National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > arizona > phoenix

AMERICAN TRUST INVESTMENT ADVISORS, LLC

Tel: 603-448-6415
67 Etna Road
Suite 360
Lebanon, New Hampshire  03766-1358

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

AMERICAN TRUST INVESTMENT ADVISORS, LLC

AMERICAN TRUST INVESTMENT ADVISORS, LLC is a Lebanon, New Hampshire based financial advisory firm with nearly $307,811,721 in assets under management and provides investment advisory services for 260 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

114439

SEC#:

801-60454

No. of Clients:

260

Assets under Management

$307,811,721

No. of Advisors:

5

More Financial Advisory Firms in Lebanon, Arizona

More Firms in Lebanon, Arizona >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.