American Trust Investment Services, Inc.

Overview

American Trust Investment Services, Inc. is a corporate entity that appears in FINTRX as an SEC-registered firm since 1969. The platform classifies the firm as both an investment bank and an independent broker‑dealer, and ownership is listed as a combination of a domestic entity and an individual. FINTRX flags the firm as not functioning as a capital allocator and not participating as an active ESG investor. It is also not identified as a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser. Available records do not supply detail on the firm's fee arrangements, advisory activities, or client segmentation, so its primary client-facing model (retail brokerage, institutional distribution, private client wealth management, etc.) is not documented in the source data.

Assets & Accounts

Location & Offices