Home > Bank of Albuquerque > Fiduciary and Related Services

Bank of Albuquerque, Fiduciary and Related Services

2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$156,000690
Number of Managed Accounts$100,000677
Number of Non-Managed Accounts$56,000482
Total fiduciary and related assets$708,102,000193
Managed Assets ($)$396,552,000224
Non-managed Assets ($)$311,550,000134
Memoranda
Gross Fiduciary activities income$3,323,000188
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$152,000366
Number of Managed Accounts$101,000349
Number of Non-Managed Accounts$51,000266
Total fiduciary and related assets$691,118,000190
Managed Assets ($)$377,572,000221
Non-managed Assets ($)$313,546,000130
Memoranda
Gross Fiduciary activities income$2,514,000185
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$160,000365
Number of Managed Accounts$101,000348
Number of Non-Managed Accounts$59,000255
Total fiduciary and related assets$650,358,000188
Managed Assets ($)$370,239,000214
Non-managed Assets ($)$280,119,000134
Memoranda
Gross Fiduciary activities income$1,704,000181
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$135,000378
Number of Managed Accounts$104,000350
Number of Non-Managed Accounts$31,000303
Total fiduciary and related assets$648,999,000198
Managed Assets ($)$391,342,000212
Non-managed Assets ($)$257,657,000147
Memoranda
Gross Fiduciary activities income$852,000183
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$160,000696
Number of Managed Accounts$93,000700
Number of Non-Managed Accounts$67,000445
Total fiduciary and related assets$625,795,000202
Managed Assets ($)$368,399,000222
Non-managed Assets ($)$257,396,000143
Memoranda
Gross Fiduciary activities income$3,617,000176
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$175,000362
Number of Managed Accounts$104,000341
Number of Non-Managed Accounts$71,000233
Total fiduciary and related assets$919,384,000159
Managed Assets ($)$375,605,000220
Non-managed Assets ($)$543,779,000111
Memoranda
Gross Fiduciary activities income$2,824,000168
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$237,000357
Number of Managed Accounts$112,000348
Number of Non-Managed Accounts$125,000202
Total fiduciary and related assets$1,015,271,000152
Managed Assets ($)$372,499,000213
Non-managed Assets ($)$642,772,000102
Memoranda
Gross Fiduciary activities income$1,953,000164
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$193,000366
Number of Managed Accounts$106,000350
Number of Non-Managed Accounts$87,000224
Total fiduciary and related assets$1,074,403,000145
Managed Assets ($)$310,945,000234
Non-managed Assets ($)$763,458,00096
Memoranda
Gross Fiduciary activities income$1,009,000158
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$196,000667
Number of Managed Accounts$111,000676
Number of Non-Managed Accounts$85,000404
Total fiduciary and related assets$1,090,306,000147
Managed Assets ($)$320,717,000232
Non-managed Assets ($)$769,589,000103
Memoranda
Gross Fiduciary activities income$4,136,000174
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$188,000391
Number of Managed Accounts$109,000375
Number of Non-Managed Accounts$79,000240
Total fiduciary and related assets$1,226,270,000144
Managed Assets ($)$362,813,000227
Non-managed Assets ($)$863,457,000101
Memoranda
Gross Fiduciary activities income$3,188,000174
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$192,000396
Number of Managed Accounts$119,000377
Number of Non-Managed Accounts$73,000252
Total fiduciary and related assets$1,267,991,000147
Managed Assets ($)$389,787,000226
Non-managed Assets ($)$878,204,000107
Memoranda
Gross Fiduciary activities income$2,176,000176
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$201,000398
Number of Managed Accounts$108,000381
Number of Non-Managed Accounts$93,000233
Total fiduciary and related assets$1,319,439,000152
Managed Assets ($)$367,767,000239
Non-managed Assets ($)$951,672,000103
Memoranda
Gross Fiduciary activities income$1,045,000179
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$195,000683
Number of Managed Accounts$101,000713
Number of Non-Managed Accounts$94,000379
Total fiduciary and related assets$1,427,358,000144
Managed Assets ($)$391,755,000230
Non-managed Assets ($)$1,035,603,00098
Memoranda
Gross Fiduciary activities income$3,756,000189
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$168,000384
Number of Managed Accounts$103,000366
Number of Non-Managed Accounts$65,000249
Total fiduciary and related assets$1,455,867,000144
Managed Assets ($)$398,414,000227
Non-managed Assets ($)$1,057,453,00096
Memoranda
Gross Fiduciary activities income$2,737,000190
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$153,000392
Number of Managed Accounts$97,000375
Number of Non-Managed Accounts$56,000272
Total fiduciary and related assets$1,430,159,000150
Managed Assets ($)$408,358,000231
Non-managed Assets ($)$1,021,801,000102
Memoranda
Gross Fiduciary activities income$1,680,000204
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$212,000385
Number of Managed Accounts$104,000374
Number of Non-Managed Accounts$108,000222
Total fiduciary and related assets$1,514,455,000145
Managed Assets ($)$374,296,000234
Non-managed Assets ($)$1,140,159,00097
Memoranda
Gross Fiduciary activities income$814,000210
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$204,000660
Number of Managed Accounts$103,000725
Number of Non-Managed Accounts$101,000366
Total fiduciary and related assets$1,538,479,000140
Managed Assets ($)$356,816,000240
Non-managed Assets ($)$1,181,663,00096
Memoranda
Gross Fiduciary activities income$2,697,000218
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$204,000368
Number of Managed Accounts$104,000360
Number of Non-Managed Accounts$100,000230
Total fiduciary and related assets$1,157,417,000170
Managed Assets ($)$339,870,000252
Non-managed Assets ($)$817,547,000112
Memoranda
Gross Fiduciary activities income$1,962,000228
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$204,000374
Number of Managed Accounts$105,000366
Number of Non-Managed Accounts$99,000235
Total fiduciary and related assets$1,087,497,000177
Managed Assets ($)$283,838,000278
Non-managed Assets ($)$803,659,000119
Memoranda
Gross Fiduciary activities income$1,288,000239
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$182,000386
Number of Managed Accounts$85,000381
Number of Non-Managed Accounts$97,000243
Total fiduciary and related assets$1,134,469,000172
Managed Assets ($)$236,443,000299
Non-managed Assets ($)$898,026,000115
Memoranda
Gross Fiduciary activities income$613,000250
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$178,000720
Number of Managed Accounts$85,000798
Number of Non-Managed Accounts$93,000396
Total fiduciary and related assets$1,207,776,000166
Managed Assets ($)$236,269,000305
Non-managed Assets ($)$971,507,000115
Memoranda
Gross Fiduciary activities income$2,038,000266
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$175,000376
Number of Managed Accounts$77,000370
Number of Non-Managed Accounts$98,000242
Total fiduciary and related assets$1,304,853,000157
Managed Assets ($)$232,328,000289
Non-managed Assets ($)$1,072,525,000107
Memoranda
Gross Fiduciary activities income$1,519,000263
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$165,000399
Number of Managed Accounts$73,000386
Number of Non-Managed Accounts$92,000249
Total fiduciary and related assets$1,211,720,000158
Managed Assets ($)$214,987,000304
Non-managed Assets ($)$996,733,000106
Memoranda
Gross Fiduciary activities income$1,026,000261
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$164,000401
Number of Managed Accounts$73,000389
Number of Non-Managed Accounts$91,000252
Total fiduciary and related assets$1,326,950,000156
Managed Assets ($)$190,950,000326
Non-managed Assets ($)$1,136,000,000107
Memoranda
Gross Fiduciary activities income$492,000268
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$153,000783
Number of Managed Accounts$60,000888
Number of Non-Managed Accounts$93,000420
Total fiduciary and related assets$1,298,210,000159
Managed Assets ($)$185,991,000349
Non-managed Assets ($)$1,112,219,000109
Memoranda
Gross Fiduciary activities income$1,652,000289
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$152,000394
Number of Managed Accounts$63,000376
Number of Non-Managed Accounts$89,000256
Total fiduciary and related assets$1,378,498,000152
Managed Assets ($)$160,996,000325
Non-managed Assets ($)$1,217,502,000101
Memoranda
Gross Fiduciary activities income$1,200,000293
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$156,000397
Number of Managed Accounts$58,000387
Number of Non-Managed Accounts$98,000261
Total fiduciary and related assets$1,307,902,000153
Managed Assets ($)$165,402,000327
Non-managed Assets ($)$1,142,500,000109
Memoranda
Gross Fiduciary activities income$798,000301
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$132,000411
Number of Managed Accounts$53,000393
Number of Non-Managed Accounts$79,000280
Total fiduciary and related assets$497,132,000250
Managed Assets ($)$187,787,000322
Non-managed Assets ($)$309,345,000163
Memoranda
Gross Fiduciary activities income$378,000307
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$125,000869
Number of Managed Accounts$49,000978
Number of Non-Managed Accounts$76,000507
Total fiduciary and related assets$444,345,000272
Managed Assets ($)$158,056,000376
Non-managed Assets ($)$286,289,000171
Memoranda
Gross Fiduciary activities income$1,065,000370
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$763,000388
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$503,000395
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$225,000423
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$94,000983
Number of Managed Accounts$79,000864
Number of Non-Managed Accounts$15,000934
Total fiduciary and related assets$162,233,000449
Managed Assets ($)$144,450,000392
Non-managed Assets ($)$17,783,000527
Memoranda
Gross Fiduciary activities income$729,000463
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$91,000945
Number of Managed Accounts$42,0001,023
Number of Non-Managed Accounts$49,000597
Total fiduciary and related assets$129,149,000473
Managed Assets ($)$46,677,000651
Non-managed Assets ($)$82,472,000266
Memoranda
Gross Fiduciary activities income$185,000858
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$41,0001,074
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$6,0001,301
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,398