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.
Russo, James ,
Registered Agent
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1323 COMMERCE DR, NEW BERN, NC 28562
(View Past Addresses)
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James M Russo
President
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PO BOX 12687, NEW BERN, NC 28561
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Andrea L Aitken
Secretary
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PO BOX 12687, NEW BERN, NC 28561
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1323 COMMERCE DR, NEW BERN, NC 28562
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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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 |
Altrius Capital Management, Inc.
Registered in Connecticut
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Hartford, CT New Bern, NC | View Report | |
Aardvark Asset Management, LLC
Registered in North Carolina
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New Bern, NC Raleigh, NC | View Report | |
Jmr Real Estate Group, LLC
Registered in North Carolina
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New Bern, NC | View Report | |
Estate Life Insurance Agency, Inc.
Registered in North Carolina
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New Bern, NC Palm Beach, FL | View Report |
Altrius Capital Management, Inc.
Registered in Michigan
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Ada, MI | View Report | |
Altrius Capital Management, Inc.
Registered in New Jersey
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View Report |
The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor