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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
Leonidas Kopulos
March 2012
Eric Jay Golub
January 2016
Levant Miguel Bishop
October 2013
Steven Foreman Kahn
May 2014
Karl Francis Birkenfeld
May 2017

    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