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American Trust Investment Services, Inc.

American Trust Investment Services, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $4.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 42
      Accounts
    • $110.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

27

name start date
Roger Terry Prenta
April 2014
Mark Lee Elafros
September 2018
Alan Timothy Rodriguez
June 2013
Frederick Banyon
August 2013
Daniel Patrick Ohalloran
January 2015

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Edward Anthony Mccabe Finop April, 2011 less than 5%
    James Robert Buiter Cco August, 2014 less than 5%
      Source: SEC

      Fees

      There is no compensation data available to display at this time