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 corporation and has been SEC-registered since 1978. FINTRX classifies ownership as individual and lists the firm as "Unclassified" for its business classification. The firm is not identified as an active ESG investor, is not a multi-state adviser, and FINTRX does not list it as a capital allocator, pension consultant, or related adviser. The dataset does not include descriptions of the firm's advisory activities, client segments, fee schedule, or investment preferences. Those details were not provided in the FINTRX entry used for this profile.
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 9Keith 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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