American Funds & Trusts Incorporated

Broker-DealerFINRA MemberEst. 1978
Total AUM
—
Advisory reps
10
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 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

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 10
  • Keith Larsen

    Registered RepresentativeCRD 302789

  • Bradley Marchant

    Registered RepresentativeCRD 319432

  • Richard Taggart

    PresidentCRD 441921

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth