Altrius Capital Management, Inc.

North Carolina
Registered In
08/24/2000
Incorp. Date

Company Summary

Altrius Capital Management, Inc. at 1323 Commerce Dr, New Bern, Nc 28562 lists James M Russo and Andrea L Aitken of New Bern, NC as the associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Russo, James , Registered Agent
1323 COMMERCE DR, NEW BERN, NC 28562 (View Past Addresses)
James M Russo President
PO BOX 12687, NEW BERN, NC 28561
Andrea L Aitken Secretary
PO BOX 12687, NEW BERN, NC 28561
1323 COMMERCE DR, NEW BERN, NC 28562 View Map
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Financial Information for Altrius Capital Management, Inc.

Form 5500

ALTRIUS CAPITAL MANAGEMENT, INC.

1323 Commerce Drive, New Bern, Nc 28562 (252) 638-7598 EIN:56-2214376 Plan Admin:James Russo
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
Benefit & Retirement Plans based on Form 5500.
Address Match:1323 Commerce Dr New Bern, NC
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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