FIRST AMERICAN TRUST FSB
Legal name: FIRST AMERICAN TRUST
CRD #108923 SEC #801-56666 SANTA ANA, CA (714) 647-2777
SEC Registered
Total AUM
$2.1B
Discretionary
$1.7B
Employees
51
Clients
0
Accounts
1,417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2009 | $2.2B | $2B | $255.8M | 51 | -- |
| Mar 2009 | $2.2B | $2B | $255.8M | 51 | -- |
| Mar 2008 | $2.2B | $1.8B | $337.9M | 51 | -- |
| Mar 2007 | $1.9B | $1.6B | $337.8M | 51 | -- |
| Dec 2005 | $2.1B | $1.7B | $449.9M | 51 | -- |
| Sep 2005 | $2.1B | $1.7B | $449.9M | 51 | -- |
| Apr 2004 | $1.7B | $1.2B | $484.9M | 51 | -- |
| Apr 2004 | $1.7B | $1.2B | $484.9M | 51 | -- |
| Apr 2002 | $2B | $1.1B | $871.7M | 51 | -- |
| Mar 2002 | $2B | $1.1B | $871.7M | 51 | -- |
DateOct 2009
Total AUM$2.2B
Discretionary$2B
Non-Disc.$255.8M
Employees51
Clients--
DateMar 2009
Total AUM$2.2B
Discretionary$2B
Non-Disc.$255.8M
Employees51
Clients--
DateMar 2008
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$337.9M
Employees51
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$337.8M
Employees51
Clients--
DateDec 2005
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$449.9M
Employees51
Clients--
DateSep 2005
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$449.9M
Employees51
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$484.9M
Employees51
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$484.9M
Employees51
Clients--
DateApr 2002
Total AUM$2B
Discretionary$1.1B
Non-Disc.$871.7M
Employees51
Clients--
DateMar 2002
Total AUM$2B
Discretionary$1.1B
Non-Disc.$871.7M
Employees51
Clients--