Pff Bank & Trust, Fsb (Claremont)
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.
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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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
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.
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