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Wealth Management Services

General Info

First American Trust® has provided comprehensive wealth management solutions for more than four decades. Throughout years of economic cycles, we have administered billions of dollars in assets through services that include: Investment Management Personal Trust Fiduciary Real Estate Fiduciary Business Services Estate Administration Retirement Plans Financial Planning Philanthropic Advisory Services Contact us for a complimentary consultation.

HoursCLOSED NOW
Regular Hours:
Mon - Sun

Contact Info

Phone:

Main - 714-647-2777

- 888-504-7248

- 877-908-7878

Address:
5 First American Way Santa Ana, CA 92707

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Categories
Financial Services, Investment Advisory Service, Investment Management, Trust Companies
Neighborhoods
Central City, Downtown Historic District
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.