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FIRM PROFILE
Overview
AMERICAN FUNDS & TRUSTS INCORPORATED is located at 3030 South Main Street Suite 100, Salt Lake City, UT 84115-3554 and was first established at Denver, Utah in 11/03/1958. After operating for 68 years, AMERICAN FUNDS & TRUSTS INCORPORATED has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AMERICAN FUNDS & TRUSTS INCORPORATED’s clients are individuals and 0% of their clients are high net worth individuals. AMERICAN FUNDS & TRUSTS INCORPORATED has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AMERICAN FUNDS & TRUSTS INCORPORATED are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AMERICAN FUNDS & TRUSTS INCORPORATED‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AMERICAN FUNDS & TRUSTS INCORPORATED. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AMERICAN FUNDS & TRUSTS INCORPORATED Comes From
Understanding the Statistics for AMERICAN FUNDS & TRUSTS INCORPORATED and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3030 South Main Street Suite 100, Salt Lake City, UT 84115-3554
3030 South Main Street Suite 100, Salt Lake City, UT 84115-3554
Small
(801) 466-8701
Utah since 11/03/1958
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at AMERICAN FUNDS & TRUSTS INCORPORATED
James Wilson Peterson
Lincoln Wilford Taggart
Conor Richard Taggart
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