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.

Logo



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. 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



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.