James Michael Russo
Investment adviser representative at Altrius Capital Management, Inc.
26 yearsExperience
3 statesRegistered in
$716MFirm assets
22 yearsFirm in business
Are you James Michael Russo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Altrius Capital Management, Inc.Aug 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MI, NC, TX).
Altrius Capital Management, Inc.
$716MAssets managed
512Clients
5Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2838922
- Firm CRD
- 121529