Peoples Bank (Rock Valley)

Peoples Bank is a large advisory firm based in Rock Valley. It manages $59.05 million of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2001.

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

Peoples Bank: assets under management

The assets under management (AUM) of Peoples Bank is $59.05 million. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.11 million in discretionary accounts and $29.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $104.7 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peoples Bank for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Peoples Bank

John Henry Van Zanten has been acting as President since 1 Feb 1999. Allison I Vermeer joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peoples Bancorporation Nw Iowa	Holding company	1 Feb 1999	75% - 100%	42-1309802
John Henry Van Zanten	Director	1 Feb 1999	Other	4392270
Wayne Robert Wilke	Director	1 Feb 1999	Other	4392284
Earl Dean De Bey	Director	1 Feb 1999	Other	4392286
John A Franken	Director	1 Feb 1999	Other	4392291
Dwayne L Bauder	Cashier/coo	1 Feb 1999	Other	4392299
Allen Blauwet	Director	1 Feb 1999	Other	4392309
Van Tol D Joe	Chief executive officer	1 Feb 1999	Other	4392258
Joe D Van Tol	Chief executive officer	1 Feb 1999	Other	4392258
Michael Duane Mcalpine	Senior vice president	1 Apr 1999	Other	2229911
Allison I Vermeer	President	1 Jan 2000	Other	4392292

Based in Rock Valley

The principal office where Peoples Bank performs its advisory services is located at 1230 Valley Drive, Rock Valley, IA 51247 0158 The mailing address of the firm is 806 North Main, Sioux Center, IA 51250. It doesn’t run an office outside of the United States.