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. The firm is listed as individually owned and carries an "unclassified" designation in the dataset. Several categorical flags in the record are negative: it is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not marked as a related adviser. The dataset does not include descriptions of the firm's advisory activities, client types, fee schedule, or capital-allocation role. That absence of operational detail in FINTRX makes it difficult to characterize the firm's business model or service offering with confidence.

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
  • 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