Pff Bank & Trust, Fsb (Claremont)

Name: Pff Bank & Trust, Fsb
Address: 393 W. Foothill Boulevard, Claremont, CA, 91711
Telephone: 909-625-2105

Pff Bank & Trust, Fsb is a large advisory firm based in Claremont. It manages $309.43 million of regulatory assets for 556 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Pff Bank & Trust, Fsb provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pff Bank & Trust, Fsb: assets under management

The assets under management (AUM) of Pff Bank & Trust, Fsb is $309.43 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $241.89 million in discretionary accounts and $67.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $648.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $369.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pff Bank & 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 Pff Bank & Trust, Fsb

Robert William Burwell has been acting as President since 1 Feb 1984. Albert Scudder has served as the Chief Investment Officer since 1 Sep 1996. Bob Golish joined the executive team most recently as the Executive Vice President General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William T Dingle	Director	1 Feb 1974	Other	4347691
Jil H Stark	Director	1 Mar 1975	Other	4347696
Kevin Mccarty	Coo	1 Jan 1978	Other	4347699
Kevin Mccarthy	Coo	1 Jan 1978	Other	4347699
Donald R Descombes	Director	1 Jun 1978	Other	4347697
Robert William Burwell	Director	1 Feb 1984	Other	4347690
Robert D Nichols	Director	1 Aug 1986	Other	4347693
Gilbert Fredrick Smith	General counsel	1 Dec 1986	Other	4347701
Curtis W Morris	Director	1 Jan 1987	Other	4347694
Gregory C Talbott	Cfo	1 May 1987	Other	4347700
Larry Michael Rinehart	Director, president, ceo	1 Oct 1992	Other	4347698
David Forrest Doten	Executive trust officer	1 Feb 1996	Other	2432249
Inc. Pff Bancorp	Shareholder	1 Mar 1996	75% - 100%	94-4561623
Albert Scudder	Chief investment officer	1 Sep 1996	Other	1014103
Donald G Maddox	Chief compliance officer	1 May 1999	Other	4347704
Thomas Joseph Steffanci	Chief investment officer	1 Jun 2001	Other	855387
Stephen C Morgan	Director	1 Jun 2001	Other	4709258
Jerald W Groene	Chief lending officer	1 May 2002	Other	4551284
Royce A Stutzman	Director	1 Nov 2002	Other	4709255
Joseph Edward Hawkes	Executive trust officer	1 Apr 2004	Other	4802186
Richard Peter Crean	Director	1 May 2005	Other	56840
Bob Golish	Executive vice president general counsel	1 Jun 2006	Other	5172409

Based in Claremont

The principal office where Pff Bank & Trust, Fsb performs its advisory services is located at 393 W. Foothill Boulevard, Claremont, CA 91711, which is also the mailing address of the firm. An additional office of the firm is in Hemet, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 909-625-2105 or by fax 909-399-9155. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pffbank.com.