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 a corporation that has been SEC-registered since 1978 and is privately owned by an individual. FINTRX classifies the firm as unclassified and lists it as a single-state adviser; it is not identified as a capital allocator, pension consultant, related adviser, or a multi-state or newly formed adviser. The snapshot indicates the firm does not self-identify as an active ESG investor. The firm did not provide descriptions of its advisory activities, fee structure, client base, or manager allocation preferences in the data provided.
Assets & Accounts
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 9Conor Taggart
Registered RepresentativeCRD 6935167
James Peterson
Registered RepresentativeCRD 1848936
Lincoln Taggart
Registered RepresentativeCRD 4972832
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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