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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Bradley Marchant
Registered RepresentativeCRD 319432
Richard Taggart
PresidentCRD 441921
James Peterson
Registered RepresentativeCRD 1848936
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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