ATIS

ATIS
WikiStock Rating	⭐⭐⭐
Founded	1958
Registered Region	United States
Regulatory Status	FINRA
Product & Services	Individual stocks and bonds, Investment banking services, Alternative Investment Products, Investment Advisory Solutions, Retirement Plan Consulting Services, Insurance Consulting Services
Customer Service	Address: 501 N El Camino Real #211, San Clemente, CA 92672
	Tel: 949-347-5222
	Email: info@amtruinvest.com
	Contact form

ATIS Information

　　Founded in 1958, American Trust Investment Services (ATIS) provides a diverse array of financial products and services. These include individual stocks and bonds, investment banking services, alternative investment products, investment advisory solutions, retirement plan consulting services, and insurance consulting services.

　　Regulated by FINRA (license no. CRD#: 3001/SEC#: 8-14394), ATIS adheres to rigorous regulatory standards. This oversight ensures that ATIS operates with credibility and reliability, providing clients with a secure and trustworthy trading environment.

　　For more detailed information, you can visit their official website: https://www.amtruinvest.com/ or contact their customer service directly.

Pros & Cons

• 　　Regulatory by FINRA: Regulated by FINRA, ATIS operates under stringent regulatory standards, ensuring credibility and reliability for clients.

• 　　Comprehensive Investment Offerings: ATIS offers a wide range of investment products including individual stocks, bonds, alternative investments, investment banking services, insurance consulting and retirement solutions, etc.

• 　　Strong Custodial Relationships: Affiliated with reputable custodians like RBC Custody & Clearing, NFS, and others, ATIS provides secure and reliable custodial services for client assets.

Cons:

• 　　Limited Geographical Coverage: ATIS primarily serves clients within the United States and has limited services available internationally.

Is It Safe？

　　Regulation:

　　ATIS operates under the regulatory oversight of the United States The Financial Industry Regulatory Authority (FINRA) with license no. CRD#: 3001/SEC#: 8-14394, showcasing its dedication to maintaining the utmost standards in financial operations. This regulatory adherence underscores ATIS's commitment to integrity and credibility in its services.



　　Safety Measures:

　　So far we have not found any security measures the company take on its website. You should seek direct clarification from them if you intend to go with actual trading.

What are Securities to Trade with ATIS？

　　American Trust Investment Services (ATIS) offers a comprehensive range of investment services tailored to meet the diverse needs of individual and corporate clients.

• 　　Individual Investment Services:

　　Stocks and Bonds: ATIS provides traditional investment options in equity and fixed income markets through strategic partners such as Charles Schwab and RBC.

• 　　Investment Advisory Solutions:

　　Wealth Management: ATIS assembles top-tier wealth management platforms to help clients grow their businesses.

　　Retirement Plan Consulting: Investment advisory services for defined contribution and defined benefit plan sponsors, including company 401K rollovers and beneficiary planning.

• 　　Investment Banking Services:

　　Corporate Advisory: ATIS offers a full range of underwriting and advisory services for M&A, equity, and corporate debt restructuring

　　Capital Markets: Expertise in capital raising through IPOs, registered secondaries, private placements, and convertible issues.

• 　　Alternative Investment Products:

　　Diversified Options: High-quality, sound investment options such as 1031 exchanges, real estate private placements, hedge fund offerings, and non-traded real estate investment trusts.

• 　　Insurance Consulting Services:

　　Comprehensive Coverage: Consulting on a wide range of insurance products including life insurance, annuities, long-term care insurance, and estate insurance.

• 　　Equity and Fixed Income Execution:

　　Market Transactions: High touch services for executing stock transactions and developing customized investing strategies.

　　Credit Instruments: Trading and structuring in government, municipal, and agency fixed income, as well as corporate credit including investment-grade and high-yield bonds.



Customer Service

　　ATIS provides customer service through direct phone contact, physical address, email communication for different offices, and an online contact form.

　　San Clemente: 501 N El Camino Real #211, San Clemente, CA 92672, United States

　　P | 949-347-5222

　　Los Angeles: 8107 Loyola Blvd. Los Angeles, CA 90045, United States

　　P | 310-410-8341

　　Newport Beach: 5000 Birch Street, East Tower Suite 100, Newport Beach, CA 92660, United States

　　P | 800-805-7526

　　Chicago: 230 W. Monroe Suite 300, Chicago, IL 60606, United States

　　P | 312-382-7000

　　Lisle: 4722 Main St. Lisle, IL 60532, United States

　　P | 630-435-9128

　　Florida: 5182 NW 74Ct. Coconut Creek, FL 33073, United States

　　P | 305-965-0166

　　New York Regional Office: 144 East 44th Street, New York, New York, United States

　　P | 212-521-1902

　　Indiana: 1244 119th Street, Whiting, IN 46394, United States

　　P | 219-473-5542



Conclusion

　　In conclusion, ATIS, established in 1958, offers a comprehensive range of financial services including stocks, bonds, investment banking, alternative investments, and retirement and insurance consulting.

　　Regulated by the Financial Industry Regulatory Authority (FINRA) under license number CRD#: 3001/SEC#: 8-14394, ATIS adheres to stringent regulatory standards, ensuring credibility and reliability in delivering secure trading and investment solutions to its clients.

　　With a robust network of partnerships and expertise spanning decades, ATIS continues to provide trusted financial services tailored to meet diverse client needs.

Frequently Asked Questions (FAQs)

• 　　Is ATIS regulated by any financial authority？

• 　　Yes, ATIS is regulated by the United States The Financial Industry Regulatory Authority (FINRA) under license number CRD#: 3001/SEC#: 8-14394.

• 　　What types of products and services does ATIS provide？

• 　　ATIS provides a range of investment options including individual stocks, bonds, alternative investment products, and retirement plan solutions, etc.

• 　　Is ATIS suitable for beginners？

• 　　Yes, the company is well regulated by FINRA and offers a wide range of financial services.

• 　　Is ATIS affiliated with any custody and clearing firms？

• 　　Yes, ATIS affiliates with RBC Custody & Clearing, LLC, National Financial Services, LLC (NFS), Equity Trust, Charles Schwab, and Goldman Sachs Custody Solutions for custodial services.

Risk Warning

　　Online trading involves significant risk, and you may lose all of your invested capital. It is not suitable for all traders or investors. Please ensure that you understand the risks involved and note that the information provided in this review may be subject to change due to the constant updating of the company's services and policies.