.8M | $12.1M | 7 | 8 |
| Nov 2023 | $119.4M | $101M | $18.4M | 7 | 8 |
| Sep 2023 | $119.4M | $101M | $18.4M | 8 | 8 |
| Sep 2023 | $119.4M | $101M | $18.4M | 8 | 8 |
| May 2023 | $119.4M | $101M | $18.4M | 8 | 8 |
| Mar 2023 | $119.4M | $101M | $18.4M | 8 | 8 |
| Nov 2022 | $156.6M | $127.5M | $29.1M | 8 | 0 |
| Mar 2022 | $156.6M | $127.5M | $29.1M | 8 | 0 |
| Mar 2022 | $156.6M | $127.5M | $29.1M | 8 | 0 |
| Sep 2021 | $135.7M | $112.3M | $23.4M | 6 | 0 |
| Feb 2021 | $135.7M | $112.3M | $23.4M | 8 | 0 |
| Jun 2020 | $110.9M | $91.8M | $19.1M | 8 | 0 |
| Jun 2020 | $110.9M | $91.8M | $19.1M | 8 | 0 |
| Mar 2020 | $110.9M | $91.8M | $19.1M | 8 | 0 |
| Sep 2019 | $100.8M | $81.4M | $19.3M | 7 | 4 |
| Mar 2019 | $100.8M | $81.4M | $19.3M | 7 | 4 |
| Mar 2018 | $99.1M | $79.1M | $20M | 8 | 5 |
| Oct 2017 | $99.2M | $52.9M | $46.3M | 7 | 9 |
| Sep 2017 | $128.1M | $92.6M | $35.5M | 7 | 200 |
| Mar 2017 | $128.1M | $92.6M | $35.5M | 7 | 200 |
| Jun 2016 | $124.9M | $107.7M | $17.2M | 9 | 200 |
| Mar 2016 | $124.9M | $107.7M | $17.2M | 9 | 200 |
| Feb 2016 | $124.9M | $107.7M | $17.2M | 9 | 200 |
| Dec 2015 | $114M | $93M | $21M | 9 | 200 |
| Aug 2015 | $114M | $93M | $21M | 9 | 200 |
| Aug 2015 | $114M | $93M | $21M | 9 | 200 |
| Jul 2015 | $114M | $93M | $21M | 9 | 200 |
| Apr 2015 | $114M | $93M | $21M | 9 | 200 |
| Mar 2015 | $114M | $93M | $21M | 9 | 200 |
| Dec 2014 | $104M | $81.6M | $22.4M | 8 | 169 |
| Oct 2014 | $104M | $81.6M | $22.4M | 8 | 169 |
| Oct 2014 | $104M | $81.6M | $22.4M | 8 | 169 |
| Oct 2014 | $104M | $81.6M | $22.4M | 9 | 169 |
| Apr 2014 | $104M | $81.6M | $22.4M | 9 | 169 |
| Mar 2014 | $104M | $81.6M | $22.4M | 9 | 169 |
| Feb 2011 | $18.6M | $13.5M | $5M | 5 | -- |
| Jan 2011 | $18.6M | $13.5M | $5M | 5 | -- |
| Oct 2010 | $18.6M | $13.5M | $5M | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateJan 2024
Total AUM$120.9M
Discretionary$108.8M
Non-Disc.$12.1M
Employees7
Clients8
DateNov 2023
Total AUM$119.4M
Discretionary$101M
Non-Disc.$18.4M
Employees7
Clients8
DateSep 2023
Total AUM$119.4M
Discretionary$101M
Non-Disc.$18.4M
Employees8
Clients8
DateSep 2023
Total AUM$119.4M
Discretionary$101M
Non-Disc.$18.4M
Employees8
Clients8
DateMay 2023
Total AUM$119.4M
Discretionary$101M
Non-Disc.$18.4M
Employees8
Clients8
DateMar 2023
Total AUM$119.4M
Discretionary$101M
Non-Disc.$18.4M
Employees8
Clients8
DateNov 2022
Total AUM$156.6M
Discretionary$127.5M
Non-Disc.$29.1M
Employees8
Clients0
DateMar 2022
Total AUM$156.6M
Discretionary$127.5M
Non-Disc.$29.1M
Employees8
Clients0
DateMar 2022
Total AUM$156.6M
Discretionary$127.5M
Non-Disc.$29.1M
Employees8
Clients0
DateSep 2021
Total AUM$135.7M
Discretionary$112.3M
Non-Disc.$23.4M
Employees6
Clients0
DateFeb 2021
Total AUM$135.7M
Discretionary$112.3M
Non-Disc.$23.4M
Employees8
Clients0
DateJun 2020
Total AUM$110.9M
Discretionary$91.8M
Non-Disc.$19.1M
Employees8
Clients0
DateJun 2020
Total AUM$110.9M
Discretionary$91.8M
Non-Disc.$19.1M
Employees8
Clients0
DateMar 2020
Total AUM$110.9M
Discretionary$91.8M
Non-Disc.$19.1M
Employees8
Clients0
DateSep 2019
Total AUM$100.8M
Discretionary$81.4M
Non-Disc.$19.3M
Employees7
Clients4
DateMar 2019
Total AUM$100.8M
Discretionary$81.4M
Non-Disc.$19.3M
Employees7
Clients4
DateMar 2018
Total AUM$99.1M
Discretionary$79.1M
Non-Disc.$20M
Employees8
Clients5
DateOct 2017
Total AUM$99.2M
Discretionary$52.9M
Non-Disc.$46.3M
Employees7
Clients9
DateSep 2017
Total AUM$128.1M
Discretionary$92.6M
Non-Disc.$35.5M
Employees7
Clients200
DateMar 2017
Total AUM$128.1M
Discretionary$92.6M
Non-Disc.$35.5M
Employees7
Clients200
DateJun 2016
Total AUM$124.9M
Discretionary$107.7M
Non-Disc.$17.2M
Employees9
Clients200
DateMar 2016
Total AUM$124.9M
Discretionary$107.7M
Non-Disc.$17.2M
Employees9
Clients200
DateFeb 2016
Total AUM$124.9M
Discretionary$107.7M
Non-Disc.$17.2M
Employees9
Clients200
DateDec 2015
Total AUM$114M
Discretionary$93M
Non-Disc.$21M
Employees9
Clients200
DateAug 2015
Total AUM$114M
Discretionary$93M
Non-Disc.$21M
Employees9
Clients200
DateAug 2015
Total AUM$114M
Discretionary$93M
Non-Disc.$21M
Employees9
Clients200
DateJul 2015
Total AUM$114M
Discretionary$93M
Non-Disc.$21M
Employees9
Clients200
DateApr 2015
Total AUM$114M
Discretionary$93M
Non-Disc.$21M
Employees9
Clients200
DateMar 2015
Total AUM$114M
Discretionary$93M
Non-Disc.$21M
Employees9
Clients200
DateDec 2014
Total AUM$104M
Discretionary$81.6M
Non-Disc.$22.4M
Employees8
Clients169
DateOct 2014
Total AUM$104M
Discretionary$81.6M
Non-Disc.$22.4M
Employees8
Clients169
DateOct 2014
Total AUM$104M
Discretionary$81.6M
Non-Disc.$22.4M
Employees8
Clients169
DateOct 2014
Total AUM$104M
Discretionary$81.6M
Non-Disc.$22.4M
Employees9
Clients169
DateApr 2014
Total AUM$104M
Discretionary$81.6M
Non-Disc.$22.4M
Employees9
Clients169
DateMar 2014
Total AUM$104M
Discretionary$81.6M
Non-Disc.$22.4M
Employees9
Clients169
DateFeb 2011
Total AUM$18.6M
Discretionary$13.5M
Non-Disc.$5M
Employees5
Clients--
DateJan 2011
Total AUM$18.6M
Discretionary$13.5M
Non-Disc.$5M
Employees5
Clients--
DateOct 2010
Total AUM$18.6M
Discretionary$13.5M
Non-Disc.$5M
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--