Home > Citizens Bank of Rhode Island > Fiduciary and Related Services
Citizens Bank of Rhode Island, Fiduciary and Related Services
| 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 | $1,270,000 | 168 |
| Number of Managed Accounts | $1,113,000 | 142 |
| Number of Non-Managed Accounts | $157,000 | 190 |
| Total fiduciary and related assets | $2,163,971,000 | 123 |
| Managed Assets ($) | $1,375,240,000 | 111 |
| Non-managed Assets ($) | $788,731,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,902,000 | 106 |
| 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 | $1,273,000 | 168 |
| Number of Managed Accounts | $1,116,000 | 140 |
| Number of Non-Managed Accounts | $157,000 | 191 |
| Total fiduciary and related assets | $2,105,470,000 | 120 |
| Managed Assets ($) | $1,344,948,000 | 109 |
| Non-managed Assets ($) | $760,522,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,336,000 | 107 |
| 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 | $1,220,000 | 188 |
| Number of Managed Accounts | $1,064,000 | 149 |
| Number of Non-Managed Accounts | $156,000 | 278 |
| Total fiduciary and related assets | $2,039,578,000 | 119 |
| Managed Assets ($) | $1,431,093,000 | 104 |
| Non-managed Assets ($) | $608,485,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,390,000 | 111 |
| 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 | $1,204,000 | 179 |
| Number of Managed Accounts | $1,044,000 | 152 |
| Number of Non-Managed Accounts | $160,000 | 199 |
| Total fiduciary and related assets | $1,901,869,000 | 125 |
| Managed Assets ($) | $1,348,422,000 | 109 |
| Non-managed Assets ($) | $553,447,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,189,000 | 116 |
| 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 | $1,198,000 | 182 |
| Number of Managed Accounts | $1,038,000 | 156 |
| Number of Non-Managed Accounts | $160,000 | 205 |
| Total fiduciary and related assets | $1,747,669,000 | 134 |
| Managed Assets ($) | $1,217,523,000 | 116 |
| Non-managed Assets ($) | $530,146,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,137,000 | 121 |
| 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 | $2,408,000 | 101 |
| Number of Managed Accounts | $2,078,000 | 84 |
| Number of Non-Managed Accounts | $330,000 | 145 |
| Total fiduciary and related assets | $3,765,179,000 | 93 |
| Managed Assets ($) | $2,671,221,000 | 75 |
| Non-managed Assets ($) | $1,093,958,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,029,000 | 120 |
| 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 | $1,213,000 | 186 |
| Number of Managed Accounts | $1,050,000 | 156 |
| Number of Non-Managed Accounts | $163,000 | 288 |
| Total fiduciary and related assets | $1,999,245,000 | 124 |
| Managed Assets ($) | $1,467,416,000 | 102 |
| Non-managed Assets ($) | $531,829,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,256,000 | 114 |
| 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 | $1,231,000 | 170 |
| Number of Managed Accounts | $1,067,000 | 147 |
| Number of Non-Managed Accounts | $164,000 | 204 |
| Total fiduciary and related assets | $2,070,960,000 | 122 |
| Managed Assets ($) | $1,511,938,000 | 100 |
| Non-managed Assets ($) | $559,022,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,278,000 | 112 |
| 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 | $1,241,000 | 171 |
| Number of Managed Accounts | $1,076,000 | 148 |
| Number of Non-Managed Accounts | $165,000 | 208 |
| Total fiduciary and related assets | $1,974,024,000 | 119 |
| Managed Assets ($) | $1,493,499,000 | 98 |
| Non-managed Assets ($) | $480,525,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,228,000 | 111 |
| 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 | $1,220,000 | 177 |
| Number of Managed Accounts | $1,053,000 | 150 |
| Number of Non-Managed Accounts | $167,000 | 205 |
| Total fiduciary and related assets | $1,966,628,000 | 124 |
| Managed Assets ($) | $1,501,377,000 | 104 |
| Non-managed Assets ($) | $465,251,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,022,000 | 117 |
| 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 | $1,231,000 | 187 |
| Number of Managed Accounts | $1,063,000 | 151 |
| Number of Non-Managed Accounts | $168,000 | 292 |
| Total fiduciary and related assets | $1,965,544,000 | 128 |
| Managed Assets ($) | $1,509,229,000 | 104 |
| Non-managed Assets ($) | $456,315,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,868,000 | 117 |
| 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 | $1,256,000 | 174 |
| Number of Managed Accounts | $1,095,000 | 147 |
| Number of Non-Managed Accounts | $161,000 | 215 |
| Total fiduciary and related assets | $1,782,289,000 | 131 |
| Managed Assets ($) | $1,318,378,000 | 110 |
| Non-managed Assets ($) | $463,911,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,879,000 | 119 |
| 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 | $1,254,000 | 173 |
| Number of Managed Accounts | $1,095,000 | 147 |
| Number of Non-Managed Accounts | $159,000 | 221 |
| Total fiduciary and related assets | $1,742,453,000 | 133 |
| Managed Assets ($) | $1,344,766,000 | 108 |
| Non-managed Assets ($) | $397,687,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,863,000 | 124 |
| 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 | $1,253,000 | 171 |
| Number of Managed Accounts | $1,095,000 | 146 |
| Number of Non-Managed Accounts | $158,000 | 221 |
| Total fiduciary and related assets | $1,759,411,000 | 138 |
| Managed Assets ($) | $1,370,492,000 | 107 |
| Non-managed Assets ($) | $388,919,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,852,000 | 125 |
| 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 | $1,247,000 | 189 |
| Number of Managed Accounts | $1,086,000 | 153 |
| Number of Non-Managed Accounts | $161,000 | 316 |
| Total fiduciary and related assets | $1,708,672,000 | 142 |
| Managed Assets ($) | $1,341,294,000 | 111 |
| Non-managed Assets ($) | $367,378,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,039,000 | 121 |
| 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 | $1,271,000 | 180 |
| Number of Managed Accounts | $1,095,000 | 151 |
| Number of Non-Managed Accounts | $176,000 | 219 |
| Total fiduciary and related assets | $1,641,762,000 | 146 |
| Managed Assets ($) | $1,240,887,000 | 115 |
| Non-managed Assets ($) | $400,875,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,138,000 | 125 |
| 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 | $1,269,000 | 183 |
| Number of Managed Accounts | $1,076,000 | 156 |
| Number of Non-Managed Accounts | $193,000 | 219 |
| Total fiduciary and related assets | $1,704,230,000 | 147 |
| Managed Assets ($) | $1,267,890,000 | 114 |
| Non-managed Assets ($) | $436,340,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,210,000 | 123 |
| 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 | $1,844,000 | 143 |
| Number of Managed Accounts | $1,091,000 | 158 |
| Number of Non-Managed Accounts | $753,000 | 109 |
| Total fiduciary and related assets | $3,377,536,000 | 103 |
| Managed Assets ($) | $1,220,690,000 | 117 |
| Non-managed Assets ($) | $2,156,846,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,065,000 | 128 |
| 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 | $1,884,000 | 148 |
| Number of Managed Accounts | $1,119,000 | 165 |
| Number of Non-Managed Accounts | $765,000 | 119 |
| Total fiduciary and related assets | $3,284,443,000 | 106 |
| Managed Assets ($) | $1,271,345,000 | 117 |
| Non-managed Assets ($) | $2,013,098,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,173,000 | 123 |
| 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 | $1,946,000 | 130 |
| Number of Managed Accounts | $1,186,000 | 143 |
| Number of Non-Managed Accounts | $760,000 | 111 |
| Total fiduciary and related assets | $3,079,884,000 | 96 |
| Managed Assets ($) | $1,239,720,000 | 114 |
| Non-managed Assets ($) | $1,840,164,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,110,000 | 124 |
| 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 | $10,148,000 | 115 |
| 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 | $10,356,000 | 133 |
| 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 | $10,340,000 | 135 |
| 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 | $8,674,000 | 144 |
| 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 | $1,000 | 1,500 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |