AMERICAN TRUST INVESTMENT ADVISORS, LLC

67 Etna Road
Suite 360
Lebanon, New Hampshire 03766-1358
Tel: 603-448-6415

About AMERICAN TRUST INVESTMENT ADVISORS, LLC

AMERICAN TRUST INVESTMENT ADVISORS, LLC, formally registered with the SEC as AMERICAN TRUST INVESTMENT ADVISORS, LLC. The firm was established in 08/06/2001. They have over 1 offices throughout the country.

AMERICAN TRUST INVESTMENT ADVISORS, LLC is a Lebanon, New Hampshire based Financial Planning firm with nearly $307,811,721 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114439
SEC#	801-60454
Assets Managed by Firm	$307,811,721
No. of Clients	260
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	260	$307,811,721
Individuals (other than high net worth individuals)	68	$31,008,532
High net worth individuals	47	$97,224,811
Charitable organizations	32	$179,578,378

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Firm Name	Assets Under Management	Total Clients	Total Advisors
MATRIX CAPITAL MANAGEMENT COMPANY, LP 3 Pleasant Street, Suite 400 Portsmouth, NH, 03801	$12,092,862,376	4	18
PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45

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