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Building 2FIRST AMERICAN TRUST

Map pinSANTA ANA, CA
Phone(714) 250-8112
NotebookSEC #801-56666
Total AUM
$1.6B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 FIRST AMERICAN WAY
SANTA ANA
CA 92707
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(714) 250-8112

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,571
Discretionary
$1.3B
Accounts
1,358
Non-Discretionary
$299.4M
Accounts
213

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REAL ESTATE AND PROFESSIONAL SERVICES FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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