Maxwell
Greenberg
Altrius Capital Management, Inc
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About this Advisor
Maxwell Greenberg is a financial advisor based in Savannah, Georgia, working with Altrius Capital Management, Inc. Maxwell has previously held positions at Altrius Capital Management, State Farm, Law Office Of McDonald, McKenzie, Rubin, Miller & Lybrand, University Of South Carolina, Xaverian Brothers High School, and Roche Brothers. Maxwell has passed the Series 65 regulatory exam and is registered to provide services in Florida, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Maxwell is part of Altrius Capital Management, Inc, which operates out of Savannah, Georgia. The firm has 1 office and 13 employees. The firm manages assets totaling $586.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, educational seminars, and other services. The fee structure at Altrius Capital Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Altrius Capital Management, Inc Brokerage Details
$586,519,159
13
505
$1,161,424
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Maxwell Greenberg Work History
Altrius Capital Mangement
State Farm
Law Office Of Mcdondald, Mckenzie, Rubin, Miller & Lybrand
University Of South Carolina
Roche Brothers
Xaverian Brothers High S
Disclosures
Please visit the SEC profile of Maxwell Greenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Altrius Capital Management, Inc
New Bern, NC
Savannah, GA
New Bern, NC
New Bern, NC
New Bern, NC
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