Home > Commerce Bank > Fiduciary and Related Services
Commerce Bank, Fiduciary and Related Services
| 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 | $2,518,000 | 94 |
| Number of Managed Accounts | $542,000 | 245 |
| Number of Non-Managed Accounts | $1,976,000 | 51 |
| Total fiduciary and related assets | $13,570,335,000 | 51 |
| Managed Assets ($) | $2,369,373,000 | 77 |
| Non-managed Assets ($) | $11,200,962,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,472,000 | 67 |
| 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 | $2,561,000 | 98 |
| Number of Managed Accounts | $552,000 | 262 |
| Number of Non-Managed Accounts | $2,009,000 | 54 |
| Total fiduciary and related assets | $14,049,101,000 | 50 |
| Managed Assets ($) | $2,423,105,000 | 77 |
| Non-managed Assets ($) | $11,625,996,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,253,000 | 87 |
| 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 | $2,552,000 | 90 |
| Number of Managed Accounts | $543,000 | 239 |
| Number of Non-Managed Accounts | $2,009,000 | 48 |
| Total fiduciary and related assets | $13,396,901,000 | 50 |
| Managed Assets ($) | $2,128,125,000 | 82 |
| Non-managed Assets ($) | $11,268,776,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,657,000 | 89 |
| 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 | $2,509,000 | 91 |
| Number of Managed Accounts | $528,000 | 244 |
| Number of Non-Managed Accounts | $1,981,000 | 49 |
| Total fiduciary and related assets | $13,562,300,000 | 53 |
| Managed Assets ($) | $2,065,171,000 | 84 |
| Non-managed Assets ($) | $11,497,129,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,402,000 | 91 |
| 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 | $2,491,000 | 89 |
| Number of Managed Accounts | $525,000 | 246 |
| Number of Non-Managed Accounts | $1,966,000 | 50 |
| Total fiduciary and related assets | $13,536,481,000 | 52 |
| Managed Assets ($) | $2,059,329,000 | 79 |
| Non-managed Assets ($) | $11,477,152,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,408,000 | 87 |
| 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 | $2,449,000 | 96 |
| Number of Managed Accounts | $494,000 | 281 |
| Number of Non-Managed Accounts | $1,955,000 | 55 |
| Total fiduciary and related assets | $13,564,369,000 | 51 |
| Managed Assets ($) | $1,953,566,000 | 81 |
| Non-managed Assets ($) | $11,610,803,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,331,000 | 90 |
| 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 | $2,402,000 | 98 |
| Number of Managed Accounts | $488,000 | 261 |
| Number of Non-Managed Accounts | $1,914,000 | 55 |
| Total fiduciary and related assets | $13,068,598,000 | 53 |
| Managed Assets ($) | $1,827,979,000 | 89 |
| Non-managed Assets ($) | $11,240,619,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,905,000 | 98 |
| 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 | $2,374,000 | 101 |
| Number of Managed Accounts | $461,000 | 273 |
| Number of Non-Managed Accounts | $1,913,000 | 55 |
| Total fiduciary and related assets | $13,315,122,000 | 52 |
| Managed Assets ($) | $1,808,734,000 | 93 |
| Non-managed Assets ($) | $11,506,388,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,642,000 | 104 |
| 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 | $2,350,000 | 103 |
| Number of Managed Accounts | $460,000 | 274 |
| Number of Non-Managed Accounts | $1,890,000 | 54 |
| Total fiduciary and related assets | $10,923,705,000 | 56 |
| Managed Assets ($) | $1,647,928,000 | 100 |
| Non-managed Assets ($) | $9,275,777,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 105 |
| 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 | $2,230,000 | 112 |
| Number of Managed Accounts | $456,000 | 310 |
| Number of Non-Managed Accounts | $1,774,000 | 60 |
| Total fiduciary and related assets | $11,090,520,000 | 55 |
| Managed Assets ($) | $1,699,019,000 | 97 |
| Non-managed Assets ($) | $9,391,501,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,101,000 | 105 |
| 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 | $2,170,000 | 109 |
| Number of Managed Accounts | $444,000 | 274 |
| Number of Non-Managed Accounts | $1,726,000 | 53 |
| Total fiduciary and related assets | $10,757,453,000 | 55 |
| Managed Assets ($) | $1,639,038,000 | 97 |
| Non-managed Assets ($) | $9,118,415,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,552,000 | 105 |
| 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 | $1,737,000 | 128 |
| Number of Managed Accounts | $433,000 | 280 |
| Number of Non-Managed Accounts | $1,304,000 | 60 |
| Total fiduciary and related assets | $8,961,007,000 | 66 |
| Managed Assets ($) | $1,606,900,000 | 94 |
| Non-managed Assets ($) | $7,354,107,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,535,000 | 108 |
| 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 | $1,699,000 | 133 |
| Number of Managed Accounts | $435,000 | 287 |
| Number of Non-Managed Accounts | $1,264,000 | 65 |
| Total fiduciary and related assets | $9,296,057,000 | 63 |
| Managed Assets ($) | $1,694,792,000 | 95 |
| Non-managed Assets ($) | $7,601,265,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,195,000 | 112 |
| 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 | $1,637,000 | 149 |
| Number of Managed Accounts | $393,000 | 340 |
| Number of Non-Managed Accounts | $1,244,000 | 76 |
| Total fiduciary and related assets | $7,255,891,000 | 75 |
| Managed Assets ($) | $1,631,809,000 | 99 |
| Non-managed Assets ($) | $5,624,082,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,950,000 | 111 |
| 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 | $1,624,000 | 139 |
| Number of Managed Accounts | $390,000 | 285 |
| Number of Non-Managed Accounts | $1,234,000 | 69 |
| Total fiduciary and related assets | $6,316,354,000 | 76 |
| Managed Assets ($) | $1,540,719,000 | 100 |
| Non-managed Assets ($) | $4,775,635,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,132,000 | 109 |
| 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 | $1,444,000 | 158 |
| Number of Managed Accounts | $361,000 | 292 |
| Number of Non-Managed Accounts | $1,083,000 | 80 |
| Total fiduciary and related assets | $2,986,789,000 | 105 |
| Managed Assets ($) | $1,345,150,000 | 107 |
| Non-managed Assets ($) | $1,641,639,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,920,000 | 108 |
| 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 | $1,435,000 | 156 |
| Number of Managed Accounts | $356,000 | 299 |
| Number of Non-Managed Accounts | $1,079,000 | 79 |
| Total fiduciary and related assets | $2,896,533,000 | 107 |
| Managed Assets ($) | $1,399,723,000 | 106 |
| Non-managed Assets ($) | $1,496,810,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,444,000 | 108 |
| 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 | $1,470,000 | 165 |
| Number of Managed Accounts | $337,000 | 382 |
| Number of Non-Managed Accounts | $1,133,000 | 85 |
| Total fiduciary and related assets | $5,712,154,000 | 83 |
| Managed Assets ($) | $1,315,712,000 | 112 |
| Non-managed Assets ($) | $4,396,442,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,743,000 | 116 |
| 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 | $1,426,000 | 163 |
| Number of Managed Accounts | $303,000 | 323 |
| Number of Non-Managed Accounts | $1,123,000 | 81 |
| Total fiduciary and related assets | $5,148,432,000 | 85 |
| Managed Assets ($) | $1,205,013,000 | 118 |
| Non-managed Assets ($) | $3,943,419,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,277,000 | 123 |
| 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 | $1,333,000 | 171 |
| Number of Managed Accounts | $303,000 | 326 |
| Number of Non-Managed Accounts | $1,030,000 | 89 |
| Total fiduciary and related assets | $4,947,277,000 | 88 |
| Managed Assets ($) | $1,144,147,000 | 120 |
| Non-managed Assets ($) | $3,803,130,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,887,000 | 131 |
| 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 | $1,896,000 | 139 |
| Number of Managed Accounts | $295,000 | 340 |
| Number of Non-Managed Accounts | $1,601,000 | 74 |
| Total fiduciary and related assets | $4,974,182,000 | 89 |
| Managed Assets ($) | $1,112,820,000 | 120 |
| Non-managed Assets ($) | $3,861,362,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,657,000 | 143 |
| 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 | $1,117,000 | 225 |
| Number of Managed Accounts | $267,000 | 465 |
| Number of Non-Managed Accounts | $850,000 | 113 |
| Total fiduciary and related assets | $4,349,282,000 | 92 |
| Managed Assets ($) | $1,070,623,000 | 124 |
| Non-managed Assets ($) | $3,278,659,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,396,000 | 144 |
| 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 | $152,000 | 766 |
| Number of Managed Accounts | $152,000 | 614 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $481,484,000 | 251 |
| Managed Assets ($) | $481,484,000 | 186 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,367,000 | 266 |
| 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 | $1,751,000 | 306 |
| 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 | $1,185,000 | 424 |
| 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 | $724,000 | 539 |
| 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 | $454,000 | 684 |
| 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 | $191,000 | 985 |
| 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 | $204,000 | 1,001 |
| 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 | $376,000 | 825 |
| 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 | $214,000 | 1,045 |
| 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 | $127,000 | 1,201 |