American Trust Investment Services Advisory, Inc.

American Trust Investment Services Advisory, Inc. (CRD# 299547) is a financial advisory firm headquartered in Whiting, IN. They manage $11,947,049 in 94 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1244 119th Street, Whiting, IN 46394
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $127,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN, NC, WI

Financial Advisors at American Trust Investment Services Advisory, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals