American Trust Wealth

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

2353 Alexandria Dr Ste 100, Lexington, K...

Phone Number

(859) 296-4407

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About American Trust Wealth

American Trust Wealth is a wealth management and fiduciary services firm headquartered in Lexington, Kentucky. Now part of Ascensus, the company provides independent wealth management, disciplined investment management, and financial planning for individual investors, business owners, and institutions such as endowments, foundations, and retirement plans. Its services include goal-based planning, tax planning, estate planning, and the Unified IncomePlan for retirement income. The firm utilizes an open architecture platform with access to over 20,000 investment options and has been certified by the Centre for Fiduciary Excellence (CEFEX) since 2006. It serves clients nationwide through its offices in Lexington and Pittsburgh.Explore more
American Trust Wealth's Social MediaPopular SearchesAmerican Trust WealthAmerican Trust CoSIC Code 62,628NAICS Code 52,523Show more

American Trust Wealth Org Chart

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Chief Investment Officer

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Senior Vice President Senior Retirement Inves...

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Managing Director, Wealth Management

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American Trust Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

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American Trust Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about American Trust Wealth.

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Frequently Asked Questions Regarding American Trust Wealth

What is American Trust Wealth's official website?
American Trust Wealth's official website is www.americantrustwealth.com
What is American Trust Wealth's Revenue?
American Trust Wealth's revenue is <$5 Million
What is American Trust Wealth's SIC code?
American Trust Wealth's SIC: 62,628
What is American Trust Wealth's NAICS code?
American Trust Wealth's NAICS: 52,523
How many employees does American Trust Wealth have?
American Trust Wealth has 11-50 employees
What industry does American Trust Wealth belong to?
American Trust Wealth is in the industry of: Finance, Securities Trading
How do I contact American Trust Wealth?
American Trust Wealth contact info: Phone number: (859) 296-4407 Website: www.americantrustwealth.com
What does American Trust Wealth do?

American Trust Wealth is a wealth management and fiduciary services firm headquartered in Lexington, Kentucky. Now part of Ascensus, the company provides independent wealth management, disciplined investment management, and financial planning for individual investors, business owners, and institutions such as endowments, foundations, and retirement... plans. Its services include goal-based planning, tax planning, estate planning, and the Unified IncomePlan for retirement income. The firm utilizes an open architecture platform with access to over 20,000 investment options and has been certified by the Centre for Fiduciary Excellence (CEFEX) since 2006. It serves clients nationwide through its offices in Lexington and Pittsburgh.Read More

What are American Trust Wealth social media links?
American Trust Wealth Linkedin page
Is American Trust Wealth a public company?
American Trust Wealth is private company therefore does not currently have an official ticker symbol
See more information about American Trust Wealth

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