Peoples Federal Savings Bank Of Dekalb County (Auburn)

Name: Peoples Federal Savings Bank Of Dekalb County
Address: 212 W. 7 Th Street, Auburn, IN, 46706
Telephone: 260-925-2500

Peoples Federal Savings Bank Of Dekalb County is a large advisory firm based in Auburn. It manages $72.29 million of regulatory assets for 697 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Indiana.

Peoples Federal Savings Bank Of Dekalb County provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Peoples Federal Savings Bank Of Dekalb County: assets under management

The assets under management (AUM) of Peoples Federal Savings Bank Of Dekalb County is $72.29 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.3 million in discretionary accounts and $28.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $57.64 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Peoples Federal Savings Bank Of Dekalb County for their services and products based on a percentage of assets under management. 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 Peoples Federal Savings Bank Of Dekalb County

G. Richard Gatton has been acting as President since 1 Feb 2000. Rita M Richardson joined the executive team most recently as the V. President/Savings.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger J. Wertenberger	Chairman of board	1 Jan 1979	Other	4748151
Douglas D Marsh	Director	1 Jan 1982	Other	4748168
Herma F. Fields	V. president	1 Jan 1984	Other	4748161
John C. Thrapp	Director	1 Aug 1990	Other	4748172
Peoples Bancorp	Shareholder	1 Aug 1990	75% - 100%	35-1811284
Maurice F. Winkler Iii	President & ceo	1 Oct 1996	Other	4748152
Donald E. Budd	V. president/trust officer	1 Jun 1997	Other	4748157
Jeffrey L. Grate	V. president	1 Jun 1997	Other	4748159
Bruce S. Holwerda	Director	1 Jan 1998	Other	4748165
Deborah K. Stanger	Chief financial officer	1 Jan 1999	Other	4748156
G. Richard Gatton	Director	1 Feb 2000	Other	4748163
Stephen R. Olson	Director	1 Feb 2000	Other	4748170
Cheryl L. Taylor	Corporate secretary	1 Aug 2000	Other	4748154
Erica Dee Dekko	Board member	1 Feb 2001	Other	2996646
Jerry Gump	Compliance officer	1 Apr 2001	Other	5042310
Rita M Richardson	V. president/savings	1 Jan 2005	Other	4939548

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Peoples Bancorp (Holding Company)	Shareholder	1 Aug 1990	75% - 100%	35-1811284

Based in Auburn

The principal office where Peoples Federal Savings Bank Of Dekalb County performs its advisory services is located at 212 W. 7 Th Street, Auburn, IN 46706, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-925-2500 or by fax 260-925-8303. The normal business hours are m & t-9-4; th-9-4:30; f-9-5; w & s-9-12 on Other. You can find more information about the New York firm at www.peoplesfed.com.