American Trust Investment Services, Inc.
Firm details
- Headquarters
- San Clemente, California
- CRD number
- 3001
- Registered since
- February 28, 1969
- Website
- www.amtruinvest.com
Firm profile
FINTRXOverview
American Trust Investment Services, Inc. is recorded as a corporation that has been SEC-registered since 1969. FINTRX classifies the firm as an investment bank and an independent broker-dealer; ownership is listed as a mix of a domestic entity and individual owners. The dataset does not list advisory activities or related-adviser relationships, and the firm is not identified as a capital allocator, multi-state adviser, pension consultant, or active ESG investor.
Assets & Accounts
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
Owners & executives
3 of 3Ian Lippy
COOCRD 6037326
Jason Vanclef
CEO & PresidentCRD 5096529
Richard Mcfadden
Founder and CEOCRD 2765788
Contacts
3 of 48
Michael Diprimio
Financial Advisor and Registered RepresentativeCRD 5703368
Edwin Strazzulla
PresidentCRD 1209491
Justin Smith
Financial Services ConsultantCRD 6097789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Clemente, CA
Orange
Location
San Clemente, CA
Headquartered in San Clemente, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 910 S El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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