American Funds & Trusts Incorporated
Firm details
- Headquarters
- South Salt Lake, Utah
- CRD number
- 1066
- Registered since
- November 5, 1978
Firm profile
FINTRXOverview
American Funds & Trusts Incorporated is organized as a privately held corporation that has been SEC-registered since 1978. FINTRX classifies the firm as "Unclassified" and records the owner type as an individual. The dataset indicates the firm does not operate as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. It is also not listed as a pension consultant, newly formed adviser, or related adviser. The source file contains minimal detail about the firm's advisory activities, client types, fee schedules, or manager allocation preferences. Because those items are not disclosed in the provided data, there is no available description of investment strategy, target client segments, or business lines beyond the registration and structural attributes above.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10Keith Larsen
Registered RepresentativeCRD 302789
Bradley Marchant
Registered RepresentativeCRD 319432
Richard Taggart
PresidentCRD 441921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Salt Lake, UT
Salt Lake
Location
South Salt Lake, UT
Headquartered in South Salt Lake, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 3030 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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