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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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