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AMERICAN TRUST INVESTMENT ADVISORS, LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC
LEBANON, New Hampshire
·
3 registered advisors
·
CRD# 114439
SEC# 801-60454
0
603-448-6415
01
Firm Overview
AUM
$308M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at AMERICAN TRUST INVESTMENT ADVISORS, LLC
3 registered advisors
Andrew Carey Callaghan
LEBANON, New Hampshire
CRD# 1914744
Paul Harker Collins
LEBANON, New Hampshire
CRD# 4433717
Stephanie Neuland Brill
LEBANON, New Hampshire
CRD# 5115511
05
Office Locations
LEBANON, New Hampshire
3 advisors
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Data sourced from SEC Form ADV filings. AMERICAN TRUST INVESTMENT ADVISORS, LLC (CRD# 114439) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.