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 organized as a corporation and has been SEC-registered since 1978. FINTRX classifies ownership as individual and lists the firm as "Unclassified" for its business classification. The firm is not identified as an active ESG investor, is not a multi-state adviser, and FINTRX does not list it as a capital allocator, pension consultant, or related adviser. The dataset does not include descriptions of the firm's advisory activities, client segments, fee schedule, or investment preferences. Those details were not provided in the FINTRX entry used for this profile.

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
  • Keith Larsen

    Registered RepresentativeCRD 302789

  • Bradley Marchant

    Registered RepresentativeCRD 319432

  • Richard Taggart

    PresidentCRD 441921

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