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Building 2PFF BANK & TRUST, FSB

Map pinCLAREMONT, CA
Phone909-625-2105
NotebookSEC #801-60031
Total AUM
$309.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
393 W. FOOTHILL BOULEVARD
2ND FLOOR
CLAREMONT
CA 91711
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
909-625-2105

ReceiptFinancials

Total AUM
$309.4M
Accounts
556
Discretionary
$241.9M
Accounts
373
Non-Discretionary
$67.5M
Accounts
183

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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