American Trust Investment Advisors, LLC is an investment adviser to an investment company based in Lebanon. It manages $212.21 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.
American Trust Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Trust Investment Advisors, LLC is $212.21 million. The firm's AUM has grown by 714% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay American Trust Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, and high net worth individuals. The largest group of clients of Paul Harker Collins is charitable organizations with 18 clients and $127.97 million of assets under management. Among the 9 most similar advisory firms, American Trust Investment Advisors has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $212.21 million for 120 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
American Trust Investment Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Paul Harker Collins has been acting as President since 1 Jul 2001. Andrew Carey Callaghan has served as the Chief Investment Officer since 1 Aug 2006. Heather Collier Vogel joined the executive team most recently as the Executive Manager.
The principal office where American Trust Investment Advisors, LLC performs its advisory services is located at One Court Street, Lebanon, NH 03766 1358, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-448-6415 or by fax 603-448-4569. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at amertrust.com.