American Trust Investment Advisors, LLC

American Trust Investment Advisors, LLC (CRD# 114439) is a financial advisory firm headquartered in Lebanon, NH. They manage $182,157,727 in 190 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $958,725
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, TX, VT

Financial Advisors at American Trust Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew C. Callaghan
CRD#: 1914744
One Court Street, Suite 350, Lebanon, NH 03766
93
Wealthminder
score

Andrew Callaghan (CRD# 1914744) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 27 years of experience in the finance industry.

2
Paul H. Collins
CRD#: 4433717
One Court Street, Suite 350, Lebanon, NH 03766
93
Wealthminder
score

Paul Collins (CRD# 4433717) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 14 years of experience in the finance industry.

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