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James Michael Russo

ALTRIUS CAPITAL MANAGEMENT, INC.·NEW BERN, North Carolina
Unclaimed Profile
1323 COMMERCE DRIVE, NEW BERN, NC 28562CRD# 2838922Firm CRD# 121529
01

About

James Michael Russo is a registered financial advisor based in NEW BERN, North Carolina, affiliated with ALTRIUS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALTRIUS CAPITAL MANAGEMENT, INC.
ALTRIUS CAPITAL MANAGEMENT, INC.
AUM
$587M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ALTRIUS CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2838922
Firm CRD# 121529
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Russo offer?
James Michael Russo specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW BERN, North Carolina for a consultation.
What are James Michael Russo's credentials?
James Michael Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Russo located?
James Michael Russo is based in NEW BERN, North Carolina, working with ALTRIUS CAPITAL MANAGEMENT, INC.. Their office serves clients in the NEW BERN metropolitan area and surrounding communities.
How does James Michael Russo charge for services?
James Michael Russo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTRIUS CAPITAL MANAGEMENT, INC.?
ALTRIUS CAPITAL MANAGEMENT, INC. has approximately 13 employees and manages $587M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW BERN
David Laurence Blain — BLUESKY WEALTH ADVISORS, LLCCaroline Wight Blain — BLUESKY WEALTH ADVISORS, LLCAndrea Lee Aitken — ALTRIUS CAPITAL MANAGEMENT, INC.Ralph Anthony Milne — ALTRIUS CAPITAL MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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