Altrius Capital Management, Inc.
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 121529
- Registered since
- May 27, 2004
- Website
- altrius-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.02%
- Individuals9.54%
- Pension & Profit Sharing Plans2.37%
- Investment Companies1.99%
- Other Investment Advisers0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Altrius Capital Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2004 and is privately owned. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting and educational seminars/workshops. The firm is not listed as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Non-Investment Grade Corp Bonds25%
- US Government Bonds8%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3
Andrea Russo
Chief Operating OfficerCRD 4608837
Sharon Boyd
Chief Technology OfficerCRD 8051097
Claudia Cardenas
Chief Operations OfficerCRD 8051483
Contacts
3 of 5
Christopher Rolf
Investment Advisor RepresentativeCRD 5359746
Rita Hendrick-smith
Director of Client ServicesCRD 4621478
James Russo
FounderCRD 2838922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$36.8M in ETFs
71%
$26M
18%
$10.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALTRIUS GLOBAL DIVIDEND ETF (DIVD) | Active | Global Large Stock Value | $6.6M | 154,469 | 17.86% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39555 Orchard Hill Pl
- Time zone
- ET (UTC-5)
- Office locations
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