American Trust Investment Advisors, LLC

American Trust Investment Advisors, LLC (CRD# 114439) is a financial advisory firm headquartered in Lebanon, NH. They manage $199,655,542 in 182 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $1,097,008
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, CO, FL, MA, ME, 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 29 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 15 years of experience in the finance industry.

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