Assets Under Management
$14.9M
Number of Clients
84
Number of Advisors
4
Average Client AUM
$177K
AUM per Advisor
$3.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
American Trust Investment Services Advisory, Inc. offers personalized investment advisory services, making recommendations based on client risk profiles and objectives. They also provide access to discretionary portfolio management through third-party managers. ATISAI occasionally creates financial plans incidental to establishing suitability parameters. Estate services are also offered for a fee.
1244 119th Street, Whiting, IN, 46394