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 organized as a corporation and has been SEC-registered since 1969. FINTRX classifies the firm as an investment bank and an independent broker‑dealer rather than as a traditional registered investment adviser; the snapshot also identifies the owner type as a domestic entity/individual. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is likewise not shown as a pension consultant or a related adviser. FINTRX does not supply detailed descriptions of the firm’s business activities, advisory services, or affiliations, so there is limited public information on client segments served, fee models, or advisory capabilities.
Assets & Accounts
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 3
Jason Vanclef
CEO & PresidentCRD 5096529

Richard Mcfadden
Founder and CEOCRD 2765788
Ian Lippy
COOCRD 6037326
Contacts
3 of 48
Michael Diprimio
Financial Advisor and Registered RepresentativeCRD 5703368
David Levinson
Financial Advisor and Registered RepresentativeCRD 705929
Earl Stevenson
Investment Advisor RepresentativeCRD 1042802
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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