AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. of WHITING, IN is an SEC-registered investment adviser (CRD 299547). Regulatory assets under management: $5.5M.

Registration

• CRD: 299547
• Type: Registered investment adviser
• Location: 1244 119TH STREET, WHITING, IN, 46394
• Phone: 312-382-7000
• Latest filing: 2026-03-30
• Regulatory AUM: $5.5M
• Non-discretionary AUM: $5.5M
• Clients: 5
• Accounts: 51

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299547 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search