← Back to searchVisit website
AMERICAN TRUST INVESTMENT ADVISORS, LLC
CRD 114439 · SEC 801-60454
67 ETNA ROAD, SUITE 360, LEBANON, NH, 03766-1358, United States
Phone
603-448-6415
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.5M
Discretionary AUM
$303.5M
Team
4 total employees; 2 advisory reps; 116 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $20.7M |
| High net worth individuals | 39 | $79.5M |
| Charitable organizations | 33 | $203.2M |
States served
VT, AK, CA, CO, ME, MA, NJ, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD