Home > Chevy Chase Bank, F.S.B. > Fiduciary and Related Services
Chevy Chase Bank, F.S.B., Fiduciary and Related Services
2009-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,285 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
Number of Managed Accounts | $0 | 392 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $0 | 391 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,301 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,325,000 | 106 |
Number of Managed Accounts | $1,793,000 | 93 |
Number of Non-Managed Accounts | $532,000 | 124 |
Total fiduciary and related assets | $6,804,380,000 | 61 |
Managed Assets ($) | $2,279,319,000 | 68 |
Non-managed Assets ($) | $4,525,061,000 | 48 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,302,000 | 99 |
Number of Managed Accounts | $1,778,000 | 92 |
Number of Non-Managed Accounts | $524,000 | 105 |
Total fiduciary and related assets | $7,893,398,000 | 60 |
Managed Assets ($) | $2,403,839,000 | 69 |
Non-managed Assets ($) | $5,489,559,000 | 46 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,287,000 | 102 |
Number of Managed Accounts | $1,758,000 | 94 |
Number of Non-Managed Accounts | $529,000 | 108 |
Total fiduciary and related assets | $8,385,803,000 | 64 |
Managed Assets ($) | $2,457,861,000 | 75 |
Non-managed Assets ($) | $5,927,942,000 | 49 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,265,000 | 104 |
Number of Managed Accounts | $1,746,000 | 93 |
Number of Non-Managed Accounts | $519,000 | 107 |
Total fiduciary and related assets | $8,537,278,000 | 64 |
Managed Assets ($) | $2,450,607,000 | 76 |
Non-managed Assets ($) | $6,086,671,000 | 48 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,236,000 | 108 |
Number of Managed Accounts | $1,711,000 | 95 |
Number of Non-Managed Accounts | $525,000 | 125 |
Total fiduciary and related assets | $9,012,380,000 | 60 |
Managed Assets ($) | $2,448,534,000 | 75 |
Non-managed Assets ($) | $6,563,846,000 | 45 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,211,000 | 102 |
Number of Managed Accounts | $1,686,000 | 93 |
Number of Non-Managed Accounts | $525,000 | 103 |
Total fiduciary and related assets | $9,104,906,000 | 60 |
Managed Assets ($) | $2,380,818,000 | 77 |
Non-managed Assets ($) | $6,724,088,000 | 45 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,182,000 | 106 |
Number of Managed Accounts | $1,664,000 | 92 |
Number of Non-Managed Accounts | $518,000 | 108 |
Total fiduciary and related assets | $8,827,882,000 | 64 |
Managed Assets ($) | $2,284,880,000 | 78 |
Non-managed Assets ($) | $6,543,002,000 | 50 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,158,000 | 104 |
Number of Managed Accounts | $1,647,000 | 91 |
Number of Non-Managed Accounts | $511,000 | 106 |
Total fiduciary and related assets | $8,401,470,000 | 64 |
Managed Assets ($) | $2,196,148,000 | 75 |
Non-managed Assets ($) | $6,205,322,000 | 48 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,092,000 | 112 |
Number of Managed Accounts | $1,633,000 | 95 |
Number of Non-Managed Accounts | $459,000 | 134 |
Total fiduciary and related assets | $8,395,205,000 | 64 |
Managed Assets ($) | $2,192,598,000 | 74 |
Non-managed Assets ($) | $6,202,607,000 | 48 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,057,000 | 115 |
Number of Managed Accounts | $1,610,000 | 99 |
Number of Non-Managed Accounts | $447,000 | 116 |
Total fiduciary and related assets | $7,971,260,000 | 68 |
Managed Assets ($) | $2,129,421,000 | 78 |
Non-managed Assets ($) | $5,841,839,000 | 52 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,014,000 | 120 |
Number of Managed Accounts | $1,579,000 | 107 |
Number of Non-Managed Accounts | $435,000 | 122 |
Total fiduciary and related assets | $7,613,665,000 | 73 |
Managed Assets ($) | $2,028,759,000 | 86 |
Non-managed Assets ($) | $5,584,906,000 | 52 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,013,000 | 119 |
Number of Managed Accounts | $1,564,000 | 106 |
Number of Non-Managed Accounts | $449,000 | 118 |
Total fiduciary and related assets | $7,692,019,000 | 73 |
Managed Assets ($) | $2,035,743,000 | 86 |
Non-managed Assets ($) | $5,656,276,000 | 52 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,962,000 | 127 |
Number of Managed Accounts | $1,522,000 | 110 |
Number of Non-Managed Accounts | $440,000 | 144 |
Total fiduciary and related assets | $7,477,125,000 | 72 |
Managed Assets ($) | $1,964,063,000 | 88 |
Non-managed Assets ($) | $5,513,062,000 | 52 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,322,000 | 163 |
Number of Managed Accounts | $768,000 | 194 |
Number of Non-Managed Accounts | $554,000 | 100 |
Total fiduciary and related assets | $6,349,378,000 | 79 |
Managed Assets ($) | $869,821,000 | 144 |
Non-managed Assets ($) | $5,479,557,000 | 51 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,299,000 | 166 |
Number of Managed Accounts | $737,000 | 200 |
Number of Non-Managed Accounts | $562,000 | 103 |
Total fiduciary and related assets | $5,720,617,000 | 78 |
Managed Assets ($) | $733,451,000 | 165 |
Non-managed Assets ($) | $4,987,166,000 | 52 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,262,000 | 171 |
Number of Managed Accounts | $718,000 | 200 |
Number of Non-Managed Accounts | $544,000 | 112 |
Total fiduciary and related assets | $5,529,334,000 | 81 |
Managed Assets ($) | $638,842,000 | 177 |
Non-managed Assets ($) | $4,890,492,000 | 53 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,196,000 | 191 |
Number of Managed Accounts | $699,000 | 210 |
Number of Non-Managed Accounts | $497,000 | 143 |
Total fiduciary and related assets | $5,623,759,000 | 82 |
Managed Assets ($) | $641,949,000 | 175 |
Non-managed Assets ($) | $4,981,810,000 | 55 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,189,000 | 178 |
Number of Managed Accounts | $694,000 | 202 |
Number of Non-Managed Accounts | $495,000 | 119 |
Total fiduciary and related assets | $5,188,706,000 | 82 |
Managed Assets ($) | $571,509,000 | 179 |
Non-managed Assets ($) | $4,617,197,000 | 56 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,166,000 | 185 |
Number of Managed Accounts | $679,000 | 207 |
Number of Non-Managed Accounts | $487,000 | 125 |
Total fiduciary and related assets | $5,204,328,000 | 84 |
Managed Assets ($) | $555,902,000 | 183 |
Non-managed Assets ($) | $4,648,426,000 | 59 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,127,000 | 187 |
Number of Managed Accounts | $645,000 | 216 |
Number of Non-Managed Accounts | $482,000 | 126 |
Total fiduciary and related assets | $5,022,470,000 | 84 |
Managed Assets ($) | $500,137,000 | 195 |
Non-managed Assets ($) | $4,522,333,000 | 58 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,083,000 | 216 |
Number of Managed Accounts | $616,000 | 246 |
Number of Non-Managed Accounts | $467,000 | 159 |
Total fiduciary and related assets | $4,972,574,000 | 88 |
Managed Assets ($) | $467,807,000 | 202 |
Non-managed Assets ($) | $4,504,767,000 | 61 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,052,000 | 210 |
Number of Managed Accounts | $604,000 | 238 |
Number of Non-Managed Accounts | $448,000 | 144 |
Total fiduciary and related assets | $4,408,363,000 | 94 |
Managed Assets ($) | $430,393,000 | 214 |
Non-managed Assets ($) | $3,977,970,000 | 64 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,018,000 | 221 |
Number of Managed Accounts | $578,000 | 250 |
Number of Non-Managed Accounts | $440,000 | 145 |
Total fiduciary and related assets | $4,262,385,000 | 96 |
Managed Assets ($) | $415,524,000 | 220 |
Non-managed Assets ($) | $3,846,861,000 | 68 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,000,000 | 228 |
Number of Managed Accounts | $572,000 | 256 |
Number of Non-Managed Accounts | $428,000 | 152 |
Total fiduciary and related assets | $3,665,478,000 | 100 |
Managed Assets ($) | $374,407,000 | 231 |
Non-managed Assets ($) | $3,291,071,000 | 73 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $955,000 | 263 |
Number of Managed Accounts | $556,000 | 286 |
Number of Non-Managed Accounts | $399,000 | 190 |
Total fiduciary and related assets | $3,868,755,000 | 98 |
Managed Assets ($) | $372,063,000 | 232 |
Non-managed Assets ($) | $3,496,692,000 | 67 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2001-12-31 | 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 | 1,869 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |