Ameritrust Capital Management Ltd
Ameritrust Capital Management Ltd (CRD# 106378) is a financial advisory firm headquartered in Santa Ynez, CA. They manage $106,310,094 in 221 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Ameritrust Capital Management Ltd
By the Numbers
-
Total Assets Under Management106MILLION
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$481,041
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Ameritrust Capital Management Ltd
1
John Grelck (CRD# 3183996) is an Investment Advisor Representative working at Ameritrust Capital Management Ltd in Santa Ynez, CA and has over 25 years of experience in the finance industry.
2
Mark Kavaloski (CRD# 2474248) is an Investment Advisor Representative working at Ameritrust Capital Management Ltd in Santa Ynez, CA and has over 21 years of experience in the finance industry.
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