American Trust Investment Advisors is an investment advisor in Lebanon with $325.97 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Former names
American Trust CO
SEC CIK
IRS number
20448023
SEC advisor number
801-60454
FINRA CRD number
114439
AUM ?
$307.81 mm
(as of 27 Mar 24)
Accounts
260
(as of 27 Mar 24)
Employees
5
(2 investment advisory or research)
Address
American Trust Investment Advisors
ONE COURT STREET
SUITE 350
LEBANON
NH 03766
ONE COURT STREET
SUITE 350
LEBANON
NH 03766
Phone
603-448-6415
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21