Full text of AMERICAN TRUST INVESTMENT SERVICES, INC.'s X-17A-5 filed 2025-04-30 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **American Trust Investment Services, Inc. Statement Of Financial Condition And Reports Of Independent Registered Public Accounting Firm Year Ended December 31, 2024** > Filed as **PUBLIC** information Pursuant to Rule l 7a-5(e)(3) under the Securities Exchange Act of 1934. {1}------------------------------------------------ # STATEMENT OF FINANCIAL CONDITION AND REPORTS OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM # YEAR ENDED DECEMBER 31, 2024 # C O N T E N T S | | Page | |------------------------------------------------------------------------------------------------|------| | Facing Page | | | Table of Contents | | | Oath or Affirmation | | | Report of Independent Registered Public Accounting Firm on<br>Statement of Financial Condition | | | Statement of Financial Condition | 6 | | Notes to Statement of Financial Condition | 7-17 | {2}------------------------------------------------ | UNITED STATES<br>SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549 | | | OMB APPROVAL<br>OMB Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response:<br>12 | | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|---------|--------------------------------------------------------------------------------------------------------------------------|--| | | ANNUAL REPORTS | | SEC FILE NUMBER | | | | FORM X-17A-5 | | 8-14394 | | | | PART III | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | FILING FOR THE PERIOD BEGINNING 01/01/2024 AND ENDING 12/31/2024 | | | | | | | MM/DD/YY | | MM/DD/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: AMERICAN TRUST INVESTMENT SERVICES INC | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>@ Broker-dealer - O Security-based swap dealer - O Major security-based swap participant<br>Check here if respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | 1244 119TH STREET | | | | | | | (No. and Street) | | | | | WHITIN…Read the full text as markdown