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Building 2ALTRIUS CAPITAL MANAGEMENT, INC.

Map pinNOVI, MI
Phone252-638-7598
NotebookSEC #801-63153
Total AUM
$716M
Employees
12
Clients
514

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39555 ORCHARD HILL PL
SUITE 600
NOVI
MI 48375
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
252-638-7598
Other Offices
1

ReceiptFinancials

Total AUM
$716M
Accounts
1,431
Discretionary
$698M
Accounts
1,376
Non-Discretionary
$18M
Accounts
55

ContactClients

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Individual Clients
250
AUM
$68.3M
HNW Individual Clients
249
AUM
$615.9M
Investment Company Clients
1
AUM
$14.3M
Pension/Profit Sharing Plan Clients
12
AUM
$17M
Charitable Organization Clients
1
AUM
$159.6K
Investment Advisor Clients
1
AUM
$396.8K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMDMIMONCNHNJNYPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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