Home > Capital One > Fiduciary and Related Services

Capital One, Fiduciary and Related Services

2019-06-30Rank
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$0395
Number of Managed Accounts$0387
Number of Non-Managed Accounts$0381
Total fiduciary and related assets$0395
Managed Assets ($)$0387
Non-managed Assets ($)$0381
Memoranda
Gross Fiduciary activities income$55,000735
2019-03-31Rank
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$0402
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0402
Managed Assets ($)$0393
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$53,000690
2018-12-31Rank
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$33,000842
Number of Managed Accounts$30,000758
Number of Non-Managed Accounts$3,000805
Total fiduciary and related assets$54,162,000651
Managed Assets ($)$53,938,000600
Non-managed Assets ($)$224,000834
Memoranda
Gross Fiduciary activities income$12,840,000123
2018-09-30Rank
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$66,000399
Number of Managed Accounts$62,000386
Number of Non-Managed Accounts$4,000365
Total fiduciary and related assets$135,548,000391
Managed Assets ($)$119,956,000374
Non-managed Assets ($)$15,592,000334
Memoranda
Gross Fiduciary activities income$12,593,00099
2018-06-30Rank
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$1,690,000149
Number of Managed Accounts$1,474,000130
Number of Non-Managed Accounts$216,000138
Total fiduciary and related assets$5,717,092,00071
Managed Assets ($)$4,219,468,00056
Non-managed Assets ($)$1,497,624,00086
Memoranda
Gross Fiduciary activities income$12,442,00076
2018-03-31Rank
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$1,766,000145
Number of Managed Accounts$1,542,000126
Number of Non-Managed Accounts$224,000136
Total fiduciary and related assets$5,919,460,00072
Managed Assets ($)$4,125,174,00057
Non-managed Assets ($)$1,794,286,00076
Memoranda
Gross Fiduciary activities income$5,950,00081
2017-12-31Rank
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$1,801,000143
Number of Managed Accounts$1,572,000122
Number of Non-Managed Accounts$229,000159
Total fiduciary and related assets$6,035,652,00072
Managed Assets ($)$4,274,195,00057
Non-managed Assets ($)$1,761,457,00076
Memoranda
Gross Fiduciary activities income$23,570,00077
2017-09-30Rank
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$1,861,000136
Number of Managed Accounts$1,618,000122
Number of Non-Managed Accounts$243,000128
Total fiduciary and related assets$6,010,534,00072
Managed Assets ($)$4,229,595,00057
Non-managed Assets ($)$1,780,939,00076
Memoranda
Gross Fiduciary activities income$17,734,00074
2017-06-30Rank
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$1,946,000125
Number of Managed Accounts$1,700,000112
Number of Non-Managed Accounts$246,000127
Total fiduciary and related assets$5,877,892,00071
Managed Assets ($)$4,151,510,00057
Non-managed Assets ($)$1,726,382,00074
Memoranda
Gross Fiduciary activities income$11,849,00072
2017-03-31Rank
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$1,989,000118
Number of Managed Accounts$1,735,000106
Number of Non-Managed Accounts$254,000126
Total fiduciary and related assets$5,828,322,00070
Managed Assets ($)$4,038,300,00057
Non-managed Assets ($)$1,790,022,00071
Memoranda
Gross Fiduciary activities income$5,906,00075
2016-12-31Rank
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$2,048,000112
Number of Managed Accounts$1,793,000102
Number of Non-Managed Accounts$255,000150
Total fiduciary and related assets$5,737,144,00070
Managed Assets ($)$4,019,114,00057
Non-managed Assets ($)$1,718,030,00071
Memoranda
Gross Fiduciary activities income$23,613,00069
2016-09-30Rank
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$2,074,000110
Number of Managed Accounts$1,816,000100
Number of Non-Managed Accounts$258,000127
Total fiduciary and related assets$5,614,462,00070
Managed Assets ($)$4,081,548,00056
Non-managed Assets ($)$1,532,914,00083
Memoranda
Gross Fiduciary activities income$17,539,00069
2016-06-30Rank
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$2,069,000111
Number of Managed Accounts$1,813,000101
Number of Non-Managed Accounts$256,000127
Total fiduciary and related assets$6,142,966,00065
Managed Assets ($)$4,059,984,00055
Non-managed Assets ($)$2,082,982,00067
Memoranda
Gross Fiduciary activities income$11,677,00070
2016-03-31Rank
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$2,058,000111
Number of Managed Accounts$1,827,000102
Number of Non-Managed Accounts$231,000137
Total fiduciary and related assets$5,196,882,00072
Managed Assets ($)$3,962,768,00056
Non-managed Assets ($)$1,234,114,00089
Memoranda
Gross Fiduciary activities income$5,825,00068
2015-12-31Rank
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$2,098,000114
Number of Managed Accounts$1,862,00097
Number of Non-Managed Accounts$236,000160
Total fiduciary and related assets$5,574,576,00068
Managed Assets ($)$3,963,154,00054
Non-managed Assets ($)$1,611,422,00073
Memoranda
Gross Fiduciary activities income$22,965,00070
2015-09-30Rank
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$2,151,000109
Number of Managed Accounts$1,892,00097
Number of Non-Managed Accounts$259,000125
Total fiduciary and related assets$5,787,098,00066
Managed Assets ($)$4,132,924,00053
Non-managed Assets ($)$1,654,174,00074
Memoranda
Gross Fiduciary activities income$17,214,00070
2015-06-30Rank
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$2,174,000108
Number of Managed Accounts$1,903,00098
Number of Non-Managed Accounts$271,000124
Total fiduciary and related assets$5,834,186,00068
Managed Assets ($)$4,150,427,00056
Non-managed Assets ($)$1,683,759,00076
Memoranda
Gross Fiduciary activities income$11,338,00071
2015-03-31Rank
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$2,166,000110
Number of Managed Accounts$1,893,00096
Number of Non-Managed Accounts$273,000128
Total fiduciary and related assets$5,701,668,00070
Managed Assets ($)$4,025,269,00055
Non-managed Assets ($)$1,676,399,00077
Memoranda
Gross Fiduciary activities income$5,556,00071
2014-12-31Rank
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$2,507,00098
Number of Managed Accounts$2,214,00080
Number of Non-Managed Accounts$293,000151
Total fiduciary and related assets$5,621,376,00069
Managed Assets ($)$3,955,193,00055
Non-managed Assets ($)$1,666,183,00078
Memoranda
Gross Fiduciary activities income$22,962,00071
2014-09-30Rank
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$2,574,00091
Number of Managed Accounts$2,242,00078
Number of Non-Managed Accounts$332,000112
Total fiduciary and related assets$6,406,958,00064
Managed Assets ($)$3,967,496,00055
Non-managed Assets ($)$2,439,462,00065
Memoranda
Gross Fiduciary activities income$17,268,00071
2014-06-30Rank
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$2,618,00088
Number of Managed Accounts$2,284,00076
Number of Non-Managed Accounts$334,000109
Total fiduciary and related assets$6,410,055,00063
Managed Assets ($)$3,993,074,00054
Non-managed Assets ($)$2,416,981,00062
Memoranda
Gross Fiduciary activities income$11,181,00072
2014-03-31Rank
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$2,680,00089
Number of Managed Accounts$2,341,00076
Number of Non-Managed Accounts$339,000115
Total fiduciary and related assets$6,153,080,00064
Managed Assets ($)$3,765,397,00056
Non-managed Assets ($)$2,387,683,00063
Memoranda
Gross Fiduciary activities income$5,611,00073
2013-12-31Rank
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$2,761,00092
Number of Managed Accounts$2,412,00075
Number of Non-Managed Accounts$349,000130
Total fiduciary and related assets$6,030,482,00063
Managed Assets ($)$3,679,152,00055
Non-managed Assets ($)$2,351,330,00063
Memoranda
Gross Fiduciary activities income$23,594,00068
2013-09-30Rank
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$2,782,00088
Number of Managed Accounts$2,438,00073
Number of Non-Managed Accounts$344,000112
Total fiduciary and related assets$5,843,359,00065
Managed Assets ($)$3,624,886,00055
Non-managed Assets ($)$2,218,473,00065
Memoranda
Gross Fiduciary activities income$17,902,00067
2013-06-30Rank
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$2,799,00088
Number of Managed Accounts$2,445,00072
Number of Non-Managed Accounts$354,000111
Total fiduciary and related assets$5,898,658,00064
Managed Assets ($)$3,656,172,00056
Non-managed Assets ($)$2,242,486,00063
Memoranda
Gross Fiduciary activities income$11,863,00067
2013-03-31Rank
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$2,776,00085
Number of Managed Accounts$2,403,00071
Number of Non-Managed Accounts$373,000111
Total fiduciary and related assets$5,876,796,00064
Managed Assets ($)$3,678,489,00055
Non-managed Assets ($)$2,198,307,00064
Memoranda
Gross Fiduciary activities income$5,845,00067
2012-12-31Rank
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$2,821,00083
Number of Managed Accounts$2,435,00069
Number of Non-Managed Accounts$386,000130
Total fiduciary and related assets$5,645,379,00064
Managed Assets ($)$3,317,004,00057
Non-managed Assets ($)$2,328,375,00058
Memoranda
Gross Fiduciary activities income$22,705,00068
2012-09-30Rank
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$2,805,00082
Number of Managed Accounts$2,426,00068
Number of Non-Managed Accounts$379,000108
Total fiduciary and related assets$5,451,367,00064
Managed Assets ($)$3,374,213,00054
Non-managed Assets ($)$2,077,154,00061
Memoranda
Gross Fiduciary activities income$17,286,00067
2012-06-30Rank
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$2,845,00080
Number of Managed Accounts$2,465,00066
Number of Non-Managed Accounts$380,000109
Total fiduciary and related assets$5,323,939,00064
Managed Assets ($)$3,375,062,00054
Non-managed Assets ($)$1,948,877,00063
Memoranda
Gross Fiduciary activities income$11,613,00066
2012-03-31Rank
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$2,893,00080
Number of Managed Accounts$2,509,00064
Number of Non-Managed Accounts$384,000108
Total fiduciary and related assets$5,412,968,00064
Managed Assets ($)$3,456,606,00053
Non-managed Assets ($)$1,956,362,00061
Memoranda
Gross Fiduciary activities income$5,884,00064
2011-12-31Rank
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$2,957,00082
Number of Managed Accounts$2,562,00063
Number of Non-Managed Accounts$395,000129
Total fiduciary and related assets$5,200,058,00063
Managed Assets ($)$3,379,976,00053
Non-managed Assets ($)$1,820,082,00063
Memoranda
Gross Fiduciary activities income$23,821,00054
2011-09-30Rank
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$3,018,00080
Number of Managed Accounts$2,625,00064
Number of Non-Managed Accounts$393,000108
Total fiduciary and related assets$4,934,341,00065
Managed Assets ($)$3,133,284,00058
Non-managed Assets ($)$1,801,057,00063
Memoranda
Gross Fiduciary activities income$18,265,00054
2011-06-30Rank
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$2,998,00082
Number of Managed Accounts$2,580,00065
Number of Non-Managed Accounts$418,000108
Total fiduciary and related assets$5,157,502,00068
Managed Assets ($)$3,306,129,00060
Non-managed Assets ($)$1,851,373,00064
Memoranda
Gross Fiduciary activities income$12,095,00057
2011-03-31Rank
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$3,024,00081
Number of Managed Accounts$2,608,00063
Number of Non-Managed Accounts$416,000108
Total fiduciary and related assets$4,784,418,00068
Managed Assets ($)$3,340,793,00058
Non-managed Assets ($)$1,443,625,00074
Memoranda
Gross Fiduciary activities income$6,021,00055
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$3,030,00084
Number of Managed Accounts$2,622,00062
Number of Non-Managed Accounts$408,000132
Total fiduciary and related assets$4,727,208,00069
Managed Assets ($)$3,322,717,00058
Non-managed Assets ($)$1,404,491,00075
Memoranda
Gross Fiduciary activities income$22,578,00056
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$3,095,00079
Number of Managed Accounts$2,670,00061
Number of Non-Managed Accounts$425,000110
Total fiduciary and related assets$4,617,562,00067
Managed Assets ($)$3,240,832,00057
Non-managed Assets ($)$1,376,730,00073
Memoranda
Gross Fiduciary activities income$16,911,00056
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$3,222,00080
Number of Managed Accounts$2,734,00059
Number of Non-Managed Accounts$488,000103
Total fiduciary and related assets$4,493,179,00067
Managed Assets ($)$3,163,850,00058
Non-managed Assets ($)$1,329,329,00071
Memoranda
Gross Fiduciary activities income$11,240,00056
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$3,784,00072
Number of Managed Accounts$2,740,00058
Number of Non-Managed Accounts$1,044,00068
Total fiduciary and related assets$4,563,237,00068
Managed Assets ($)$3,246,293,00056
Non-managed Assets ($)$1,316,944,00074
Memoranda
Gross Fiduciary activities income$5,365,00054
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$3,800,00078
Number of Managed Accounts$2,750,00061
Number of Non-Managed Accounts$1,050,00077
Total fiduciary and related assets$4,939,326,00068
Managed Assets ($)$3,231,922,00057
Non-managed Assets ($)$1,707,404,00068
Memoranda
Gross Fiduciary activities income$22,961,00053
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$4,038,00073
Number of Managed Accounts$2,813,00059
Number of Non-Managed Accounts$1,225,00061
Total fiduciary and related assets$5,229,378,00066
Managed Assets ($)$3,503,966,00057
Non-managed Assets ($)$1,725,412,00066
Memoranda
Gross Fiduciary activities income$17,521,00054
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$4,104,00074
Number of Managed Accounts$2,861,00061
Number of Non-Managed Accounts$1,243,00060
Total fiduciary and related assets$5,132,959,00066
Managed Assets ($)$3,394,372,00056
Non-managed Assets ($)$1,738,587,00067
Memoranda
Gross Fiduciary activities income$11,709,00055
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$4,195,00069
Number of Managed Accounts$2,908,00060
Number of Non-Managed Accounts$1,287,00056
Total fiduciary and related assets$4,976,379,00067
Managed Assets ($)$3,297,591,00056
Non-managed Assets ($)$1,678,788,00064
Memoranda
Gross Fiduciary activities income$6,048,00054
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$4,327,00072
Number of Managed Accounts$2,904,00061
Number of Non-Managed Accounts$1,423,00065
Total fiduciary and related assets$5,273,186,00067
Managed Assets ($)$3,353,327,00056
Non-managed Assets ($)$1,919,859,00065
Memoranda
Gross Fiduciary activities income$29,180,00052
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$4,426,00065
Number of Managed Accounts$2,965,00061
Number of Non-Managed Accounts$1,461,00059
Total fiduciary and related assets$5,923,194,00069
Managed Assets ($)$3,635,386,00056
Non-managed Assets ($)$2,287,808,00062
Memoranda
Gross Fiduciary activities income$23,081,00054
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$4,365,00069
Number of Managed Accounts$2,912,00063
Number of Non-Managed Accounts$1,453,00062
Total fiduciary and related assets$6,181,360,00073
Managed Assets ($)$3,740,529,00059
Non-managed Assets ($)$2,440,831,00064
Memoranda
Gross Fiduciary activities income$14,683,00056
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$4,458,00065
Number of Managed Accounts$2,962,00064
Number of Non-Managed Accounts$1,496,00060
Total fiduciary and related assets$6,252,956,00074
Managed Assets ($)$3,838,324,00058
Non-managed Assets ($)$2,414,632,00065
Memoranda
Gross Fiduciary activities income$7,473,00056
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$4,564,00069
Number of Managed Accounts$2,988,00062
Number of Non-Managed Accounts$1,576,00061
Total fiduciary and related assets$6,892,272,00069
Managed Assets ($)$3,783,047,00060
Non-managed Assets ($)$3,109,225,00058
Memoranda
Gross Fiduciary activities income$28,002,00056
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$4,569,00064
Number of Managed Accounts$3,002,00060
Number of Non-Managed Accounts$1,567,00056
Total fiduciary and related assets$7,976,054,00065
Managed Assets ($)$4,859,581,00055
Non-managed Assets ($)$3,116,473,00059
Memoranda
Gross Fiduciary activities income$21,205,00055
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$2,862,00087
Number of Managed Accounts$2,444,00068
Number of Non-Managed Accounts$418,000122
Total fiduciary and related assets$4,994,725,00076
Managed Assets ($)$3,179,136,00064
Non-managed Assets ($)$1,815,589,00080
Memoranda
Gross Fiduciary activities income$11,071,00065
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$2,915,00084
Number of Managed Accounts$2,497,00066
Number of Non-Managed Accounts$418,000118
Total fiduciary and related assets$5,053,276,00076
Managed Assets ($)$3,284,936,00063
Non-managed Assets ($)$1,768,340,00082
Memoranda
Gross Fiduciary activities income$5,511,00065
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$2,918,00088
Number of Managed Accounts$2,502,00065
Number of Non-Managed Accounts$416,000143
Total fiduciary and related assets$4,941,493,00076
Managed Assets ($)$3,199,310,00063
Non-managed Assets ($)$1,742,183,00080
Memoranda
Gross Fiduciary activities income$22,687,00064
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$2,911,00091
Number of Managed Accounts$2,487,00070
Number of Non-Managed Accounts$424,000118
Total fiduciary and related assets$5,511,849,00078
Managed Assets ($)$3,717,159,00063
Non-managed Assets ($)$1,794,690,00079
Memoranda
Gross Fiduciary activities income$18,261,00067
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$2,888,00095
Number of Managed Accounts$2,464,00074
Number of Non-Managed Accounts$424,000124
Total fiduciary and related assets$5,571,279,00081
Managed Assets ($)$3,821,800,00067
Non-managed Assets ($)$1,749,479,00086
Memoranda
Gross Fiduciary activities income$12,296,00070
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$2,903,00095
Number of Managed Accounts$2,475,00071
Number of Non-Managed Accounts$428,000125
Total fiduciary and related assets$5,590,584,00081
Managed Assets ($)$3,851,549,00066
Non-managed Assets ($)$1,739,035,00083
Memoranda
Gross Fiduciary activities income$6,019,00067
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$2,916,000100
Number of Managed Accounts$2,487,00074
Number of Non-Managed Accounts$429,000146
Total fiduciary and related assets$5,412,673,00082
Managed Assets ($)$3,823,281,00068
Non-managed Assets ($)$1,589,392,00091
Memoranda
Gross Fiduciary activities income$3,152,000201
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$2,911,00094
Number of Managed Accounts$2,480,00073
Number of Non-Managed Accounts$431,000121
Total fiduciary and related assets$6,343,039,00080
Managed Assets ($)$4,725,626,00063
Non-managed Assets ($)$1,617,413,00089
Memoranda
Gross Fiduciary activities income$17,510,00069
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$2,952,00093
Number of Managed Accounts$2,524,00072
Number of Non-Managed Accounts$428,000124
Total fiduciary and related assets$6,239,727,00077
Managed Assets ($)$4,630,255,00061
Non-managed Assets ($)$1,609,472,00084
Memoranda
Gross Fiduciary activities income$11,550,00069
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$3,028,00095
Number of Managed Accounts$2,582,00073
Number of Non-Managed Accounts$446,000127
Total fiduciary and related assets$6,292,731,00077
Managed Assets ($)$4,698,031,00064
Non-managed Assets ($)$1,594,700,00088
Memoranda
Gross Fiduciary activities income$5,777,00071
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$3,021,000102
Number of Managed Accounts$2,569,00078
Number of Non-Managed Accounts$452,000154
Total fiduciary and related assets$6,412,198,00078
Managed Assets ($)$4,685,036,00065
Non-managed Assets ($)$1,727,162,00088
Memoranda
Gross Fiduciary activities income$23,273,00069
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$3,046,00095
Number of Managed Accounts$2,587,00074
Number of Non-Managed Accounts$459,000127
Total fiduciary and related assets$6,252,101,00077
Managed Assets ($)$4,618,486,00064
Non-managed Assets ($)$1,633,615,00089
Memoranda
Gross Fiduciary activities income$17,892,00068
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$3,162,00092
Number of Managed Accounts$2,688,00071
Number of Non-Managed Accounts$474,000127
Total fiduciary and related assets$6,341,856,00077
Managed Assets ($)$4,708,595,00064
Non-managed Assets ($)$1,633,261,00089
Memoranda
Gross Fiduciary activities income$12,053,00071
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$3,171,00094
Number of Managed Accounts$2,694,00071
Number of Non-Managed Accounts$477,000127
Total fiduciary and related assets$6,537,063,00076
Managed Assets ($)$4,897,619,00064
Non-managed Assets ($)$1,639,444,00090
Memoranda
Gross Fiduciary activities income$6,172,00071
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$3,187,00099
Number of Managed Accounts$2,692,00078
Number of Non-Managed Accounts$495,000153
Total fiduciary and related assets$6,405,282,00076
Managed Assets ($)$4,804,713,00065
Non-managed Assets ($)$1,600,569,00093
Memoranda
Gross Fiduciary activities income$23,520,00072
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$3,184,00097
Number of Managed Accounts$2,681,00073
Number of Non-Managed Accounts$503,000139
Total fiduciary and related assets$5,897,281,00079
Managed Assets ($)$4,631,851,00065
Non-managed Assets ($)$1,265,430,000109
Memoranda
Gross Fiduciary activities income$17,539,00074
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$3,195,00098
Number of Managed Accounts$2,677,00074
Number of Non-Managed Accounts$518,000134
Total fiduciary and related assets$5,880,283,00080
Managed Assets ($)$4,637,520,00066
Non-managed Assets ($)$1,242,763,000111
Memoranda
Gross Fiduciary activities income$11,624,00074
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$3,217,000100
Number of Managed Accounts$2,688,00078
Number of Non-Managed Accounts$529,000130
Total fiduciary and related assets$5,511,257,00083
Managed Assets ($)$4,348,792,00065
Non-managed Assets ($)$1,162,465,000111
Memoranda
Gross Fiduciary activities income$6,068,00073
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$3,269,000100
Number of Managed Accounts$2,703,00081
Number of Non-Managed Accounts$566,000142
Total fiduciary and related assets$5,518,798,00080
Managed Assets ($)$4,295,916,00064
Non-managed Assets ($)$1,222,882,000111
Memoranda
Gross Fiduciary activities income$24,394,00072
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$3,416,00089
Number of Managed Accounts$2,749,00074
Number of Non-Managed Accounts$667,000122
Total fiduciary and related assets$6,040,958,00076
Managed Assets ($)$4,621,874,00062
Non-managed Assets ($)$1,419,084,00094
Memoranda
Gross Fiduciary activities income$25,851,00072
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$26,906,00070
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$23,190,00088
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$15,135,000106
1997-12-31Rank
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$13,829,000112
1996-12-31Rank
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$12,630,000122
1995-12-31Rank
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$11,705,000137
1994-12-31Rank
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$12,420,000136
1993-12-31Rank
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$12,692,000131
1992-12-31Rank
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$11,743,000133