|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| American Trust Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 114439 |
| SEC # | 801-60454 |
| CIK # | 0001291424, 0001767898, 0001466992 |
| AUM | $497.3 M (2025-05-23) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 603-448-6415 |
| Address | 67 Etna Road Lebanon, NH 03766-1358 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Constellation Energy Corp | 8.1 | ||
| Microsoft Corp | 8.0 | ||
| Apple Inc | 7.7 | ||
| Facebook Inc | 7.5 | ||
| International Business Machines Corp | 7.3 | ||
| Bunge Global Sa | 7.1 | ||
| Fluor Corp | 6.7 | ||
| Babcock & Wilcox Co | 6.0 | ||
| Sony Corp | 5.9 | ||
| Iron Mountain Inc | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 30.5 |
| (b) Individuals (high net worth individuals) | 58 | 274.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 32 | 192.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 497.3 |
| By Discretionary | ||
| Discretionary | 277 | 497.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277 | 497.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.3 | |
| Total | 277 | 497.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001291424] | |
| 3 | [0001466992] | |
| 4 | [0001466992] | |
| D | [0001466992] | |
| SC 13D | [0001466992] | |
| 13F-HR | [0001767898] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Bloom Retirement Holdings Inc | Finance of America Companies Inc | [2023-04-10] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Finance of America Companies Inc. | |
| Bloom Retirement Holdings Inc. | |
| Jahangiri Reza |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.5 |
|
Advyzon Investment Management LLC
✚
|
IL | 0.5 |
|
Portfolio Design Labs LLC
✚
|
CA | 0.5 |
|
Capitalia Suisse
✚
|
0.5 | |
|
Mosaic Advisors LLC
✚
|
TX | 0.5 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.5 |
|
Vision Retirement LLC
✚
|
NJ | 0.5 |
|
IAS Wealth Management Inc
✚
|
TX | 0.5 |
|
FIRE Capital Management LLC
✚
|
0.5 |