American Trust Investment Advisors, LLC

American Trust Investment Advisors, LLC (CRD# 114439) is a financial advisory firm headquartered in Lebanon, NH. They manage $307,811,721 in 260 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
67 Etna Road, Suite 360, Lebanon, NH 03766
http://www.amertrust.com
By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,183,891
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, CA, CO, FL, MA, NH, TX, VT

Financial Advisors at American Trust Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Callaghan, financial advisor Lebanon NH
Andrew C. Callaghan
CRD#: 1914744
67 Etna Road, Suite 360, Lebanon, NH 03766

Andrew Callaghan (CRD# 1914744) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 35 years of experience in the finance industry.

2
Paul Collins, financial advisor Lebanon NH
Paul H. Collins
CRD#: 4433717
67 Etna Road, Suite 360, Lebanon, NH 03766

Paul Collins (CRD# 4433717) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 21 years of experience in the finance industry.

3
Anik Mutsuddy, financial advisor Lebanon NH
Anik Mutsuddy
CRD#: 7805196
67 Etna Road, Suite 360, Lebanon, NH 03766

Anik Mutsuddy (CRD# 7805196) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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