Home > Borel Private Bank & Trust Company > Fiduciary and Related Services
Borel Private Bank & Trust Company, 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 | $862,000 | 226 |
| Number of Managed Accounts | $820,000 | 171 |
| Number of Non-Managed Accounts | $42,000 | 280 |
| Total fiduciary and related assets | $856,307,000 | 170 |
| Managed Assets ($) | $795,544,000 | 139 |
| Non-managed Assets ($) | $60,763,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,814,000 | 119 |
| 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 | $845,000 | 252 |
| Number of Managed Accounts | $801,000 | 184 |
| Number of Non-Managed Accounts | $44,000 | 544 |
| Total fiduciary and related assets | $838,872,000 | 171 |
| Managed Assets ($) | $776,294,000 | 140 |
| Non-managed Assets ($) | $62,578,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,076,000 | 118 |
| 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 | $827,000 | 234 |
| Number of Managed Accounts | $785,000 | 180 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $825,718,000 | 168 |
| Managed Assets ($) | $762,707,000 | 141 |
| Non-managed Assets ($) | $63,011,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,373,000 | 113 |
| 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 | $808,000 | 239 |
| Number of Managed Accounts | $765,000 | 184 |
| Number of Non-Managed Accounts | $43,000 | 278 |
| Total fiduciary and related assets | $810,049,000 | 167 |
| Managed Assets ($) | $746,765,000 | 136 |
| Non-managed Assets ($) | $63,284,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,629,000 | 114 |
| 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 | $788,000 | 243 |
| Number of Managed Accounts | $731,000 | 195 |
| Number of Non-Managed Accounts | $57,000 | 259 |
| Total fiduciary and related assets | $841,401,000 | 170 |
| Managed Assets ($) | $764,189,000 | 138 |
| Non-managed Assets ($) | $77,212,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,849,000 | 112 |
| 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 | $760,000 | 280 |
| Number of Managed Accounts | $702,000 | 217 |
| Number of Non-Managed Accounts | $58,000 | 486 |
| Total fiduciary and related assets | $828,464,000 | 172 |
| Managed Assets ($) | $748,839,000 | 138 |
| Non-managed Assets ($) | $79,625,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,182,000 | 123 |
| 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 | $754,000 | 248 |
| Number of Managed Accounts | $704,000 | 202 |
| Number of Non-Managed Accounts | $50,000 | 259 |
| Total fiduciary and related assets | $808,172,000 | 173 |
| Managed Assets ($) | $741,803,000 | 138 |
| Non-managed Assets ($) | $66,369,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,539,000 | 124 |
| 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 | $734,000 | 253 |
| Number of Managed Accounts | $687,000 | 208 |
| Number of Non-Managed Accounts | $47,000 | 267 |
| Total fiduciary and related assets | $765,443,000 | 172 |
| Managed Assets ($) | $701,761,000 | 141 |
| Non-managed Assets ($) | $63,682,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,883,000 | 130 |
| 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 | $713,000 | 255 |
| Number of Managed Accounts | $665,000 | 209 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $685,111,000 | 180 |
| Managed Assets ($) | $623,586,000 | 148 |
| Non-managed Assets ($) | $61,525,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 133 |
| 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 | $703,000 | 298 |
| Number of Managed Accounts | $653,000 | 231 |
| Number of Non-Managed Accounts | $50,000 | 536 |
| Total fiduciary and related assets | $711,565,000 | 184 |
| Managed Assets ($) | $648,592,000 | 148 |
| Non-managed Assets ($) | $62,973,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,855,000 | 142 |
| 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 | $704,000 | 259 |
| Number of Managed Accounts | $651,000 | 213 |
| Number of Non-Managed Accounts | $53,000 | 274 |
| Total fiduciary and related assets | $716,109,000 | 193 |
| Managed Assets ($) | $644,391,000 | 155 |
| Non-managed Assets ($) | $71,718,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,375,000 | 145 |
| 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 | $681,000 | 273 |
| Number of Managed Accounts | $625,000 | 225 |
| Number of Non-Managed Accounts | $56,000 | 275 |
| Total fiduciary and related assets | $680,343,000 | 207 |
| Managed Assets ($) | $613,903,000 | 166 |
| Non-managed Assets ($) | $66,440,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,846,000 | 148 |
| 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 | $632,000 | 285 |
| Number of Managed Accounts | $608,000 | 229 |
| Number of Non-Managed Accounts | $24,000 | 332 |
| Total fiduciary and related assets | $653,158,000 | 219 |
| Managed Assets ($) | $610,656,000 | 170 |
| Non-managed Assets ($) | $42,502,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,370,000 | 150 |
| 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 | $598,000 | 335 |
| Number of Managed Accounts | $582,000 | 251 |
| Number of Non-Managed Accounts | $16,000 | 827 |
| Total fiduciary and related assets | $635,900,000 | 229 |
| Managed Assets ($) | $596,866,000 | 175 |
| Non-managed Assets ($) | $39,034,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,853,000 | 161 |
| 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 | $530,000 | 296 |
| Number of Managed Accounts | $517,000 | 247 |
| Number of Non-Managed Accounts | $13,000 | 359 |
| Total fiduciary and related assets | $600,976,000 | 231 |
| Managed Assets ($) | $565,337,000 | 182 |
| Non-managed Assets ($) | $35,639,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,624,000 | 158 |
| 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 | $524,000 | 304 |
| Number of Managed Accounts | $505,000 | 253 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $590,759,000 | 243 |
| Managed Assets ($) | $549,606,000 | 191 |
| Non-managed Assets ($) | $41,153,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,368,000 | 170 |
| 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 | $512,000 | 306 |
| Number of Managed Accounts | $497,000 | 254 |
| Number of Non-Managed Accounts | $15,000 | 359 |
| Total fiduciary and related assets | $584,815,000 | 237 |
| Managed Assets ($) | $536,843,000 | 190 |
| Non-managed Assets ($) | $47,972,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,127,000 | 170 |
| 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 | $506,000 | 368 |
| Number of Managed Accounts | $490,000 | 284 |
| Number of Non-Managed Accounts | $16,000 | 850 |
| Total fiduciary and related assets | $577,777,000 | 240 |
| Managed Assets ($) | $531,594,000 | 190 |
| Non-managed Assets ($) | $46,183,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,326,000 | 172 |
| 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 | $508,000 | 307 |
| Number of Managed Accounts | $491,000 | 258 |
| Number of Non-Managed Accounts | $17,000 | 347 |
| Total fiduciary and related assets | $546,655,000 | 248 |
| Managed Assets ($) | $506,072,000 | 196 |
| Non-managed Assets ($) | $40,583,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,196,000 | 177 |
| 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 | $507,000 | 315 |
| Number of Managed Accounts | $488,000 | 266 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $539,427,000 | 254 |
| Managed Assets ($) | $500,016,000 | 197 |
| Non-managed Assets ($) | $39,411,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,046,000 | 190 |
| 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 | $497,000 | 317 |
| Number of Managed Accounts | $481,000 | 268 |
| Number of Non-Managed Accounts | $16,000 | 358 |
| Total fiduciary and related assets | $535,626,000 | 251 |
| Managed Assets ($) | $499,098,000 | 198 |
| Non-managed Assets ($) | $36,528,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $986,000 | 191 |
| 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 | $494,000 | 378 |
| Number of Managed Accounts | $474,000 | 299 |
| Number of Non-Managed Accounts | $20,000 | 819 |
| Total fiduciary and related assets | $523,364,000 | 250 |
| Managed Assets ($) | $489,104,000 | 200 |
| Non-managed Assets ($) | $34,260,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,495,000 | 192 |
| 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 | $493,000 | 311 |
| Number of Managed Accounts | $475,000 | 268 |
| Number of Non-Managed Accounts | $18,000 | 347 |
| Total fiduciary and related assets | $519,423,000 | 245 |
| Managed Assets ($) | $491,938,000 | 200 |
| Non-managed Assets ($) | $27,485,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 191 |
| 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 | $491,000 | 319 |
| Number of Managed Accounts | $467,000 | 273 |
| Number of Non-Managed Accounts | $24,000 | 349 |
| Total fiduciary and related assets | $503,756,000 | 247 |
| Managed Assets ($) | $474,701,000 | 201 |
| Non-managed Assets ($) | $29,055,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 193 |
| 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 | $472,000 | 326 |
| Number of Managed Accounts | $449,000 | 278 |
| Number of Non-Managed Accounts | $23,000 | 351 |
| Total fiduciary and related assets | $464,104,000 | 258 |
| Managed Assets ($) | $434,359,000 | 213 |
| Non-managed Assets ($) | $29,745,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 197 |
| 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 | $471,000 | 402 |
| Number of Managed Accounts | $448,000 | 306 |
| Number of Non-Managed Accounts | $23,000 | 800 |
| Total fiduciary and related assets | $463,189,000 | 260 |
| Managed Assets ($) | $435,134,000 | 206 |
| Non-managed Assets ($) | $28,055,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,937,000 | 208 |
| 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 | $476,000 | 322 |
| Number of Managed Accounts | $453,000 | 274 |
| Number of Non-Managed Accounts | $23,000 | 347 |
| Total fiduciary and related assets | $439,173,000 | 259 |
| Managed Assets ($) | $410,949,000 | 210 |
| Non-managed Assets ($) | $28,224,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,148,000 | 213 |
| 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 | $461,000 | 330 |
| Number of Managed Accounts | $441,000 | 278 |
| Number of Non-Managed Accounts | $20,000 | 366 |
| Total fiduciary and related assets | $434,764,000 | 263 |
| Managed Assets ($) | $402,947,000 | 212 |
| Non-managed Assets ($) | $31,817,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 212 |
| 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 | $478,000 | 329 |
| Number of Managed Accounts | $455,000 | 277 |
| Number of Non-Managed Accounts | $23,000 | 364 |
| Total fiduciary and related assets | $419,243,000 | 271 |
| Managed Assets ($) | $401,545,000 | 214 |
| Non-managed Assets ($) | $17,698,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $713,000 | 213 |
| 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 | $483,000 | 420 |
| Number of Managed Accounts | $460,000 | 312 |
| Number of Non-Managed Accounts | $23,000 | 824 |
| Total fiduciary and related assets | $424,357,000 | 280 |
| Managed Assets ($) | $402,725,000 | 218 |
| Non-managed Assets ($) | $21,632,000 | 496 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,627,000 | 219 |
| 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 | $465,000 | 341 |
| Number of Managed Accounts | $447,000 | 289 |
| Number of Non-Managed Accounts | $18,000 | 378 |
| Total fiduciary and related assets | $410,211,000 | 286 |
| Managed Assets ($) | $392,454,000 | 223 |
| Non-managed Assets ($) | $17,757,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,970,000 | 227 |
| 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 | $468,000 | 346 |
| Number of Managed Accounts | $450,000 | 286 |
| Number of Non-Managed Accounts | $18,000 | 387 |
| Total fiduciary and related assets | $407,295,000 | 288 |
| Managed Assets ($) | $389,485,000 | 227 |
| Non-managed Assets ($) | $17,810,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,300,000 | 232 |
| 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 | $466,000 | 350 |
| Number of Managed Accounts | $446,000 | 292 |
| Number of Non-Managed Accounts | $20,000 | 389 |
| Total fiduciary and related assets | $390,698,000 | 292 |
| Managed Assets ($) | $374,562,000 | 230 |
| Non-managed Assets ($) | $16,136,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 239 |
| 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 | $454,000 | 438 |
| Number of Managed Accounts | $442,000 | 338 |
| Number of Non-Managed Accounts | $12,000 | 989 |
| Total fiduciary and related assets | $388,212,000 | 296 |
| Managed Assets ($) | $376,951,000 | 230 |
| Non-managed Assets ($) | $11,261,000 | 631 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,399,000 | 255 |
| 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 | $429,000 | 433 |
| Number of Managed Accounts | $409,000 | 334 |
| Number of Non-Managed Accounts | $20,000 | 832 |
| Total fiduciary and related assets | $366,913,000 | 291 |
| Managed Assets ($) | $348,895,000 | 234 |
| Non-managed Assets ($) | $18,018,000 | 529 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 275 |
| 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 | $2,238,000 | 274 |
| 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 | $2,263,000 | 308 |
| 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 | $1,938,000 | 325 |
| 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 | $1,741,000 | 349 |
| 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 | $1,601,000 | 398 |
| 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 | $1,448,000 | 448 |
| 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 | $1,367,000 | 452 |
| 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 | $1,534,000 | 440 |
| 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 | $1,434,000 | 454 |