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Building 2AMERICAN TRUST INVESTMENT ADVISORS, LLC

Map pinLEBANON, NH
Phone603-448-6415
NotebookSEC #801-60454
Total AUM
$303.5M
Employees
4
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
67 ETNA ROAD
SUITE 360
LEBANON
NH 03766-1358
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
603-448-6415

ReceiptFinancials

Total AUM
$303.5M
Accounts
193
Discretionary
$303.5M
Accounts
193
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$20.7M
HNW Individual Clients
39
AUM
$79.5M
Charitable Organization Clients
33
AUM
$203.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCAFLMAMENHNJTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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