Altrius Capital Management, Inc.
Altrius Capital Management, Inc. (CRD# 121529) is a financial advisory firm headquartered in New Bern, NC. They manage $586,519,159 in 505 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management587MILLION
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Total Number of Accounts505ACCOUNTS
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Average Account Value$1,161,424
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
CA, FL, GA, LA, MD, MI, NC, NJ, NY, PA, SC, TN, TX, VA
Rita Hendrick-Smith (CRD# 4621478) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 12 years of experience in the finance industry.
Christopher Rolf (CRD# 5359746) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 15 years of experience in the finance industry.
James Russo (CRD# 2838922) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 27 years of experience in the finance industry.
Maxwell Greenberg (CRD# 7507775) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 2 years of experience in the finance industry.