American Trust Investment Services Advisory

American Trust Investment Services Advisory (CRD# 3001) is a financial advisory firm headquartered in Whiting, IN. They manage $4,156,593 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $415,659
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
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.

IL, IN

Financial Advisors at American Trust Investment Services Advisory
Showing 1 - 5 of 5 top financial advisors.
1
Jesse T. Wang
CRD#: 5573018
1244 119th Street, Whiting, IN 46394
93
Wealthminder
score

Jesse Wang (CRD# 5573018) is an Investment Advisor Representative working at American Trust Investment Services Advisory in Whiting, IN and has over 7 years of experience in the finance industry.

2
Kenneth R. Schuyler
CRD#: 5423123
230 W. Monroe Suite 300, Chicago, IL 60606
86
Wealthminder
score

Kenneth Schuyler (CRD# 5423123) is an Investment Advisor Representative working at American Trust Investment Services Advisory in Chicago, IL and has over 8 years of experience in the finance industry.

3
Daniel P. O'halloran
CRD#: 1391521
230 W. Monroe Suite 300, Chicago, IL 60606
83
Wealthminder
score

Daniel O'halloran (CRD# 1391521) is an Investment Advisor Representative working at American Trust Investment Services Advisory in Chicago, IL and has over 31 years of experience in the finance industry.

4
Thomas J. Kunkle
CRD#: 2263516
1244 119th Street, Whiting, IN 46394
63
Wealthminder
score

Thomas Kunkle (CRD# 2263516) is an Investment Advisor Representative working at American Trust Investment Services Advisory in Whiting, IN and has over 24 years of experience in the finance industry.

5
James R. Buiter
CRD#: 2768296
1244 119th Street, Whiting, IN 46394
46
Wealthminder
score

James Buiter (CRD# 2768296) is an Investment Advisor Representative working at American Trust Investment Services Advisory in Whiting, IN and has over 20 years of experience in the finance industry.

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