Home > Carolina First Bank > Fiduciary and Related Services
Carolina First Bank, Fiduciary and Related Services
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 | $770,000 | 243 |
Number of Managed Accounts | $647,000 | 214 |
Number of Non-Managed Accounts | $123,000 | 197 |
Total fiduciary and related assets | $642,285,000 | 190 |
Managed Assets ($) | $448,681,000 | 180 |
Non-managed Assets ($) | $193,604,000 | 158 |
Memoranda | ||
Gross Fiduciary activities income | $2,263,000 | 153 |
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 | $781,000 | 245 |
Number of Managed Accounts | $646,000 | 212 |
Number of Non-Managed Accounts | $135,000 | 189 |
Total fiduciary and related assets | $667,593,000 | 192 |
Managed Assets ($) | $463,916,000 | 183 |
Non-managed Assets ($) | $203,677,000 | 164 |
Memoranda | ||
Gross Fiduciary activities income | $1,102,000 | 156 |
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 | $783,000 | 273 |
Number of Managed Accounts | $647,000 | 232 |
Number of Non-Managed Accounts | $136,000 | 282 |
Total fiduciary and related assets | $655,824,000 | 196 |
Managed Assets ($) | $453,162,000 | 189 |
Non-managed Assets ($) | $202,662,000 | 163 |
Memoranda | ||
Gross Fiduciary activities income | $4,158,000 | 159 |
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 | $805,000 | 238 |
Number of Managed Accounts | $657,000 | 212 |
Number of Non-Managed Accounts | $148,000 | 180 |
Total fiduciary and related assets | $671,719,000 | 196 |
Managed Assets ($) | $454,091,000 | 190 |
Non-managed Assets ($) | $217,628,000 | 152 |
Memoranda | ||
Gross Fiduciary activities income | $3,234,000 | 154 |
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 | $832,000 | 238 |
Number of Managed Accounts | $676,000 | 211 |
Number of Non-Managed Accounts | $156,000 | 184 |
Total fiduciary and related assets | $661,963,000 | 189 |
Managed Assets ($) | $441,527,000 | 184 |
Non-managed Assets ($) | $220,436,000 | 149 |
Memoranda | ||
Gross Fiduciary activities income | $2,242,000 | 150 |
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 | $815,000 | 239 |
Number of Managed Accounts | $659,000 | 213 |
Number of Non-Managed Accounts | $156,000 | 178 |
Total fiduciary and related assets | $653,722,000 | 185 |
Managed Assets ($) | $415,635,000 | 185 |
Non-managed Assets ($) | $238,087,000 | 136 |
Memoranda | ||
Gross Fiduciary activities income | $1,109,000 | 149 |
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 | $833,000 | 268 |
Number of Managed Accounts | $661,000 | 228 |
Number of Non-Managed Accounts | $172,000 | 248 |
Total fiduciary and related assets | $724,025,000 | 183 |
Managed Assets ($) | $492,092,000 | 173 |
Non-managed Assets ($) | $231,933,000 | 150 |
Memoranda | ||
Gross Fiduciary activities income | $5,030,000 | 151 |
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 | $851,000 | 236 |
Number of Managed Accounts | $675,000 | 205 |
Number of Non-Managed Accounts | $176,000 | 174 |
Total fiduciary and related assets | $906,458,000 | 176 |
Managed Assets ($) | $535,691,000 | 174 |
Non-managed Assets ($) | $370,767,000 | 129 |
Memoranda | ||
Gross Fiduciary activities income | $5,250,000 | 126 |
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 | $859,000 | 241 |
Number of Managed Accounts | $688,000 | 209 |
Number of Non-Managed Accounts | $171,000 | 179 |
Total fiduciary and related assets | $920,389,000 | 182 |
Managed Assets ($) | $528,693,000 | 183 |
Non-managed Assets ($) | $391,696,000 | 132 |
Memoranda | ||
Gross Fiduciary activities income | $3,523,000 | 128 |
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 | $1,782,000 | 128 |
Number of Managed Accounts | $1,418,000 | 107 |
Number of Non-Managed Accounts | $364,000 | 131 |
Total fiduciary and related assets | $2,008,336,000 | 119 |
Managed Assets ($) | $1,164,150,000 | 115 |
Non-managed Assets ($) | $844,186,000 | 112 |
Memoranda | ||
Gross Fiduciary activities income | $1,267,000 | 156 |
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 | $908,000 | 252 |
Number of Managed Accounts | $725,000 | 212 |
Number of Non-Managed Accounts | $183,000 | 246 |
Total fiduciary and related assets | $1,050,839,000 | 176 |
Managed Assets ($) | $603,665,000 | 171 |
Non-managed Assets ($) | $447,174,000 | 131 |
Memoranda | ||
Gross Fiduciary activities income | $5,205,000 | 156 |
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 | $925,000 | 221 |
Number of Managed Accounts | $743,000 | 195 |
Number of Non-Managed Accounts | $182,000 | 169 |
Total fiduciary and related assets | $1,139,521,000 | 165 |
Managed Assets ($) | $632,146,000 | 171 |
Non-managed Assets ($) | $507,375,000 | 125 |
Memoranda | ||
Gross Fiduciary activities income | $3,964,000 | 151 |
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 | $887,000 | 233 |
Number of Managed Accounts | $701,000 | 210 |
Number of Non-Managed Accounts | $186,000 | 171 |
Total fiduciary and related assets | $1,120,355,000 | 174 |
Managed Assets ($) | $578,726,000 | 186 |
Non-managed Assets ($) | $541,629,000 | 132 |
Memoranda | ||
Gross Fiduciary activities income | $2,521,000 | 162 |
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 | $902,000 | 228 |
Number of Managed Accounts | $710,000 | 208 |
Number of Non-Managed Accounts | $192,000 | 171 |
Total fiduciary and related assets | $1,225,979,000 | 165 |
Managed Assets ($) | $581,667,000 | 183 |
Non-managed Assets ($) | $644,312,000 | 125 |
Memoranda | ||
Gross Fiduciary activities income | $1,200,000 | 163 |
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 | $895,000 | 248 |
Number of Managed Accounts | $704,000 | 217 |
Number of Non-Managed Accounts | $191,000 | 242 |
Total fiduciary and related assets | $1,268,701,000 | 161 |
Managed Assets ($) | $580,575,000 | 183 |
Non-managed Assets ($) | $688,126,000 | 120 |
Memoranda | ||
Gross Fiduciary activities income | $4,849,000 | 157 |
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 | $924,000 | 219 |
Number of Managed Accounts | $728,000 | 206 |
Number of Non-Managed Accounts | $196,000 | 180 |
Total fiduciary and related assets | $1,368,002,000 | 151 |
Managed Assets ($) | $576,727,000 | 185 |
Non-managed Assets ($) | $791,275,000 | 113 |
Memoranda | ||
Gross Fiduciary activities income | $3,705,000 | 161 |
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 | $949,000 | 217 |
Number of Managed Accounts | $756,000 | 204 |
Number of Non-Managed Accounts | $193,000 | 189 |
Total fiduciary and related assets | $1,362,449,000 | 156 |
Managed Assets ($) | $560,446,000 | 191 |
Non-managed Assets ($) | $802,003,000 | 120 |
Memoranda | ||
Gross Fiduciary activities income | $2,520,000 | 166 |
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 | $1,008,000 | 206 |
Number of Managed Accounts | $812,000 | 195 |
Number of Non-Managed Accounts | $196,000 | 193 |
Total fiduciary and related assets | $1,355,987,000 | 155 |
Managed Assets ($) | $575,745,000 | 189 |
Non-managed Assets ($) | $780,242,000 | 123 |
Memoranda | ||
Gross Fiduciary activities income | $1,162,000 | 168 |
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 | $1,022,000 | 220 |
Number of Managed Accounts | $839,000 | 193 |
Number of Non-Managed Accounts | $183,000 | 268 |
Total fiduciary and related assets | $1,357,551,000 | 153 |
Managed Assets ($) | $579,029,000 | 190 |
Non-managed Assets ($) | $778,522,000 | 122 |
Memoranda | ||
Gross Fiduciary activities income | $4,016,000 | 180 |
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 | $1,038,000 | 190 |
Number of Managed Accounts | $857,000 | 179 |
Number of Non-Managed Accounts | $181,000 | 194 |
Total fiduciary and related assets | $1,295,844,000 | 158 |
Managed Assets ($) | $520,606,000 | 194 |
Non-managed Assets ($) | $775,238,000 | 119 |
Memoranda | ||
Gross Fiduciary activities income | $2,982,000 | 179 |
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 | $1,035,000 | 195 |
Number of Managed Accounts | $859,000 | 177 |
Number of Non-Managed Accounts | $176,000 | 200 |
Total fiduciary and related assets | $1,383,117,000 | 149 |
Managed Assets ($) | $529,905,000 | 195 |
Non-managed Assets ($) | $853,212,000 | 115 |
Memoranda | ||
Gross Fiduciary activities income | $1,964,000 | 179 |
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 | $977,000 | 206 |
Number of Managed Accounts | $809,000 | 185 |
Number of Non-Managed Accounts | $168,000 | 204 |
Total fiduciary and related assets | $1,457,711,000 | 147 |
Managed Assets ($) | $534,978,000 | 195 |
Non-managed Assets ($) | $922,733,000 | 115 |
Memoranda | ||
Gross Fiduciary activities income | $931,000 | 186 |
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 | $943,000 | 229 |
Number of Managed Accounts | $785,000 | 196 |
Number of Non-Managed Accounts | $158,000 | 304 |
Total fiduciary and related assets | $1,510,377,000 | 144 |
Managed Assets ($) | $476,400,000 | 201 |
Non-managed Assets ($) | $1,033,977,000 | 110 |
Memoranda | ||
Gross Fiduciary activities income | $3,702,000 | 183 |
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 | $944,000 | 209 |
Number of Managed Accounts | $770,000 | 193 |
Number of Non-Managed Accounts | $174,000 | 202 |
Total fiduciary and related assets | $1,515,833,000 | 145 |
Managed Assets ($) | $445,187,000 | 200 |
Non-managed Assets ($) | $1,070,646,000 | 110 |
Memoranda | ||
Gross Fiduciary activities income | $2,704,000 | 182 |
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 | $921,000 | 221 |
Number of Managed Accounts | $766,000 | 193 |
Number of Non-Managed Accounts | $155,000 | 225 |
Total fiduciary and related assets | $1,425,122,000 | 150 |
Managed Assets ($) | $481,725,000 | 198 |
Non-managed Assets ($) | $943,397,000 | 116 |
Memoranda | ||
Gross Fiduciary activities income | $1,881,000 | 182 |
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 | $910,000 | 220 |
Number of Managed Accounts | $745,000 | 195 |
Number of Non-Managed Accounts | $165,000 | 217 |
Total fiduciary and related assets | $1,359,241,000 | 152 |
Managed Assets ($) | $467,205,000 | 203 |
Non-managed Assets ($) | $892,036,000 | 116 |
Memoranda | ||
Gross Fiduciary activities income | $886,000 | 186 |
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 | $985,000 | 241 |
Number of Managed Accounts | $780,000 | 199 |
Number of Non-Managed Accounts | $205,000 | 269 |
Total fiduciary and related assets | $1,437,456,000 | 153 |
Managed Assets ($) | $462,250,000 | 206 |
Non-managed Assets ($) | $975,206,000 | 119 |
Memoranda | ||
Gross Fiduciary activities income | $3,237,000 | 196 |
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 | $945,000 | 230 |
Number of Managed Accounts | $752,000 | 202 |
Number of Non-Managed Accounts | $193,000 | 211 |
Total fiduciary and related assets | $1,138,822,000 | 171 |
Managed Assets ($) | $428,431,000 | 215 |
Non-managed Assets ($) | $710,391,000 | 133 |
Memoranda | ||
Gross Fiduciary activities income | $2,509,000 | 200 |
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 | $991,000 | 227 |
Number of Managed Accounts | $811,000 | 192 |
Number of Non-Managed Accounts | $180,000 | 229 |
Total fiduciary and related assets | $1,170,586,000 | 172 |
Managed Assets ($) | $443,825,000 | 207 |
Non-managed Assets ($) | $726,761,000 | 132 |
Memoranda | ||
Gross Fiduciary activities income | $1,786,000 | 193 |
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 | $857,000 | 257 |
Number of Managed Accounts | $790,000 | 206 |
Number of Non-Managed Accounts | $67,000 | 311 |
Total fiduciary and related assets | $1,155,094,000 | 173 |
Managed Assets ($) | $403,027,000 | 215 |
Non-managed Assets ($) | $752,067,000 | 132 |
Memoranda | ||
Gross Fiduciary activities income | $863,000 | 203 |
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 | $976,000 | 259 |
Number of Managed Accounts | $806,000 | 213 |
Number of Non-Managed Accounts | $170,000 | 318 |
Total fiduciary and related assets | $1,169,885,000 | 172 |
Managed Assets ($) | $399,048,000 | 221 |
Non-managed Assets ($) | $770,837,000 | 133 |
Memoranda | ||
Gross Fiduciary activities income | $3,039,000 | 222 |
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 | $891,000 | 249 |
Number of Managed Accounts | $846,000 | 186 |
Number of Non-Managed Accounts | $45,000 | 621 |
Total fiduciary and related assets | $556,104,000 | 233 |
Managed Assets ($) | $452,889,000 | 198 |
Non-managed Assets ($) | $103,215,000 | 242 |
Memoranda | ||
Gross Fiduciary activities income | $3,417,000 | 216 |
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 | $5,305,000 | 159 |
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 | $1,295,000 | 402 |
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 | $1,586,000 | 361 |
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 | $1,407,000 | 390 |
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 | $1,313,000 | 444 |
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 | $1,097,000 | 516 |
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 | $949,000 | 536 |
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 | $564,000 | 720 |
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 | $429,000 | 814 |