Home > A.G. Edwards Trust Company, FSB > Fiduciary and Related Services
A.G. Edwards Trust Company, FSB, Fiduciary and Related Services
| 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 | $4,935,000 | 59 |
| Number of Managed Accounts | $4,900,000 | 40 |
| Number of Non-Managed Accounts | $35,000 | 311 |
| Total fiduciary and related assets | $2,936,024,000 | 99 |
| Managed Assets ($) | $2,881,662,000 | 66 |
| Non-managed Assets ($) | $54,362,000 | 278 |
| 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 | $4,990,000 | 62 |
| Number of Managed Accounts | $4,949,000 | 39 |
| Number of Non-Managed Accounts | $41,000 | 594 |
| Total fiduciary and related assets | $3,255,828,000 | 93 |
| Managed Assets ($) | $3,043,969,000 | 63 |
| Non-managed Assets ($) | $211,859,000 | 178 |
| 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 | $5,017,000 | 57 |
| Number of Managed Accounts | $4,973,000 | 39 |
| Number of Non-Managed Accounts | $44,000 | 280 |
| Total fiduciary and related assets | $3,406,740,000 | 93 |
| Managed Assets ($) | $3,188,197,000 | 63 |
| Non-managed Assets ($) | $218,543,000 | 174 |
| 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 | $5,021,000 | 60 |
| Number of Managed Accounts | $4,977,000 | 39 |
| Number of Non-Managed Accounts | $44,000 | 290 |
| Total fiduciary and related assets | $3,360,641,000 | 95 |
| Managed Assets ($) | $3,145,284,000 | 65 |
| Non-managed Assets ($) | $215,357,000 | 178 |
| 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 | $5,039,000 | 58 |
| Number of Managed Accounts | $4,995,000 | 38 |
| Number of Non-Managed Accounts | $44,000 | 293 |
| Total fiduciary and related assets | $3,229,377,000 | 94 |
| Managed Assets ($) | $3,018,052,000 | 64 |
| Non-managed Assets ($) | $211,325,000 | 178 |
| 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 | $4,999,000 | 62 |
| Number of Managed Accounts | $4,947,000 | 38 |
| Number of Non-Managed Accounts | $52,000 | 541 |
| Total fiduciary and related assets | $3,188,097,000 | 94 |
| Managed Assets ($) | $2,946,590,000 | 64 |
| Non-managed Assets ($) | $241,507,000 | 164 |
| 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 | $4,996,000 | 64 |
| Number of Managed Accounts | $4,937,000 | 40 |
| Number of Non-Managed Accounts | $59,000 | 275 |
| Total fiduciary and related assets | $3,015,624,000 | 99 |
| Managed Assets ($) | $2,779,552,000 | 70 |
| Non-managed Assets ($) | $236,072,000 | 171 |
| 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 | $4,965,000 | 66 |
| Number of Managed Accounts | $4,898,000 | 42 |
| Number of Non-Managed Accounts | $67,000 | 275 |
| Total fiduciary and related assets | $2,900,680,000 | 105 |
| Managed Assets ($) | $2,680,993,000 | 74 |
| Non-managed Assets ($) | $219,687,000 | 183 |
| 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 | $4,935,000 | 64 |
| Number of Managed Accounts | $4,872,000 | 42 |
| Number of Non-Managed Accounts | $63,000 | 285 |
| Total fiduciary and related assets | $2,936,696,000 | 105 |
| Managed Assets ($) | $2,697,193,000 | 74 |
| Non-managed Assets ($) | $239,503,000 | 182 |
| 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 | $4,888,000 | 72 |
| Number of Managed Accounts | $4,825,000 | 46 |
| Number of Non-Managed Accounts | $63,000 | 515 |
| Total fiduciary and related assets | $2,852,413,000 | 104 |
| Managed Assets ($) | $2,603,006,000 | 75 |
| Non-managed Assets ($) | $249,407,000 | 180 |
| 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 | $4,852,000 | 67 |
| Number of Managed Accounts | $4,795,000 | 44 |
| Number of Non-Managed Accounts | $57,000 | 286 |
| Total fiduciary and related assets | $2,824,579,000 | 108 |
| Managed Assets ($) | $2,599,841,000 | 75 |
| Non-managed Assets ($) | $224,738,000 | 183 |
| 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 | $4,816,000 | 64 |
| Number of Managed Accounts | $4,763,000 | 43 |
| Number of Non-Managed Accounts | $53,000 | 294 |
| Total fiduciary and related assets | $2,792,444,000 | 104 |
| Managed Assets ($) | $2,582,290,000 | 74 |
| Non-managed Assets ($) | $210,154,000 | 185 |
| 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 | $4,814,000 | 68 |
| Number of Managed Accounts | $4,755,000 | 45 |
| Number of Non-Managed Accounts | $59,000 | 288 |
| Total fiduciary and related assets | $2,889,743,000 | 104 |
| Managed Assets ($) | $2,680,448,000 | 78 |
| Non-managed Assets ($) | $209,295,000 | 187 |
| 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 | $4,789,000 | 75 |
| Number of Managed Accounts | $4,730,000 | 49 |
| Number of Non-Managed Accounts | $59,000 | 540 |
| Total fiduciary and related assets | $2,926,041,000 | 109 |
| Managed Assets ($) | $2,705,180,000 | 78 |
| Non-managed Assets ($) | $220,861,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,742,000 | 69 |
| Number of Managed Accounts | $4,676,000 | 47 |
| Number of Non-Managed Accounts | $66,000 | 281 |
| Total fiduciary and related assets | $2,753,564,000 | 112 |
| Managed Assets ($) | $2,550,218,000 | 79 |
| Non-managed Assets ($) | $203,346,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,664,000 | 68 |
| Number of Managed Accounts | $4,592,000 | 48 |
| Number of Non-Managed Accounts | $72,000 | 287 |
| Total fiduciary and related assets | $2,645,052,000 | 115 |
| Managed Assets ($) | $2,527,112,000 | 80 |
| Non-managed Assets ($) | $117,940,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,624,000 | 71 |
| Number of Managed Accounts | $4,544,000 | 49 |
| Number of Non-Managed Accounts | $80,000 | 278 |
| Total fiduciary and related assets | $2,649,318,000 | 112 |
| Managed Assets ($) | $2,512,377,000 | 82 |
| Non-managed Assets ($) | $136,941,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,566,000 | 77 |
| Number of Managed Accounts | $4,485,000 | 52 |
| Number of Non-Managed Accounts | $81,000 | 485 |
| Total fiduciary and related assets | $2,486,712,000 | 118 |
| Managed Assets ($) | $2,355,577,000 | 84 |
| Non-managed Assets ($) | $131,135,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,488,000 | 77 |
| Number of Managed Accounts | $4,410,000 | 51 |
| Number of Non-Managed Accounts | $78,000 | 293 |
| Total fiduciary and related assets | $2,315,112,000 | 124 |
| Managed Assets ($) | $2,175,792,000 | 85 |
| Non-managed Assets ($) | $139,320,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,545,000 | 78 |
| Number of Managed Accounts | $4,462,000 | 51 |
| Number of Non-Managed Accounts | $83,000 | 291 |
| Total fiduciary and related assets | $2,832,968,000 | 111 |
| Managed Assets ($) | $2,681,185,000 | 82 |
| Non-managed Assets ($) | $151,783,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,444,000 | 79 |
| Number of Managed Accounts | $4,408,000 | 53 |
| Number of Non-Managed Accounts | $36,000 | 355 |
| Total fiduciary and related assets | $2,682,636,000 | 115 |
| Managed Assets ($) | $2,554,713,000 | 81 |
| Non-managed Assets ($) | $127,923,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,443,000 | 87 |
| Number of Managed Accounts | $4,392,000 | 57 |
| Number of Non-Managed Accounts | $51,000 | 622 |
| Total fiduciary and related assets | $2,676,499,000 | 114 |
| Managed Assets ($) | $2,533,245,000 | 80 |
| Non-managed Assets ($) | $143,254,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |