Alterity Financial Group
Alterity Financial Group is an SEC-registered Independent Registered Investment Advisor that was founded with the intent of providing a low-cost, high-quality service and superior investment performance through direct ownership of various asset classes vs. the watered-down/high-cost product-based investments that are used so extensively by most brokers and advisors. Alterity Financial Group seeks to manage the investments for individuals, institutions, non-profits, municipalities, trust assets, and other various entities and organizations. We offer portfolio management, retirement planning, and wealth management solutions to individuals, small businesses, and institutions through separately managed accounts, retirement plans, and sub-advisory services.
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Verified contacts
3
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
101
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- AP
Angie Potter
Chief Compliance Officer · Legal
EmailPhone - JG
Janice Grindle
Senior VP, CCO COO · Other
EmailPhone - LS
Lowrie Sargent
Investment Advisor Representative, Vice President · Other
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Alterity Financial Group
3 distinct titles indexed · top 3 shown.
- 1chief compliance officer
- 1investment advisor representative, vice president
- 1senior vp, cco coo
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