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American Trust Investment Advisors, LLC

● SEC registered since 2001CRD 114439SEC# 801-60454Lebanon, NH
Export (members)
Reg. AUM
$497.3M
Employees
5
Accounts
277
Location
Lebanon, NH

American Trust Investment Advisors, LLC assets under management

American Trust Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Lebanon, NH. The firm has been registered since 2001. It reports $497.3 million in regulatory assets under management and employs 5 people.
www.amertrust.comView on SEC.gov ↗

American Trust Investment Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anik Mutsuddy ControlFinancial AnalystUnder 5%2021
Paul Harker Collins ControlPresidentOver 75%2001
Stephanie Neuland Brill ControlChief Compliance OfficerUnder 5%2006

Frequently asked questions

How much does American Trust Investment Advisors, LLC manage?

American Trust Investment Advisors, LLC reports $497.3 million in regulatory assets under management on its Form ADV.

How many employees does American Trust Investment Advisors, LLC have?

American Trust Investment Advisors, LLC reports 5 employees.

Where is American Trust Investment Advisors, LLC located?

American Trust Investment Advisors, LLC is based in Lebanon, NH and has been SEC-registered since 2001.

Does American Trust Investment Advisors, LLC disclose fund performance?

American Trust Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address67 Etna Road, Suite 360, Lebanon, NH 03766-1358
Phone603-448-6415
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$497.3M
Non-discretionary$0
Total (RAUM)$497.3M