Altrius Capital Management, Inc. at 1323 Commerce Dr, New Bern, Nc 28562 lists Andrea Aitken Russo and James Russo of Whitefish, MT as the associates.
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Secretary Of State
Registered Agent
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PO BOX 150470, HARTFORD, CT 06115
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Andrea Aitken Russo
Officer
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476 ELK HIGHLANDS DR, WHITEFISH, MT 59937
1323 COMMERCE DR, NEW BERN, NC 28562
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James Russo
Officer
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476 ELK HIGHLANDS DR, WHITEFISH, MT 59937
1323 COMMERCE DR, NEW BERN, NC 28562
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1323 COMMERCE DR, NEW BERN, NC 28562
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$2,551,426 / $3,124,210 | 2023 | ALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN - Plan #001 | 13 / 15 | $2,551,426 / $3,124,210 |
| 2022 | Plan NameALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$2,314,809 / $2,551,426 | 2022 | ALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN - Plan #001 | 11 / 13 | $2,314,809 / $2,551,426 |
| 2021 | Plan NameALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,623,867 / $2,314,809 | 2021 | ALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN - Plan #001 | 11 / 11 | $1,623,867 / $2,314,809 |
| 2020 | Plan NameALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,325,975 / $1,623,867 | 2020 | ALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN - Plan #001 | 10 / 11 | $1,325,975 / $1,623,867 |
| 2019 | Plan NameALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,048,850 / $1,325,975 | 2019 | ALTRIUS CAPITAL MANAGEMENT RETIREMENT PLAN - Plan #001 | 9 / 10 | $1,048,850 / $1,325,975 |
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Altrius Capital Management, Inc.
Registered in North Carolina
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New Bern, NC | View Report | |
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