American Funds & Trusts Incorporated

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
South Salt Lake, Utah
CRD number
1066
Registered since
November 5, 1978

Firm profile

FINTRX

Overview

American Funds & Trusts Incorporated is organized as a corporation and is owned by an individual. The firm's profile in the dataset is classified as "unclassified," and its reported activities and affiliations are not detailed. The record indicates the firm does not operate as a capital allocator and does not identify as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The absence of listed business or advisory activities in the source suggests limited public disclosure about the firm’s service model, client focus, or investment approach.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Bradley Marchant

    Registered RepresentativeCRD 319432

  • Richard Taggart

    PresidentCRD 441921

  • James Peterson

    Registered RepresentativeCRD 1848936

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth