Home > Bank Calumet > Fiduciary and Related Services
Bank Calumet, Fiduciary and Related Services
| 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 | $943,000 | 218 |
| Number of Managed Accounts | $639,000 | 225 |
| Number of Non-Managed Accounts | $304,000 | 148 |
| Total fiduciary and related assets | $922,625,000 | 198 |
| Managed Assets ($) | $481,799,000 | 205 |
| Non-managed Assets ($) | $440,826,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 178 |
| 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 | $946,000 | 236 |
| Number of Managed Accounts | $637,000 | 238 |
| Number of Non-Managed Accounts | $309,000 | 183 |
| Total fiduciary and related assets | $845,740,000 | 205 |
| Managed Assets ($) | $417,195,000 | 222 |
| Non-managed Assets ($) | $428,545,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,221,000 | 250 |
| 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 | $972,000 | 205 |
| Number of Managed Accounts | $652,000 | 219 |
| Number of Non-Managed Accounts | $320,000 | 140 |
| Total fiduciary and related assets | $826,027,000 | 206 |
| Managed Assets ($) | $412,159,000 | 219 |
| Non-managed Assets ($) | $413,868,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,597,000 | 257 |
| 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 | $982,000 | 206 |
| Number of Managed Accounts | $648,000 | 219 |
| Number of Non-Managed Accounts | $334,000 | 139 |
| Total fiduciary and related assets | $838,530,000 | 201 |
| Managed Assets ($) | $428,440,000 | 214 |
| Non-managed Assets ($) | $410,090,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 249 |
| 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 | $966,000 | 208 |
| Number of Managed Accounts | $636,000 | 221 |
| Number of Non-Managed Accounts | $330,000 | 143 |
| Total fiduciary and related assets | $817,681,000 | 205 |
| Managed Assets ($) | $464,035,000 | 205 |
| Non-managed Assets ($) | $353,646,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 243 |
| 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 | $674,000 | 304 |
| Number of Managed Accounts | $616,000 | 234 |
| Number of Non-Managed Accounts | $58,000 | 544 |
| Total fiduciary and related assets | $816,677,000 | 203 |
| Managed Assets ($) | $431,538,000 | 211 |
| Non-managed Assets ($) | $385,139,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 249 |
| 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 | $682,000 | 263 |
| Number of Managed Accounts | $618,000 | 221 |
| Number of Non-Managed Accounts | $64,000 | 286 |
| Total fiduciary and related assets | $781,598,000 | 198 |
| Managed Assets ($) | $422,366,000 | 206 |
| Non-managed Assets ($) | $359,232,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,645,000 | 249 |
| 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 | $677,000 | 267 |
| Number of Managed Accounts | $617,000 | 221 |
| Number of Non-Managed Accounts | $60,000 | 301 |
| Total fiduciary and related assets | $805,882,000 | 197 |
| Managed Assets ($) | $426,135,000 | 206 |
| Non-managed Assets ($) | $379,747,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 237 |
| 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 | $651,000 | 274 |
| Number of Managed Accounts | $594,000 | 231 |
| Number of Non-Managed Accounts | $57,000 | 307 |
| Total fiduciary and related assets | $799,855,000 | 195 |
| Managed Assets ($) | $421,610,000 | 211 |
| Non-managed Assets ($) | $378,245,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 225 |
| 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 | $643,000 | 327 |
| Number of Managed Accounts | $581,000 | 258 |
| Number of Non-Managed Accounts | $62,000 | 558 |
| Total fiduciary and related assets | $774,018,000 | 206 |
| Managed Assets ($) | $435,179,000 | 211 |
| Non-managed Assets ($) | $338,839,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,944,000 | 264 |
| 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 | $638,000 | 292 |
| Number of Managed Accounts | $586,000 | 245 |
| Number of Non-Managed Accounts | $52,000 | 325 |
| Total fiduciary and related assets | $742,952,000 | 212 |
| Managed Assets ($) | $424,503,000 | 216 |
| Non-managed Assets ($) | $318,449,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,477,000 | 270 |
| 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 | $627,000 | 298 |
| Number of Managed Accounts | $580,000 | 248 |
| Number of Non-Managed Accounts | $47,000 | 335 |
| Total fiduciary and related assets | $732,104,000 | 221 |
| Managed Assets ($) | $417,363,000 | 217 |
| Non-managed Assets ($) | $314,741,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $955,000 | 285 |
| 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 | $620,000 | 303 |
| Number of Managed Accounts | $567,000 | 258 |
| Number of Non-Managed Accounts | $53,000 | 333 |
| Total fiduciary and related assets | $689,242,000 | 225 |
| Managed Assets ($) | $400,705,000 | 220 |
| Non-managed Assets ($) | $288,537,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 272 |
| 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 | $618,000 | 352 |
| Number of Managed Accounts | $559,000 | 282 |
| Number of Non-Managed Accounts | $59,000 | 581 |
| Total fiduciary and related assets | $689,895,000 | 226 |
| Managed Assets ($) | $393,137,000 | 223 |
| Non-managed Assets ($) | $296,758,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,927,000 | 287 |
| 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 | $767,000 | 288 |
| Number of Managed Accounts | $698,000 | 222 |
| Number of Non-Managed Accounts | $69,000 | 504 |
| Total fiduciary and related assets | $831,197,000 | 190 |
| Managed Assets ($) | $513,095,000 | 182 |
| Non-managed Assets ($) | $318,102,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,973,000 | 293 |
| 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 | $1,866,000 | 299 |
| 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 | $1,682,000 | 355 |
| 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 | $1,526,000 | 371 |
| 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 | $1,340,000 | 398 |
| 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 | $1,111,000 | 479 |
| 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 | $1,133,000 | 505 |
| 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 | $1,030,000 | 519 |
| 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 | $936,000 | 560 |
| 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 | $805,000 | 606 |