Timothy
Haugh

Alterity Financial Group, LLC

CRD#7382126
Investment Advisor
in Bangor, ME

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About this Advisor

Timothy Haugh is a financial advisor operating in Bangor, Maine with 2 years of relevant experience. Haugh is an advisor for Alterity Financial Group, LLC. Their career trajectory has included roles at Alterity Financial Group, LLC, H&R Block, Student and Geoff'S Superlative Sandwiches. Haugh has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Maine. Alterity Financial Group, LLC is an advisory firm that has its headquarters in Bangor, ME. The company has offices in four locations and a total of eight advisors. It administers $119 million in assets among its 523 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 523 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. Alterity Financial Group, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services vary depending on which service is provided. However, fee types charged by Alterity Financial Group, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

21 Main Street Suite 201
Bangor, ME 04401

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Alterity Financial Group, LLC Brokerage Details

Total Assets Under Management

$119,358,152

ME Average: $618,328,769
Total Number of Employees

8

ME Average: 10
Total Number of Accounts

523

ME Average: 975
Average Account Size

$228,218

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Timothy Haugh Work History

Timothy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Alterity Financial Group, LLC

2021 - 2021 (< 1 year)

H&R Block

2016 - 2020 (4 years)

Geoff'S Superlative Sandwiches

2011 - 2021 (10 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Haugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alterity Financial Group, LLC

Justin Elliott
Bangor, ME
Lowrie Sargent
Bangor, ME
Timothy Haugh
Bangor, ME
David Krech
Bangor, ME
Thomas Saunders
Bangor, ME

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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