Home > Savings Institute Bank and Trust Company > Fiduciary and Related Services
Savings Institute Bank and Trust Company, Fiduciary and Related Services
2019-03-31 | Rank | |
Fiduciary powers granted | $0 | 1,675 |
Fiduciary power exercised | $0 | 1,248 |
Fiduciary or related activity | $0 | 1,187 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 402 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $0 | 402 |
Managed Assets ($) | $0 | 393 |
Non-managed Assets ($) | $0 | 384 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 972 |
2018-12-31 | Rank | |
Fiduciary powers granted | $0 | 1,686 |
Fiduciary power exercised | $0 | 1,261 |
Fiduciary or related activity | $0 | 1,197 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,176 |
Number of Managed Accounts | $0 | 1,111 |
Number of Non-Managed Accounts | $0 | 932 |
Total fiduciary and related assets | $0 | 1,172 |
Managed Assets ($) | $0 | 1,111 |
Non-managed Assets ($) | $0 | 927 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,098 |
2018-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,697 |
Fiduciary power exercised | $0 | 1,272 |
Fiduciary or related activity | $0 | 1,206 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 405 |
Number of Managed Accounts | $0 | 396 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 396 |
Non-managed Assets ($) | $0 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,048 |
2018-06-30 | Rank | |
Fiduciary powers granted | $0 | 1,715 |
Fiduciary power exercised | $0 | 1,278 |
Fiduciary or related activity | $0 | 1,212 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 407 |
Number of Managed Accounts | $0 | 398 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 407 |
Managed Assets ($) | $0 | 398 |
Non-managed Assets ($) | $0 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,037 |
2018-03-31 | Rank | |
Fiduciary powers granted | $0 | 1,725 |
Fiduciary power exercised | $0 | 1,283 |
Fiduciary or related activity | $0 | 1,216 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
Number of Managed Accounts | $0 | 399 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 410 |
Managed Assets ($) | $0 | 398 |
Non-managed Assets ($) | $0 | 394 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,003 |
2017-12-31 | Rank | |
Fiduciary powers granted | $0 | 1,747 |
Fiduciary power exercised | $0 | 1,294 |
Fiduciary or related activity | $0 | 1,226 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,212 |
Number of Managed Accounts | $0 | 1,139 |
Number of Non-Managed Accounts | $0 | 965 |
Total fiduciary and related assets | $0 | 1,208 |
Managed Assets ($) | $0 | 1,139 |
Non-managed Assets ($) | $0 | 958 |
Memoranda | ||
Gross Fiduciary activities income | $431,000 | 616 |
2017-09-30 | 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 | $0 | 401 |
Number of Managed Accounts | $0 | 391 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $0 | 401 |
Managed Assets ($) | $0 | 391 |
Non-managed Assets ($) | $0 | 384 |
Memoranda | ||
Gross Fiduciary activities income | $431,000 | 568 |
2017-06-30 | 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 | $0 | 403 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $0 | 403 |
Managed Assets ($) | $0 | 393 |
Non-managed Assets ($) | $0 | 386 |
Memoranda | ||
Gross Fiduciary activities income | $431,000 | 485 |
2017-03-31 | 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 | $0 | 406 |
Number of Managed Accounts | $0 | 396 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $0 | 406 |
Managed Assets ($) | $0 | 396 |
Non-managed Assets ($) | $0 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $272,000 | 454 |
2016-12-31 | 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 | $301,000 | 453 |
Number of Managed Accounts | $280,000 | 395 |
Number of Non-Managed Accounts | $21,000 | 605 |
Total fiduciary and related assets | $117,009,000 | 532 |
Managed Assets ($) | $101,887,000 | 502 |
Non-managed Assets ($) | $15,122,000 | 502 |
Memoranda | ||
Gross Fiduciary activities income | $1,049,000 | 446 |
2016-09-30 | 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 | $0 | 414 |
Number of Managed Accounts | $0 | 402 |
Number of Non-Managed Accounts | $0 | 399 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 397 |
Memoranda | ||
Gross Fiduciary activities income | $795,000 | 446 |
2016-06-30 | 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 | $0 | 419 |
Number of Managed Accounts | $0 | 406 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 406 |
Non-managed Assets ($) | $0 | 403 |
Memoranda | ||
Gross Fiduciary activities income | $539,000 | 449 |
2016-03-31 | 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 | $0 | 418 |
Number of Managed Accounts | $0 | 406 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 407 |
Non-managed Assets ($) | $0 | 403 |
Memoranda | ||
Gross Fiduciary activities income | $269,000 | 446 |
2015-12-31 | 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 | $310,000 | 455 |
Number of Managed Accounts | $298,000 | 388 |
Number of Non-Managed Accounts | $12,000 | 732 |
Total fiduciary and related assets | $118,805,000 | 529 |
Managed Assets ($) | $104,799,000 | 491 |
Non-managed Assets ($) | $14,006,000 | 523 |
Memoranda | ||
Gross Fiduciary activities income | $1,051,000 | 452 |
2015-09-30 | 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 | $0 | 414 |
Number of Managed Accounts | $0 | 401 |
Number of Non-Managed Accounts | $0 | 398 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 397 |
Memoranda | ||
Gross Fiduciary activities income | $792,000 | 450 |
2015-06-30 | 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 | $0 | 420 |
Number of Managed Accounts | $0 | 405 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 405 |
Non-managed Assets ($) | $0 | 401 |
Memoranda | ||
Gross Fiduciary activities income | $538,000 | 453 |
2015-03-31 | 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 | $0 | 418 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 403 |
Non-managed Assets ($) | $0 | 402 |
Memoranda | ||
Gross Fiduciary activities income | $260,000 | 468 |
2014-12-31 | 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 | $308,000 | 474 |
Number of Managed Accounts | $300,000 | 396 |
Number of Non-Managed Accounts | $8,000 | 841 |
Total fiduciary and related assets | $114,410,000 | 548 |
Managed Assets ($) | $103,805,000 | 507 |
Non-managed Assets ($) | $10,605,000 | 590 |
Memoranda | ||
Gross Fiduciary activities income | $1,057,000 | 454 |
2014-09-30 | 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 | $0 | 417 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 402 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 402 |
Non-managed Assets ($) | $0 | 400 |
Memoranda | ||
Gross Fiduciary activities income | $788,000 | 457 |
2014-06-30 | 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 | $0 | 417 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 404 |
Non-managed Assets ($) | $0 | 402 |
Memoranda | ||
Gross Fiduciary activities income | $540,000 | 453 |
2014-03-31 | 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 | $0 | 424 |
Number of Managed Accounts | $0 | 411 |
Number of Non-Managed Accounts | $0 | 408 |
Total fiduciary and related assets | $0 | 423 |
Managed Assets ($) | $0 | 411 |
Non-managed Assets ($) | $0 | 406 |
Memoranda | ||
Gross Fiduciary activities income | $266,000 | 461 |
2013-12-31 | 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 | $308,000 | 480 |
Number of Managed Accounts | $300,000 | 400 |
Number of Non-Managed Accounts | $8,000 | 849 |
Total fiduciary and related assets | $121,249,000 | 531 |
Managed Assets ($) | $110,765,000 | 482 |
Non-managed Assets ($) | $10,484,000 | 600 |
Memoranda | ||
Gross Fiduciary activities income | $1,012,000 | 458 |
2013-09-30 | 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 | $0 | 406 |
Number of Managed Accounts | $0 | 391 |
Number of Non-Managed Accounts | $0 | 390 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $0 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $735,000 | 462 |
2013-06-30 | 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 | $0 | 410 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $0 | 389 |
Memoranda | ||
Gross Fiduciary activities income | $477,000 | 468 |
2013-03-31 | 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 | $0 | 414 |
Number of Managed Accounts | $0 | 400 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 412 |
Managed Assets ($) | $0 | 399 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | $230,000 | 483 |
2012-12-31 | 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 | $289,000 | 495 |
Number of Managed Accounts | $274,000 | 412 |
Number of Non-Managed Accounts | $15,000 | 758 |
Total fiduciary and related assets | $123,018,000 | 523 |
Managed Assets ($) | $100,963,000 | 482 |
Non-managed Assets ($) | $22,055,000 | 468 |
Memoranda | ||
Gross Fiduciary activities income | $1,814,000 | 326 |
2012-09-30 | 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 | $0 | 391 |
Number of Managed Accounts | $0 | 377 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $0 | 390 |
Managed Assets ($) | $0 | 378 |
Non-managed Assets ($) | $0 | 370 |
Memoranda | ||
Gross Fiduciary activities income | $1,579,000 | 298 |
2012-06-30 | 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 | $0 | 393 |
Number of Managed Accounts | $0 | 379 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $0 | 393 |
Managed Assets ($) | $0 | 380 |
Non-managed Assets ($) | $0 | 372 |
Memoranda | ||
Gross Fiduciary activities income | $1,327,000 | 260 |
2012-03-31 | 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 | $0 | 395 |
Number of Managed Accounts | $0 | 379 |
Number of Non-Managed Accounts | $0 | 372 |
Total fiduciary and related assets | $0 | 394 |
Managed Assets ($) | $0 | 379 |
Non-managed Assets ($) | $0 | 371 |
Memoranda | ||
Gross Fiduciary activities income | $1,030,000 | 195 |
2011-12-31 | 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 | $281,000 | 507 |
Number of Managed Accounts | $259,000 | 414 |
Number of Non-Managed Accounts | $22,000 | 692 |
Total fiduciary and related assets | $135,342,000 | 485 |
Managed Assets ($) | $104,739,000 | 460 |
Non-managed Assets ($) | $30,603,000 | 405 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2011-09-30 | 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 | $276,000 | 350 |
Number of Managed Accounts | $255,000 | 316 |
Number of Non-Managed Accounts | $21,000 | 324 |
Total fiduciary and related assets | $124,084,000 | 365 |
Managed Assets ($) | $97,671,000 | 340 |
Non-managed Assets ($) | $26,413,000 | 302 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2011-06-30 | 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 | $269,000 | 355 |
Number of Managed Accounts | $245,000 | 321 |
Number of Non-Managed Accounts | $24,000 | 318 |
Total fiduciary and related assets | $134,594,000 | 370 |
Managed Assets ($) | $104,903,000 | 345 |
Non-managed Assets ($) | $29,691,000 | 301 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $265,000 | 358 |
Number of Managed Accounts | $240,000 | 328 |
Number of Non-Managed Accounts | $25,000 | 315 |
Total fiduciary and related assets | $131,692,000 | 375 |
Managed Assets ($) | $102,284,000 | 351 |
Non-managed Assets ($) | $29,408,000 | 299 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $274,000 | 527 |
Number of Managed Accounts | $248,000 | 437 |
Number of Non-Managed Accounts | $26,000 | 678 |
Total fiduciary and related assets | $128,338,000 | 510 |
Managed Assets ($) | $98,540,000 | 474 |
Non-managed Assets ($) | $29,798,000 | 421 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $280,000 | 342 |
Number of Managed Accounts | $250,000 | 309 |
Number of Non-Managed Accounts | $30,000 | 296 |
Total fiduciary and related assets | $125,884,000 | 366 |
Managed Assets ($) | $97,470,000 | 336 |
Non-managed Assets ($) | $28,414,000 | 298 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $284,000 | 342 |
Number of Managed Accounts | $251,000 | 310 |
Number of Non-Managed Accounts | $33,000 | 294 |
Total fiduciary and related assets | $122,389,000 | 369 |
Managed Assets ($) | $95,547,000 | 336 |
Non-managed Assets ($) | $26,842,000 | 298 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $312,000 | 344 |
Number of Managed Accounts | $278,000 | 310 |
Number of Non-Managed Accounts | $34,000 | 297 |
Total fiduciary and related assets | $134,281,000 | 370 |
Managed Assets ($) | $106,324,000 | 338 |
Non-managed Assets ($) | $27,957,000 | 296 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $320,000 | 490 |
Number of Managed Accounts | $284,000 | 399 |
Number of Non-Managed Accounts | $36,000 | 604 |
Total fiduciary and related assets | $135,970,000 | 492 |
Managed Assets ($) | $106,118,000 | 455 |
Non-managed Assets ($) | $29,852,000 | 417 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $307,000 | 336 |
Number of Managed Accounts | $302,000 | 295 |
Number of Non-Managed Accounts | $5,000 | 362 |
Total fiduciary and related assets | $132,171,000 | 358 |
Managed Assets ($) | $131,456,000 | 319 |
Non-managed Assets ($) | $715,000 | 372 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $311,000 | 342 |
Number of Managed Accounts | $304,000 | 301 |
Number of Non-Managed Accounts | $7,000 | 365 |
Total fiduciary and related assets | $135,563,000 | 360 |
Managed Assets ($) | $128,190,000 | 324 |
Non-managed Assets ($) | $7,373,000 | 343 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $318,000 | 337 |
Number of Managed Accounts | $308,000 | 297 |
Number of Non-Managed Accounts | $10,000 | 351 |
Total fiduciary and related assets | $130,061,000 | 363 |
Managed Assets ($) | $122,648,000 | 326 |
Non-managed Assets ($) | $7,413,000 | 338 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $320,000 | 500 |
Number of Managed Accounts | $309,000 | 389 |
Number of Non-Managed Accounts | $11,000 | 895 |
Total fiduciary and related assets | $129,926,000 | 496 |
Managed Assets ($) | $128,887,000 | 402 |
Non-managed Assets ($) | $1,039,000 | 976 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $329,000 | 354 |
Number of Managed Accounts | $320,000 | 308 |
Number of Non-Managed Accounts | $9,000 | 376 |
Total fiduciary and related assets | $143,437,000 | 385 |
Managed Assets ($) | $142,608,000 | 345 |
Non-managed Assets ($) | $829,000 | 408 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $320,000 | 366 |
Number of Managed Accounts | $312,000 | 313 |
Number of Non-Managed Accounts | $8,000 | 386 |
Total fiduciary and related assets | $150,248,000 | 391 |
Managed Assets ($) | $149,398,000 | 350 |
Non-managed Assets ($) | $850,000 | 411 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $313,000 | 368 |
Number of Managed Accounts | $304,000 | 321 |
Number of Non-Managed Accounts | $9,000 | 387 |
Total fiduciary and related assets | $148,555,000 | 400 |
Managed Assets ($) | $147,598,000 | 358 |
Non-managed Assets ($) | $957,000 | 416 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $310,000 | 512 |
Number of Managed Accounts | $301,000 | 399 |
Number of Non-Managed Accounts | $9,000 | 950 |
Total fiduciary and related assets | $147,757,000 | 512 |
Managed Assets ($) | $146,921,000 | 424 |
Non-managed Assets ($) | $836,000 | 1,050 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $305,000 | 353 |
Number of Managed Accounts | $291,000 | 312 |
Number of Non-Managed Accounts | $14,000 | 352 |
Total fiduciary and related assets | $146,040,000 | 382 |
Managed Assets ($) | $144,433,000 | 346 |
Non-managed Assets ($) | $1,607,000 | 393 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $301,000 | 359 |
Number of Managed Accounts | $288,000 | 320 |
Number of Non-Managed Accounts | $13,000 | 366 |
Total fiduciary and related assets | $141,112,000 | 390 |
Managed Assets ($) | $139,542,000 | 352 |
Non-managed Assets ($) | $1,570,000 | 400 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $297,000 | 357 |
Number of Managed Accounts | $286,000 | 318 |
Number of Non-Managed Accounts | $11,000 | 375 |
Total fiduciary and related assets | $137,205,000 | 393 |
Managed Assets ($) | $135,783,000 | 355 |
Non-managed Assets ($) | $1,422,000 | 406 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $290,000 | 525 |
Number of Managed Accounts | $279,000 | 413 |
Number of Non-Managed Accounts | $11,000 | 924 |
Total fiduciary and related assets | $125,380,000 | 539 |
Managed Assets ($) | $124,160,000 | 446 |
Non-managed Assets ($) | $1,220,000 | 999 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $292,000 | 355 |
Number of Managed Accounts | $281,000 | 312 |
Number of Non-Managed Accounts | $11,000 | 362 |
Total fiduciary and related assets | $129,659,000 | 378 |
Managed Assets ($) | $121,902,000 | 345 |
Non-managed Assets ($) | $7,757,000 | 357 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $293,000 | 360 |
Number of Managed Accounts | $283,000 | 315 |
Number of Non-Managed Accounts | $10,000 | 375 |
Total fiduciary and related assets | $128,867,000 | 385 |
Managed Assets ($) | $127,511,000 | 345 |
Non-managed Assets ($) | $1,356,000 | 396 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $337,000 | 356 |
Number of Managed Accounts | $327,000 | 312 |
Number of Non-Managed Accounts | $10,000 | 379 |
Total fiduciary and related assets | $129,968,000 | 390 |
Managed Assets ($) | $128,534,000 | 351 |
Non-managed Assets ($) | $1,434,000 | 400 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $338,000 | 492 |
Number of Managed Accounts | $326,000 | 385 |
Number of Non-Managed Accounts | $12,000 | 949 |
Total fiduciary and related assets | $135,947,000 | 504 |
Managed Assets ($) | $134,319,000 | 418 |
Non-managed Assets ($) | $1,628,000 | 978 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $261,000 | 363 |
Number of Managed Accounts | $253,000 | 325 |
Number of Non-Managed Accounts | $8,000 | 374 |
Total fiduciary and related assets | $118,027,000 | 380 |
Managed Assets ($) | $116,306,000 | 343 |
Non-managed Assets ($) | $1,721,000 | 388 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $254,000 | 376 |
Number of Managed Accounts | $246,000 | 337 |
Number of Non-Managed Accounts | $8,000 | 390 |
Total fiduciary and related assets | $115,727,000 | 398 |
Managed Assets ($) | $114,064,000 | 357 |
Non-managed Assets ($) | $1,663,000 | 406 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $255,000 | 378 |
Number of Managed Accounts | $254,000 | 336 |
Number of Non-Managed Accounts | $1,000 | 422 |
Total fiduciary and related assets | $115,054,000 | 400 |
Managed Assets ($) | $114,560,000 | 355 |
Non-managed Assets ($) | $494,000 | 418 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $251,000 | 597 |
Number of Managed Accounts | $250,000 | 463 |
Number of Non-Managed Accounts | $1,000 | 1,278 |
Total fiduciary and related assets | $112,188,000 | 544 |
Managed Assets ($) | $111,728,000 | 451 |
Non-managed Assets ($) | $460,000 | 1,157 |
Memoranda | ||
Gross Fiduciary activities income | $311,000 | 681 |
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 | $253,000 | 368 |
Number of Managed Accounts | $252,000 | 322 |
Number of Non-Managed Accounts | $1,000 | 416 |
Total fiduciary and related assets | $105,277,000 | 392 |
Managed Assets ($) | $104,829,000 | 347 |
Non-managed Assets ($) | $448,000 | 409 |
Memoranda | ||
Gross Fiduciary activities income | $311,000 | 622 |
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 | $0 | 462 |
Number of Managed Accounts | $0 | 429 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | $311,000 | 495 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 436 |
Memoranda | ||
Gross Fiduciary activities income | $151,000 | 518 |
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 | $252,000 | 611 |
Number of Managed Accounts | $252,000 | 466 |
Number of Non-Managed Accounts | $0 | 1,417 |
Total fiduciary and related assets | $100,124,000 | 565 |
Managed Assets ($) | $100,124,000 | 465 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda | ||
Gross Fiduciary activities income | $596,000 | 505 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Number of Non-Managed Accounts | $0 | 446 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Non-managed Assets ($) | $0 | 445 |
Memoranda | ||
Gross Fiduciary activities income | $421,000 | 530 |
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 | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Number of Non-Managed Accounts | $0 | 448 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Non-managed Assets ($) | $0 | 447 |
Memoranda | ||
Gross Fiduciary activities income | $269,000 | 548 |
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 | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Number of Non-Managed Accounts | $0 | 460 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Non-managed Assets ($) | $0 | 458 |
Memoranda | ||
Gross Fiduciary activities income | $128,000 | 572 |
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 | $251,000 | 630 |
Number of Managed Accounts | $246,000 | 488 |
Number of Non-Managed Accounts | $5,000 | 1,155 |
Total fiduciary and related assets | $90,699,000 | 602 |
Managed Assets ($) | $89,664,000 | 497 |
Non-managed Assets ($) | $1,035,000 | 1,092 |
Memoranda | ||
Gross Fiduciary activities income | $528,000 | 557 |
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 | $240,000 | 612 |
Number of Managed Accounts | $235,000 | 480 |
Number of Non-Managed Accounts | $5,000 | 1,117 |
Total fiduciary and related assets | $96,968,000 | 564 |
Managed Assets ($) | $95,972,000 | 465 |
Non-managed Assets ($) | $996,000 | 1,066 |
Memoranda | ||
Gross Fiduciary activities income | $550,000 | 564 |
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 | $563,000 | 563 |
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 | $492,000 | 643 |
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 | $436,000 | 680 |
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 | $383,000 | 750 |
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 | $260,000 | 906 |
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 | $247,000 | 948 |
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 | $244,000 | 972 |
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 | $144,000 | 1,135 |
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 | $86,000 | 1,284 |