Home > Colorado State Bank and Trust, N. A. > Fiduciary and Related Services
Colorado State Bank and Trust, N. A., Fiduciary and Related Services
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,758,000 | 120 |
| Number of Managed Accounts | $1,313,000 | 122 |
| Number of Non-Managed Accounts | $445,000 | 123 |
| Total fiduciary and related assets | $1,592,492,000 | 127 |
| Managed Assets ($) | $1,175,410,000 | 109 |
| Non-managed Assets ($) | $417,082,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,947,000 | 91 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,758,000 | 112 |
| Number of Managed Accounts | $1,333,000 | 115 |
| Number of Non-Managed Accounts | $425,000 | 110 |
| Total fiduciary and related assets | $1,538,732,000 | 125 |
| Managed Assets ($) | $1,141,175,000 | 107 |
| Non-managed Assets ($) | $397,557,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,508,000 | 90 |
| 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 | $1,780,000 | 114 |
| Number of Managed Accounts | $1,337,000 | 113 |
| Number of Non-Managed Accounts | $443,000 | 110 |
| Total fiduciary and related assets | $1,481,331,000 | 119 |
| Managed Assets ($) | $1,099,064,000 | 104 |
| Non-managed Assets ($) | $382,267,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,212,000 | 90 |
| 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 | $1,694,000 | 124 |
| Number of Managed Accounts | $1,280,000 | 118 |
| Number of Non-Managed Accounts | $414,000 | 120 |
| Total fiduciary and related assets | $1,564,771,000 | 121 |
| Managed Assets ($) | $1,149,716,000 | 104 |
| Non-managed Assets ($) | $415,055,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,460,000 | 91 |
| 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 | $1,701,000 | 134 |
| Number of Managed Accounts | $1,286,000 | 124 |
| Number of Non-Managed Accounts | $415,000 | 148 |
| Total fiduciary and related assets | $1,530,108,000 | 122 |
| Managed Assets ($) | $1,121,464,000 | 105 |
| Non-managed Assets ($) | $408,644,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,310,000 | 96 |
| 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 | $1,633,000 | 130 |
| Number of Managed Accounts | $1,292,000 | 116 |
| Number of Non-Managed Accounts | $341,000 | 125 |
| Total fiduciary and related assets | $1,393,709,000 | 127 |
| Managed Assets ($) | $1,084,936,000 | 108 |
| Non-managed Assets ($) | $308,773,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,057,000 | 95 |
| 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 | $1,694,000 | 125 |
| Number of Managed Accounts | $1,341,000 | 120 |
| Number of Non-Managed Accounts | $353,000 | 127 |
| Total fiduciary and related assets | $1,320,470,000 | 129 |
| Managed Assets ($) | $1,022,443,000 | 111 |
| Non-managed Assets ($) | $298,027,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,790,000 | 96 |
| 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 | $1,631,000 | 124 |
| Number of Managed Accounts | $1,298,000 | 122 |
| Number of Non-Managed Accounts | $333,000 | 127 |
| Total fiduciary and related assets | $1,270,785,000 | 126 |
| Managed Assets ($) | $976,358,000 | 108 |
| Non-managed Assets ($) | $294,427,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,322,000 | 96 |
| 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 | $1,650,000 | 139 |
| Number of Managed Accounts | $1,322,000 | 127 |
| Number of Non-Managed Accounts | $328,000 | 171 |
| Total fiduciary and related assets | $1,321,637,000 | 130 |
| Managed Assets ($) | $1,022,008,000 | 108 |
| Non-managed Assets ($) | $299,629,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,966,000 | 100 |
| 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 | $1,608,000 | 132 |
| Number of Managed Accounts | $1,283,000 | 121 |
| Number of Non-Managed Accounts | $325,000 | 135 |
| Total fiduciary and related assets | $1,397,371,000 | 131 |
| Managed Assets ($) | $1,050,345,000 | 112 |
| Non-managed Assets ($) | $347,026,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,696,000 | 102 |
| 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 | $1,613,000 | 135 |
| Number of Managed Accounts | $1,271,000 | 123 |
| Number of Non-Managed Accounts | $342,000 | 136 |
| Total fiduciary and related assets | $1,431,753,000 | 139 |
| Managed Assets ($) | $1,054,063,000 | 118 |
| Non-managed Assets ($) | $377,690,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,313,000 | 102 |
| 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 | $1,562,000 | 141 |
| Number of Managed Accounts | $1,253,000 | 128 |
| Number of Non-Managed Accounts | $309,000 | 138 |
| Total fiduciary and related assets | $1,419,670,000 | 144 |
| Managed Assets ($) | $1,017,081,000 | 126 |
| Non-managed Assets ($) | $402,589,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,610,000 | 101 |
| 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 | $1,545,000 | 145 |
| Number of Managed Accounts | $1,235,000 | 130 |
| Number of Non-Managed Accounts | $310,000 | 184 |
| Total fiduciary and related assets | $1,524,161,000 | 139 |
| Managed Assets ($) | $1,108,275,000 | 121 |
| Non-managed Assets ($) | $415,886,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,955,000 | 101 |
| 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 | $1,515,000 | 139 |
| Number of Managed Accounts | $1,213,000 | 131 |
| Number of Non-Managed Accounts | $302,000 | 134 |
| Total fiduciary and related assets | $1,520,286,000 | 141 |
| Managed Assets ($) | $1,107,975,000 | 122 |
| Non-managed Assets ($) | $412,311,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,492,000 | 100 |
| 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 | $1,490,000 | 141 |
| Number of Managed Accounts | $1,194,000 | 135 |
| Number of Non-Managed Accounts | $296,000 | 140 |
| Total fiduciary and related assets | $1,420,778,000 | 151 |
| Managed Assets ($) | $1,073,618,000 | 130 |
| Non-managed Assets ($) | $347,160,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,034,000 | 103 |
| 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 | $1,539,000 | 136 |
| Number of Managed Accounts | $1,207,000 | 133 |
| Number of Non-Managed Accounts | $332,000 | 130 |
| Total fiduciary and related assets | $1,315,867,000 | 156 |
| Managed Assets ($) | $1,031,426,000 | 127 |
| Non-managed Assets ($) | $284,441,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,576,000 | 100 |
| 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 | $1,485,000 | 149 |
| Number of Managed Accounts | $1,205,000 | 135 |
| Number of Non-Managed Accounts | $280,000 | 193 |
| Total fiduciary and related assets | $1,259,641,000 | 163 |
| Managed Assets ($) | $1,022,565,000 | 128 |
| Non-managed Assets ($) | $237,076,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,091,000 | 105 |
| 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 | $1,431,000 | 152 |
| Number of Managed Accounts | $1,129,000 | 145 |
| Number of Non-Managed Accounts | $302,000 | 142 |
| Total fiduciary and related assets | $1,254,017,000 | 160 |
| Managed Assets ($) | $980,483,000 | 134 |
| Non-managed Assets ($) | $273,534,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,747,000 | 110 |
| 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 | $1,408,000 | 160 |
| Number of Managed Accounts | $1,105,000 | 151 |
| Number of Non-Managed Accounts | $303,000 | 149 |
| Total fiduciary and related assets | $1,231,339,000 | 166 |
| Managed Assets ($) | $955,228,000 | 133 |
| Non-managed Assets ($) | $276,111,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,688,000 | 114 |
| 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 | $1,446,000 | 154 |
| Number of Managed Accounts | $1,152,000 | 148 |
| Number of Non-Managed Accounts | $294,000 | 152 |
| Total fiduciary and related assets | $1,225,722,000 | 166 |
| Managed Assets ($) | $960,207,000 | 138 |
| Non-managed Assets ($) | $265,515,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,388,000 | 112 |
| 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 | $1,440,000 | 161 |
| Number of Managed Accounts | $1,159,000 | 148 |
| Number of Non-Managed Accounts | $281,000 | 199 |
| Total fiduciary and related assets | $1,168,833,000 | 169 |
| Managed Assets ($) | $917,449,000 | 141 |
| Non-managed Assets ($) | $251,384,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,584,000 | 121 |
| 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 | $1,416,000 | 149 |
| Number of Managed Accounts | $1,131,000 | 143 |
| Number of Non-Managed Accounts | $285,000 | 149 |
| Total fiduciary and related assets | $1,154,538,000 | 168 |
| Managed Assets ($) | $903,413,000 | 137 |
| Non-managed Assets ($) | $251,125,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,557,000 | 120 |
| 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 | $1,354,000 | 156 |
| Number of Managed Accounts | $1,083,000 | 147 |
| Number of Non-Managed Accounts | $271,000 | 156 |
| Total fiduciary and related assets | $1,073,510,000 | 166 |
| Managed Assets ($) | $860,055,000 | 138 |
| Non-managed Assets ($) | $213,455,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,732,000 | 118 |
| 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 | $1,291,000 | 167 |
| Number of Managed Accounts | $1,020,000 | 154 |
| Number of Non-Managed Accounts | $271,000 | 158 |
| Total fiduciary and related assets | $972,723,000 | 182 |
| Managed Assets ($) | $763,014,000 | 156 |
| Non-managed Assets ($) | $209,709,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 127 |
| 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 | $1,204,000 | 190 |
| Number of Managed Accounts | $933,000 | 166 |
| Number of Non-Managed Accounts | $271,000 | 207 |
| Total fiduciary and related assets | $972,926,000 | 182 |
| Managed Assets ($) | $752,360,000 | 151 |
| Non-managed Assets ($) | $220,566,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,561,000 | 126 |
| 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 | $1,160,000 | 183 |
| Number of Managed Accounts | $885,000 | 174 |
| Number of Non-Managed Accounts | $275,000 | 156 |
| Total fiduciary and related assets | $944,367,000 | 181 |
| Managed Assets ($) | $703,670,000 | 153 |
| Non-managed Assets ($) | $240,697,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,957,000 | 126 |
| 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 | $1,178,000 | 183 |
| Number of Managed Accounts | $927,000 | 167 |
| Number of Non-Managed Accounts | $251,000 | 167 |
| Total fiduciary and related assets | $928,253,000 | 183 |
| Managed Assets ($) | $685,971,000 | 155 |
| Non-managed Assets ($) | $242,282,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,314,000 | 128 |
| 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 | $1,190,000 | 177 |
| Number of Managed Accounts | $942,000 | 164 |
| Number of Non-Managed Accounts | $248,000 | 171 |
| Total fiduciary and related assets | $912,387,000 | 187 |
| Managed Assets ($) | $684,393,000 | 158 |
| Non-managed Assets ($) | $227,994,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 135 |
| 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 | $1,158,000 | 202 |
| Number of Managed Accounts | $913,000 | 180 |
| Number of Non-Managed Accounts | $245,000 | 245 |
| Total fiduciary and related assets | $871,980,000 | 192 |
| Managed Assets ($) | $658,152,000 | 167 |
| Non-managed Assets ($) | $213,828,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 296 |
| 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 | $1,117,000 | 200 |
| Number of Managed Accounts | $863,000 | 185 |
| Number of Non-Managed Accounts | $254,000 | 182 |
| Total fiduciary and related assets | $807,979,000 | 203 |
| Managed Assets ($) | $611,048,000 | 177 |
| Non-managed Assets ($) | $196,931,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 651 |
| 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 | $1,095,000 | 203 |
| Number of Managed Accounts | $844,000 | 189 |
| Number of Non-Managed Accounts | $251,000 | 190 |
| Total fiduciary and related assets | $774,240,000 | 212 |
| Managed Assets ($) | $572,394,000 | 187 |
| Non-managed Assets ($) | $201,846,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,756,000 | 154 |
| 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 | $1,064,000 | 214 |
| Number of Managed Accounts | $807,000 | 200 |
| Number of Non-Managed Accounts | $257,000 | 188 |
| Total fiduciary and related assets | $718,010,000 | 221 |
| Managed Assets ($) | $521,069,000 | 192 |
| Non-managed Assets ($) | $196,941,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 166 |
| 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 | $1,059,000 | 236 |
| Number of Managed Accounts | $810,000 | 212 |
| Number of Non-Managed Accounts | $249,000 | 256 |
| Total fiduciary and related assets | $731,254,000 | 221 |
| Managed Assets ($) | $524,753,000 | 194 |
| Non-managed Assets ($) | $206,501,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,282,000 | 159 |
| 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 | $914,000 | 246 |
| Number of Managed Accounts | $733,000 | 214 |
| Number of Non-Managed Accounts | $181,000 | 298 |
| Total fiduciary and related assets | $884,115,000 | 186 |
| Managed Assets ($) | $550,942,000 | 174 |
| Non-managed Assets ($) | $333,173,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,804,000 | 169 |
| 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 | $4,353,000 | 181 |
| 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 | $3,992,000 | 220 |
| 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 | $3,963,000 | 221 |
| 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 | $3,598,000 | 232 |
| 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 | $3,057,000 | 283 |
| 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 | $2,683,000 | 315 |
| 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 | $2,319,000 | 338 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,960,000 | 385 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,703,000 | 423 |