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ALTRIUS CAPITAL MANAGEMENT, INC.

Tel: 252-638-7598
1323 Commerce Drive
New Bern, North Carolina  28562

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ALTRIUS CAPITAL MANAGEMENT, INC.

ALTRIUS CAPITAL MANAGEMENT, INC. is a New Bern, North Carolina based financial advisory firm with nearly $586,519,159 in assets under management and provides investment advisory services for 505 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops , Other (GENERAL CONSULTING SERVICES)

Fee Structure:

A percentage of AUM

Firm CRD#:

121529

SEC#:

801-63153

No. of Clients:

505

Assets under Management

$586,519,159

No. of Advisors:

13

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