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AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.
CRD 299547
1244 119TH STREET, WHITING, IN, 46394, United States
Phone
312-382-7000
Fax
312-382-0414
Registration
— (—)
Source
State registered
Total AUM
$5.5M
Discretionary AUM
$0
Team
5 total employees; 4 advisory reps; 51 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; ESTATE SERVICES
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCOMPLEX PRODUCT HOURLY ADVISORY AND ESTATE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $4.3M |
| High net worth individuals | 2 | $1.2M |
Official SEC filing: View on IAPD