First American Trust - CLOSED

★★★★★
  • 11440 W. Bernardo Court, Suite 340

    San Diego, CA 92127

    Map & Directions
  • 858-485-7111

About First American Trust

Hours
8am - 5pm Mon - Fri

Finance

Finance
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Here is the contact info for the main San Diego branch.\r
(858) 410-3900\r
4380 La Jolla Village Drive, Suite 200\r
San Diego, CA 92122

3
★★★★★

Here is the contact info for the main San Diego branch.\r
(858) 410-3900\r
4380 La Jolla Village Drive, Suite 200\r
San Diego, CA 92122

Message from First American Trust

- We utilize a ??team approach? in servicing our client relationships, leveraging input from advisors and technical specialists

- Our portfolio managers and real estate managers are credentialed professionals who are an integral part of the client service team

- Our portfolio managers average 16 years of investment experience

- Our experienced trust relationship officers average 20 years in the industry

- Our ratio of trust relationship officers to client relationships assures we deliver a ??personal touch? (typically 75 relationships per relationship officer)

More about First American Trust

Investment Management, Personal Trust, Fiduciary Real Estate, Fiduciary Business Services, Estate Administration, Retirement Plans, Financial Planning, Philanthropic Advisory Services

 

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