First American Trust Fsb (Santa Ana)

First American Trust Fsb is a large advisory firm based in Santa Ana. It manages $1.62 billion of regulatory assets for 1,571 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

First American Trust Fsb provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

First American Trust Fsb: assets under management

The assets under management (AUM) of First American Trust Fsb is $1.62 billion. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.32 billion in discretionary accounts and $299.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $972.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First American Trust Fsb for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at First American Trust Fsb

Mark Arthur Hoppe has been acting as President since 1 Jan 2004. Rodney Michael Ondatje joined the executive team most recently as the Senior Vice President, Chief Compliance Officer.

Direct owners and executive officers

Based in Santa Ana

The principal office where First American Trust Fsb performs its advisory services is located at 5 First American Way, Santa Ana, CA 92707, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (714) 250-8112 or by fax (714) 481-8612. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.firstamtrust.com.

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