Andrea
Aitken

Altrius Capital Management, Inc

CRD#4608837
Investment Advisor
in New Bern, NC

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About this Advisor

Andrea Aitken is an advisor in New Bern, North Carolina. Currently a registered financial advisor at Altrius Capital Management, Inc, Aitken has 15 years of professional experience in the financial advisory industry. Aitken maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Aitken can work with investors based out of New Jersey and North Carolina. Aitken has spent their complete career at Altrius Capital Management, Inc. Altrius Capital Management, Inc is based out of New Bern, North Carolina, and operates out of two other offices in the nation. As an advisor firm, Altrius Capital Management, Inc oversees $345 million in assets throughout 402 client accounts and employs 10 staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the nation. The firm manages 386 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 26% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Altrius Capital Management, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1323 Commerce Drive
New Bern, NC 28562

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Altrius Capital Management, Inc Brokerage Details

Total Assets Under Management

$344,649,975

NC Average: $3,625,019,099
Total Number of Employees

10

NC Average: 22
Total Number of Accounts

402

NC Average: 1,917
Average Account Size

$857,338

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Andrea Aitken Work History

Andrea has 15 years of experience.

2005 - Present (16 years)

Altrius Capital Management, Inc

Disclosures

Andrea Aitken has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Altrius Capital Management, Inc

Robert D'Angelo
New Bern, NC
Gregory Kammerer
New Bern, NC
Christopher Rolf
Raleigh, NC
Rita Hendrick-Smith
New Bern, NC
Andrea Aitken
New Bern, NC
James Russo
New Bern, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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