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ALTRIUS CAPITAL MANAGEMENT, INC.
ALTRIUS CAPITAL MANAGEMENT, INC.
NEW BERN, North Carolina
·
3 registered advisors
·
CRD# 121529
SEC# 801-63153
1
252-638-7598
01
Firm Overview
AUM
$587M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ALTRIUS CAPITAL MANAGEMENT, INC.
3 registered advisors
Andrea Lee Aitken
NEW BERN, North Carolina
CRD# 4608837
James Michael Russo
NEW BERN, North Carolina
CRD# 2838922
Ralph Anthony Milne
NEW BERN, North Carolina
CRD# 6034910
05
Office Locations
NEW BERN, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. ALTRIUS CAPITAL MANAGEMENT, INC. (CRD# 121529) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.