American Trust Investment Advisors, LLC
Firm details
- Headquarters
- Lebanon, New Hampshire
- CRD number
- 114439
- Registered since
- August 6, 2001
- Website
- www.amertrust.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations66.97%
- HNWI26.2%
- Individuals6.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
American Trust Investment Advisors, LLC is an SEC-registered investment adviser (registered in 2001) organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management, primarily for individuals, families and small businesses, and also works with institutional clients. Its pricing is a percentage of assets under management. The adviser does not position itself as an ESG investor, is not structured as a multi-state adviser, and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- US Government Bonds20%
- Cash & Cash Equivalents4%
- Other4%
Owners & executives
1 of 1
Stephanie Brill
Chief Administrative Officer and Chief Compliance OfficerCRD 5115511
Contacts
2 of 2
Paul Collins
PresidentCRD 4433717
Anik Mutsuddy
Financial AnalystCRD 7805196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$3.9M in ETFs
100%
$3.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US TIPS ETF (SCHP) | Schwab | Passive | Inflation Protected Bond | $1.8M | 68,930 | 46.66% |
Location
Lebanon, NH
Grafton
Location
Lebanon, NH
Headquartered in Lebanon, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- Grafton
- Address
- 67 Etna Rd
- Time zone
- ET (UTC-5)
- Office locations
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