1323 Commerce Drive
New Bern, North Carolina 28562
Tel: 252-638-7598
ALTRIUS CAPITAL MANAGEMENT, INC, formally registered with the SEC as ALTRIUS CAPITAL MANAGEMENT, INC. The firm was established in 05/27/2004. They have over 2 offices throughout the country.
ALTRIUS CAPITAL MANAGEMENT, INC. is a New Bern, North Carolina based Financial Planning firm with nearly $586,519,159 assets under management, offering retirement planning & investment advisory services to 505 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 121529 |
SEC# | 801-63153 |
Assets Managed by Firm | $586,519,159 |
No. of Clients | 505 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 505 | $586,519,159 |
Individuals (other than high net worth individuals) | 291 | $94,551,038 |
High net worth individuals | 199 | $467,218,963 |
Pension and profit sharing plans | 12 | $17,195,724 |
Charitable organizations | Fewer than 5 clients | $149,022 |
Other investment advisers | Fewer than 5 clients | $384,671 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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