Ameritrust Capital Management Ltd
Ameritrust Capital Management Ltd (CRD# 106378) is a financial advisory firm headquartered in Santa Ynez, CA. They manage $64,960,335 in 183 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management65MILLION
Total Number of Accounts183ACCOUNTS
Average Account Value$354,975
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, TX, WA
John Grelck (CRD# 3183996) is an Investment Advisor Representative working at Ameritrust Capital Management Ltd in Santa Ynez, CA and has over 18 years of experience in the finance industry. John Grelck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.