Home > NewAlliance Bank > Fiduciary and Related Services
NewAlliance Bank, Fiduciary and Related Services
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,160,000 | 175 |
| Number of Managed Accounts | $1,152,000 | 129 |
| Number of Non-Managed Accounts | $8,000 | 367 |
| Total fiduciary and related assets | $992,027,000 | 155 |
| Managed Assets ($) | $987,299,000 | 123 |
| Non-managed Assets ($) | $4,728,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,524,000 | 131 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,220,000 | 178 |
| Number of Managed Accounts | $1,208,000 | 130 |
| Number of Non-Managed Accounts | $12,000 | 860 |
| Total fiduciary and related assets | $976,934,000 | 158 |
| Managed Assets ($) | $968,513,000 | 124 |
| Non-managed Assets ($) | $8,421,000 | 656 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,311,000 | 125 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,241,000 | 166 |
| Number of Managed Accounts | $1,229,000 | 125 |
| Number of Non-Managed Accounts | $12,000 | 348 |
| Total fiduciary and related assets | $982,105,000 | 152 |
| Managed Assets ($) | $973,617,000 | 119 |
| Non-managed Assets ($) | $8,488,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,764,000 | 124 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,303,000 | 156 |
| Number of Managed Accounts | $1,291,000 | 120 |
| Number of Non-Managed Accounts | $12,000 | 347 |
| Total fiduciary and related assets | $942,588,000 | 152 |
| Managed Assets ($) | $934,752,000 | 116 |
| Non-managed Assets ($) | $7,836,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,174,000 | 126 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,288,000 | 160 |
| Number of Managed Accounts | $1,274,000 | 120 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $1,021,523,000 | 150 |
| Managed Assets ($) | $1,013,336,000 | 112 |
| Non-managed Assets ($) | $8,187,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,601,000 | 125 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,296,000 | 171 |
| Number of Managed Accounts | $1,279,000 | 125 |
| Number of Non-Managed Accounts | $17,000 | 799 |
| Total fiduciary and related assets | $948,264,000 | 156 |
| Managed Assets ($) | $938,529,000 | 120 |
| Non-managed Assets ($) | $9,735,000 | 627 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,790,000 | 131 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,286,000 | 159 |
| Number of Managed Accounts | $1,267,000 | 120 |
| Number of Non-Managed Accounts | $19,000 | 318 |
| Total fiduciary and related assets | $890,768,000 | 164 |
| Managed Assets ($) | $876,669,000 | 122 |
| Non-managed Assets ($) | $14,099,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,219,000 | 132 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,275,000 | 163 |
| Number of Managed Accounts | $1,257,000 | 126 |
| Number of Non-Managed Accounts | $18,000 | 327 |
| Total fiduciary and related assets | $794,306,000 | 171 |
| Managed Assets ($) | $779,641,000 | 127 |
| Non-managed Assets ($) | $14,665,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,651,000 | 141 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,288,000 | 161 |
| Number of Managed Accounts | $1,269,000 | 124 |
| Number of Non-Managed Accounts | $19,000 | 322 |
| Total fiduciary and related assets | $711,315,000 | 173 |
| Managed Assets ($) | $694,409,000 | 137 |
| Non-managed Assets ($) | $16,906,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 140 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,276,000 | 177 |
| Number of Managed Accounts | $1,258,000 | 129 |
| Number of Non-Managed Accounts | $18,000 | 787 |
| Total fiduciary and related assets | $767,139,000 | 178 |
| Managed Assets ($) | $748,570,000 | 137 |
| Non-managed Assets ($) | $18,569,000 | 489 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,351,000 | 131 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,310,000 | 157 |
| Number of Managed Accounts | $1,291,000 | 120 |
| Number of Non-Managed Accounts | $19,000 | 345 |
| Total fiduciary and related assets | $889,303,000 | 178 |
| Managed Assets ($) | $868,398,000 | 129 |
| Non-managed Assets ($) | $20,905,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,982,000 | 130 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,347,000 | 155 |
| Number of Managed Accounts | $1,327,000 | 120 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $993,554,000 | 174 |
| Managed Assets ($) | $927,884,000 | 133 |
| Non-managed Assets ($) | $65,670,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,347,000 | 134 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,383,000 | 156 |
| Number of Managed Accounts | $1,361,000 | 120 |
| Number of Non-Managed Accounts | $22,000 | 337 |
| Total fiduciary and related assets | $985,893,000 | 180 |
| Managed Assets ($) | $923,630,000 | 139 |
| Non-managed Assets ($) | $62,263,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 132 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,358,000 | 171 |
| Number of Managed Accounts | $1,337,000 | 123 |
| Number of Non-Managed Accounts | $21,000 | 760 |
| Total fiduciary and related assets | $1,128,552,000 | 169 |
| Managed Assets ($) | $1,061,815,000 | 123 |
| Non-managed Assets ($) | $66,737,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,783,000 | 131 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 157 |
| Number of Managed Accounts | $1,347,000 | 119 |
| Number of Non-Managed Accounts | $22,000 | 326 |
| Total fiduciary and related assets | $1,149,529,000 | 164 |
| Managed Assets ($) | $1,091,938,000 | 125 |
| Non-managed Assets ($) | $57,591,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,067,000 | 130 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,375,000 | 159 |
| Number of Managed Accounts | $1,346,000 | 120 |
| Number of Non-Managed Accounts | $29,000 | 322 |
| Total fiduciary and related assets | $1,132,085,000 | 172 |
| Managed Assets ($) | $1,079,186,000 | 129 |
| Non-managed Assets ($) | $52,899,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,342,000 | 137 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,391,000 | 155 |
| Number of Managed Accounts | $1,360,000 | 118 |
| Number of Non-Managed Accounts | $31,000 | 319 |
| Total fiduciary and related assets | $1,074,316,000 | 174 |
| Managed Assets ($) | $1,021,562,000 | 131 |
| Non-managed Assets ($) | $52,754,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 134 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,231,000 | 186 |
| Number of Managed Accounts | $1,219,000 | 132 |
| Number of Non-Managed Accounts | $12,000 | 901 |
| Total fiduciary and related assets | $1,017,516,000 | 180 |
| Managed Assets ($) | $972,983,000 | 132 |
| Non-managed Assets ($) | $44,533,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,433,000 | 129 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,209,000 | 177 |
| Number of Managed Accounts | $1,197,000 | 135 |
| Number of Non-Managed Accounts | $12,000 | 358 |
| Total fiduciary and related assets | $997,193,000 | 184 |
| Managed Assets ($) | $958,156,000 | 139 |
| Non-managed Assets ($) | $39,037,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,929,000 | 133 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 175 |
| Number of Managed Accounts | $1,234,000 | 136 |
| Number of Non-Managed Accounts | $11,000 | 368 |
| Total fiduciary and related assets | $971,729,000 | 191 |
| Managed Assets ($) | $932,734,000 | 140 |
| Non-managed Assets ($) | $38,995,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,312,000 | 140 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,255,000 | 174 |
| Number of Managed Accounts | $1,242,000 | 135 |
| Number of Non-Managed Accounts | $13,000 | 369 |
| Total fiduciary and related assets | $1,047,844,000 | 183 |
| Managed Assets ($) | $1,006,496,000 | 129 |
| Non-managed Assets ($) | $41,348,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 137 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,344,000 | 173 |
| Number of Managed Accounts | $1,331,000 | 126 |
| Number of Non-Managed Accounts | $13,000 | 933 |
| Total fiduciary and related assets | $1,050,567,000 | 179 |
| Managed Assets ($) | $1,001,833,000 | 127 |
| Non-managed Assets ($) | $48,734,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,127,000 | 158 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,354,000 | 158 |
| Number of Managed Accounts | $1,340,000 | 120 |
| Number of Non-Managed Accounts | $14,000 | 361 |
| Total fiduciary and related assets | $1,088,854,000 | 172 |
| Managed Assets ($) | $1,041,192,000 | 118 |
| Non-managed Assets ($) | $47,662,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,408,000 | 167 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $444,000 | 330 |
| Number of Managed Accounts | $432,000 | 282 |
| Number of Non-Managed Accounts | $12,000 | 385 |
| Total fiduciary and related assets | $399,711,000 | 284 |
| Managed Assets ($) | $390,274,000 | 223 |
| Non-managed Assets ($) | $9,437,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 221 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $451,000 | 331 |
| Number of Managed Accounts | $438,000 | 284 |
| Number of Non-Managed Accounts | $13,000 | 381 |
| Total fiduciary and related assets | $403,935,000 | 283 |
| Managed Assets ($) | $394,543,000 | 224 |
| Non-managed Assets ($) | $9,392,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 244 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $448,000 | 413 |
| Number of Managed Accounts | $435,000 | 316 |
| Number of Non-Managed Accounts | $13,000 | 924 |
| Total fiduciary and related assets | $414,345,000 | 276 |
| Managed Assets ($) | $404,150,000 | 217 |
| Non-managed Assets ($) | $10,195,000 | 636 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,415,000 | 227 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $453,000 | 326 |
| Number of Managed Accounts | $440,000 | 276 |
| Number of Non-Managed Accounts | $13,000 | 374 |
| Total fiduciary and related assets | $393,924,000 | 275 |
| Managed Assets ($) | $384,053,000 | 218 |
| Non-managed Assets ($) | $9,871,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,808,000 | 230 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $464,000 | 329 |
| Number of Managed Accounts | $450,000 | 276 |
| Number of Non-Managed Accounts | $14,000 | 379 |
| Total fiduciary and related assets | $389,653,000 | 276 |
| Managed Assets ($) | $379,802,000 | 221 |
| Non-managed Assets ($) | $9,851,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,230,000 | 230 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $462,000 | 332 |
| Number of Managed Accounts | $447,000 | 279 |
| Number of Non-Managed Accounts | $15,000 | 381 |
| Total fiduciary and related assets | $338,705,000 | 304 |
| Managed Assets ($) | $328,893,000 | 238 |
| Non-managed Assets ($) | $9,812,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 252 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $469,000 | 423 |
| Number of Managed Accounts | $453,000 | 319 |
| Number of Non-Managed Accounts | $16,000 | 900 |
| Total fiduciary and related assets | $342,765,000 | 312 |
| Managed Assets ($) | $331,224,000 | 244 |
| Non-managed Assets ($) | $11,541,000 | 626 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,964,000 | 263 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $450,000 | 347 |
| Number of Managed Accounts | $434,000 | 291 |
| Number of Non-Managed Accounts | $16,000 | 385 |
| Total fiduciary and related assets | $334,401,000 | 311 |
| Managed Assets ($) | $322,619,000 | 247 |
| Non-managed Assets ($) | $11,782,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,455,000 | 275 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $459,000 | 348 |
| Number of Managed Accounts | $441,000 | 290 |
| Number of Non-Managed Accounts | $18,000 | 387 |
| Total fiduciary and related assets | $324,653,000 | 319 |
| Managed Assets ($) | $312,795,000 | 251 |
| Non-managed Assets ($) | $11,858,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 275 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $453,000 | 357 |
| Number of Managed Accounts | $430,000 | 299 |
| Number of Non-Managed Accounts | $23,000 | 378 |
| Total fiduciary and related assets | $294,810,000 | 334 |
| Managed Assets ($) | $281,137,000 | 263 |
| Non-managed Assets ($) | $13,673,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 301 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $456,000 | 436 |
| Number of Managed Accounts | $392,000 | 365 |
| Number of Non-Managed Accounts | $64,000 | 550 |
| Total fiduciary and related assets | $341,599,000 | 317 |
| Managed Assets ($) | $304,140,000 | 257 |
| Non-managed Assets ($) | $37,459,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 291 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $392,000 | 459 |
| Number of Managed Accounts | $358,000 | 362 |
| Number of Non-Managed Accounts | $34,000 | 699 |
| Total fiduciary and related assets | $367,052,000 | 290 |
| Managed Assets ($) | $339,538,000 | 239 |
| Non-managed Assets ($) | $27,514,000 | 443 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 284 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,917,000 | 291 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 374 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,258,000 | 407 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,286,000 | 407 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,000 | 495 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000 | 553 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $681,000 | 635 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $424,000 | 823 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $419,000 | 827 |