AMERICAN TRUST INVESTMENT ADVISORS, LLC
Tel: 603-448-6415 67 Etna Road Suite 360 Lebanon, New Hampshire 03766-1358
About AMERICAN TRUST INVESTMENT ADVISORS, LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC is a Lebanon, New Hampshire based financial advisory firm with nearly $307,811,721 in assets under management and provides investment advisory services for 260 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
114439
Firm SEC#:
801-60454
Assets Under Management:
$307,811,721
No. of Clients:
260
No. of Advisors:
5
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM
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