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FIRM PROFILE
Overview
AMERICAN TRUST INVESTMENT SERVICES, INC. is located at 1244 119th Street, Whiting, IN 46394 and was first established at Chicago, Indiana in 12/23/1968. After operating for 57 years, AMERICAN TRUST INVESTMENT SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AMERICAN TRUST INVESTMENT SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. AMERICAN TRUST INVESTMENT SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AMERICAN TRUST INVESTMENT SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 6 disclosures, 5 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AMERICAN TRUST INVESTMENT SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AMERICAN TRUST INVESTMENT SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AMERICAN TRUST INVESTMENT SERVICES, INC. Comes From
Understanding the Statistics for AMERICAN TRUST INVESTMENT SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1244 119th Street, Whiting, IN 46394
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Small
(949) 524-2742
Indiana since 12/23/1968
Corporation
December
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Advisor's working at AMERICAN TRUST INVESTMENT SERVICES, INC.
Sheldon Singleton
James Leslie Clarren
Gary Allen Clark
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