Home > Commerce Bank > Fiduciary and Related Services
Commerce Bank, Fiduciary and Related Services
| 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 | $537,000 | 304 |
| Number of Managed Accounts | $512,000 | 254 |
| Number of Non-Managed Accounts | $25,000 | 324 |
| Total fiduciary and related assets | $548,980,000 | 222 |
| Managed Assets ($) | $541,482,000 | 170 |
| Non-managed Assets ($) | $7,498,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,083,000 | 179 |
| 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 | $545,000 | 305 |
| Number of Managed Accounts | $517,000 | 252 |
| Number of Non-Managed Accounts | $28,000 | 322 |
| Total fiduciary and related assets | $585,342,000 | 227 |
| Managed Assets ($) | $577,421,000 | 174 |
| Non-managed Assets ($) | $7,921,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,039,000 | 182 |
| 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 | $541,000 | 307 |
| Number of Managed Accounts | $513,000 | 255 |
| Number of Non-Managed Accounts | $28,000 | 324 |
| Total fiduciary and related assets | $551,951,000 | 243 |
| Managed Assets ($) | $544,035,000 | 184 |
| Non-managed Assets ($) | $7,916,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 191 |
| 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 | $527,000 | 372 |
| Number of Managed Accounts | $498,000 | 281 |
| Number of Non-Managed Accounts | $29,000 | 688 |
| Total fiduciary and related assets | $530,920,000 | 251 |
| Managed Assets ($) | $524,025,000 | 189 |
| Non-managed Assets ($) | $6,895,000 | 712 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,731,000 | 190 |
| 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 | $526,000 | 298 |
| Number of Managed Accounts | $495,000 | 254 |
| Number of Non-Managed Accounts | $31,000 | 312 |
| Total fiduciary and related assets | $527,757,000 | 250 |
| Managed Assets ($) | $520,562,000 | 194 |
| Non-managed Assets ($) | $7,195,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,778,000 | 187 |
| 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 | $526,000 | 303 |
| Number of Managed Accounts | $495,000 | 256 |
| Number of Non-Managed Accounts | $31,000 | 320 |
| Total fiduciary and related assets | $519,960,000 | 260 |
| Managed Assets ($) | $512,314,000 | 199 |
| Non-managed Assets ($) | $7,646,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,860,000 | 192 |
| 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 | $508,000 | 307 |
| Number of Managed Accounts | $466,000 | 259 |
| Number of Non-Managed Accounts | $42,000 | 296 |
| Total fiduciary and related assets | $508,702,000 | 261 |
| Managed Assets ($) | $501,248,000 | 201 |
| Non-managed Assets ($) | $7,454,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 196 |
| 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 | $532,000 | 357 |
| Number of Managed Accounts | $488,000 | 285 |
| Number of Non-Managed Accounts | $44,000 | 589 |
| Total fiduciary and related assets | $497,101,000 | 261 |
| Managed Assets ($) | $489,252,000 | 203 |
| Non-managed Assets ($) | $7,849,000 | 699 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,472,000 | 188 |
| 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 | $534,000 | 303 |
| Number of Managed Accounts | $490,000 | 259 |
| Number of Non-Managed Accounts | $44,000 | 289 |
| Total fiduciary and related assets | $495,614,000 | 257 |
| Managed Assets ($) | $488,084,000 | 205 |
| Non-managed Assets ($) | $7,530,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,580,000 | 195 |
| 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 | $544,000 | 306 |
| Number of Managed Accounts | $495,000 | 264 |
| Number of Non-Managed Accounts | $49,000 | 292 |
| Total fiduciary and related assets | $476,426,000 | 265 |
| Managed Assets ($) | $469,178,000 | 207 |
| Non-managed Assets ($) | $7,248,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 202 |
| 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 | $548,000 | 306 |
| Number of Managed Accounts | $496,000 | 265 |
| Number of Non-Managed Accounts | $52,000 | 293 |
| Total fiduciary and related assets | $464,149,000 | 272 |
| Managed Assets ($) | $457,062,000 | 214 |
| Non-managed Assets ($) | $7,087,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $837,000 | 206 |
| 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 | $566,000 | 348 |
| Number of Managed Accounts | $512,000 | 282 |
| Number of Non-Managed Accounts | $54,000 | 561 |
| Total fiduciary and related assets | $427,217,000 | 283 |
| Managed Assets ($) | $420,081,000 | 220 |
| Non-managed Assets ($) | $7,136,000 | 717 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,174,000 | 200 |
| 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 | $548,000 | 296 |
| Number of Managed Accounts | $494,000 | 261 |
| Number of Non-Managed Accounts | $54,000 | 289 |
| Total fiduciary and related assets | $427,345,000 | 277 |
| Managed Assets ($) | $420,114,000 | 216 |
| Non-managed Assets ($) | $7,231,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,387,000 | 198 |
| 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 | $577,000 | 295 |
| Number of Managed Accounts | $520,000 | 254 |
| Number of Non-Managed Accounts | $57,000 | 289 |
| Total fiduciary and related assets | $428,365,000 | 269 |
| Managed Assets ($) | $421,355,000 | 217 |
| Non-managed Assets ($) | $7,010,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,581,000 | 200 |
| 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 | $595,000 | 291 |
| Number of Managed Accounts | $525,000 | 255 |
| Number of Non-Managed Accounts | $70,000 | 275 |
| Total fiduciary and related assets | $416,152,000 | 274 |
| Managed Assets ($) | $409,345,000 | 219 |
| Non-managed Assets ($) | $6,807,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $787,000 | 202 |
| 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 | $643,000 | 311 |
| Number of Managed Accounts | $573,000 | 253 |
| Number of Non-Managed Accounts | $70,000 | 498 |
| Total fiduciary and related assets | $440,650,000 | 264 |
| Managed Assets ($) | $433,279,000 | 207 |
| Non-managed Assets ($) | $7,371,000 | 701 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,189,000 | 200 |
| 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 | $659,000 | 269 |
| Number of Managed Accounts | $583,000 | 234 |
| Number of Non-Managed Accounts | $76,000 | 270 |
| Total fiduciary and related assets | $438,061,000 | 260 |
| Managed Assets ($) | $430,854,000 | 202 |
| Non-managed Assets ($) | $7,207,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,354,000 | 198 |
| 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 | $664,000 | 272 |
| Number of Managed Accounts | $577,000 | 235 |
| Number of Non-Managed Accounts | $87,000 | 271 |
| Total fiduciary and related assets | $434,799,000 | 262 |
| Managed Assets ($) | $426,639,000 | 204 |
| Non-managed Assets ($) | $8,160,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,573,000 | 204 |
| 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 | $652,000 | 273 |
| Number of Managed Accounts | $565,000 | 240 |
| Number of Non-Managed Accounts | $87,000 | 272 |
| Total fiduciary and related assets | $448,297,000 | 263 |
| Managed Assets ($) | $437,785,000 | 206 |
| Non-managed Assets ($) | $10,512,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 200 |
| 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 | $722,000 | 305 |
| Number of Managed Accounts | $634,000 | 236 |
| Number of Non-Managed Accounts | $88,000 | 463 |
| Total fiduciary and related assets | $438,466,000 | 274 |
| Managed Assets ($) | $426,250,000 | 212 |
| Non-managed Assets ($) | $12,216,000 | 619 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,128,000 | 198 |
| 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 | $731,000 | 273 |
| Number of Managed Accounts | $609,000 | 234 |
| Number of Non-Managed Accounts | $122,000 | 255 |
| Total fiduciary and related assets | $419,600,000 | 278 |
| Managed Assets ($) | $407,901,000 | 220 |
| Non-managed Assets ($) | $11,699,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,264,000 | 212 |
| 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 | $872,000 | 251 |
| Number of Managed Accounts | $675,000 | 221 |
| Number of Non-Managed Accounts | $197,000 | 216 |
| Total fiduciary and related assets | $420,990,000 | 282 |
| Managed Assets ($) | $402,936,000 | 223 |
| Non-managed Assets ($) | $18,054,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,473,000 | 218 |
| 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 | $840,000 | 260 |
| Number of Managed Accounts | $639,000 | 235 |
| Number of Non-Managed Accounts | $201,000 | 224 |
| Total fiduciary and related assets | $401,260,000 | 288 |
| Managed Assets ($) | $384,153,000 | 227 |
| Non-managed Assets ($) | $17,107,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 229 |
| 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 | $826,000 | 291 |
| Number of Managed Accounts | $626,000 | 257 |
| Number of Non-Managed Accounts | $200,000 | 295 |
| Total fiduciary and related assets | $397,817,000 | 291 |
| Managed Assets ($) | $378,053,000 | 229 |
| Non-managed Assets ($) | $19,764,000 | 508 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,101,000 | 218 |
| 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 | $832,000 | 270 |
| Number of Managed Accounts | $658,000 | 236 |
| Number of Non-Managed Accounts | $174,000 | 304 |
| Total fiduciary and related assets | $427,794,000 | 272 |
| Managed Assets ($) | $396,094,000 | 220 |
| Non-managed Assets ($) | $31,700,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,624,000 | 246 |
| 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 | $2,436,000 | 262 |
| 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 | $2,592,000 | 283 |
| 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 | $2,429,000 | 283 |
| 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 | $1,258,000 | 411 |
| 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 | $0 | 1,526 |
| 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 | $2,000 | 1,553 |
| 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 | $3,000 | 1,547 |
| 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 | $161,000 | 1,104 |
| 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 | $186,000 | 1,101 |