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 is SEC-registered, with registration dating to 1978. The firm is listed as individually owned and is classified as "Unclassified" in the source data. Available records indicate it is not positioned as a capital allocator, is not identified as an active ESG investor, and is not a multi-state adviser. The firm is also not flagged as a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided public detail on its client base, fee structure, business activities, or advisory services.
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 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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