AMERICAN FUNDS & TRUSTS INCORPORATED

Broker-DealerFINRA MemberEst. 1978
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 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

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
  • CONOR TAGGART

    Registered RepresentativeCRD 6935167

  • JAMES PETERSON

    Registered RepresentativeCRD 1848936

  • LINCOLN TAGGART

    Registered RepresentativeCRD 4972832

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth