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
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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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
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.
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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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