Altrius Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$626,765,786
Total clients
474
41% high-net worth
Total advisors
7
of 13 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
68
Average account size
$1,322,291
Client services
Fee options
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
Account minimum: $500,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Altrius Capital Management, Inc.
39555 Orchard Hill Pl, Suite 600
Novi MI 48375, United States
Number of offices
2
Quick links
Advisors at this firm
Christopher R
CFA®, Series 66
Novi, MI
Altrius Capital Management, Inc.
Rita H
Series 65
Ner Bern, NC
Altrius Capital Management, Inc.
Maxwell G
CFP®, Series 65
Novi, MI
Altrius Capital Management, Inc.
Brady G
Series 63, Series 65
Portland, ME
Altrius Capital Management, Inc.
James R
Series 63, Series 65
Novi, MI
Altrius Capital Management, Inc.
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