American Trust Investment Services Advisory, Inc.

Overview

American Trust Investment Services Advisory, Inc. is a state registered investment adviser based in Whiting, IN, registered since 2019. It reports $5.5M in assets under management across 51 accounts, with 5 employees. It has 1 investment adviser representatives.

Reported AUM

$5.5M

Accounts

51

Average account

$108K

Employees

5

Advisory reps

1

Registered since

2019

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Daniel Patrick O'Halloran President, Chief Compliance Officer CRD 1391521
• Michael Robert Grady Chief Financial Officer CRD 1392784
• Kristopher Charles Kessler Director CRD 4543640

Advisory reps 1 of 1

• James Campbell Balk Registered Rep · Investment Adviser Rep CRD 7817532

Location

Headquarters

1244 119th St
Whiting, IN 46394

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• State registered
• Registered in 5 jurisdictions

Every state, with registration dates

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