Be advised. This firm is no longer registered.

American Trust Investment Services Advisory

American Trust Investment Services Advisory (CRD# 3001) is a financial advisory firm headquartered in Whiting, IN. They manage $6,439,775 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $292,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at American Trust Investment Services Advisory
No Advisor Found.
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