| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea L Russo | Chief Integration Officer | Under 5% | 2024 |
| Claudia Cardenas | Chief Operations Officer | Under 5% | 2025 |
| James Michael Russo Control | President, Ceo, And Chief Compliance Officer | Over 75% | 1997 |
Altrius Capital Management, Inc. reports $626.8 million in regulatory assets under management on its Form ADV.
Altrius Capital Management, Inc. reports 13 employees.
Altrius Capital Management, Inc. is based in Novi, MI and has been SEC-registered since 2004.
Altrius Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 39555 Orchard Hill Pl, Suite 600, Novi, MI 48375 |
| Phone | 252-638-7598 |
| Fax | 252-635-6739 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1940646 |
| Discloses disciplinary history | No |
| Discretionary | $612.8M |
| Non-discretionary | $14M |
| Total (RAUM) | $626.8M |