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 a privately held corporation that has been SEC-registered since 1978. The firm's ownership is listed as individual ownership and its FINTRX classification is unclassified. Publicly available records indicate the entity is not designated as a capital allocator and is not identified as an active ESG investor. The firm's FINTRX entry is sparsely populated: there are no disclosed details about client makeup, fee schedules, advisory or business activities, investment strategy, or performance. The record also flags that it is not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. FINTRX lists a single office for the firm but does not provide address or contact detail.
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 9CONOR TAGGART
Registered RepresentativeCRD 6935167
JAMES PETERSON
Registered RepresentativeCRD 1848936
LINCOLN TAGGART
Registered RepresentativeCRD 4972832
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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