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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

28

name start date
Wendell Cory Franklin
March 2014
Sean Michael Knowles
August 2018
George Edward Langlois
March 2014
Venita Kay Black
March 2014
Gary Edward Bidzinski
June 2013

    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