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).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Ameritrust Capital Management Ltd
Showing 1 - 2 of 2 top financial advisors.
1
John G. Grelck
CRD#: 3183996
3568 Sagunto St. West Wing, P.o. Box 900, Santa Ynez, CA 93460

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 J. Kavaloski
CRD#: 2474248
3568 Sagunto St, West Wing, P.o. Box 900, Santa Ynez, CA 93460
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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