Home > Community First National Bank > Fiduciary and Related Services
Community First National Bank, Fiduciary and Related Services
| 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 | $2,040,000 | 115 |
| Number of Managed Accounts | $1,567,000 | 109 |
| Number of Non-Managed Accounts | $473,000 | 124 |
| Total fiduciary and related assets | $677,653,000 | 220 |
| Managed Assets ($) | $478,014,000 | 195 |
| Non-managed Assets ($) | $199,639,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,711,000 | 154 |
| 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 | $2,073,000 | 114 |
| Number of Managed Accounts | $1,580,000 | 107 |
| Number of Non-Managed Accounts | $493,000 | 122 |
| Total fiduciary and related assets | $657,817,000 | 224 |
| Managed Assets ($) | $483,452,000 | 196 |
| Non-managed Assets ($) | $174,365,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,570,000 | 155 |
| 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 | $2,112,000 | 113 |
| Number of Managed Accounts | $1,609,000 | 105 |
| Number of Non-Managed Accounts | $503,000 | 123 |
| Total fiduciary and related assets | $671,843,000 | 225 |
| Managed Assets ($) | $499,659,000 | 197 |
| Non-managed Assets ($) | $172,184,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,306,000 | 151 |
| 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 | $2,159,000 | 125 |
| Number of Managed Accounts | $1,615,000 | 111 |
| Number of Non-Managed Accounts | $544,000 | 146 |
| Total fiduciary and related assets | $664,862,000 | 228 |
| Managed Assets ($) | $499,355,000 | 195 |
| Non-managed Assets ($) | $165,507,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,264,000 | 148 |
| 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 | $2,169,000 | 123 |
| Number of Managed Accounts | $1,621,000 | 111 |
| Number of Non-Managed Accounts | $548,000 | 128 |
| Total fiduciary and related assets | $733,405,000 | 214 |
| Managed Assets ($) | $560,277,000 | 191 |
| Non-managed Assets ($) | $173,128,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,913,000 | 156 |
| 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 | $2,203,000 | 123 |
| Number of Managed Accounts | $1,643,000 | 113 |
| Number of Non-Managed Accounts | $560,000 | 125 |
| Total fiduciary and related assets | $725,292,000 | 222 |
| Managed Assets ($) | $551,217,000 | 191 |
| Non-managed Assets ($) | $174,075,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,727,000 | 156 |
| 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 | $2,346,000 | 124 |
| Number of Managed Accounts | $1,740,000 | 109 |
| Number of Non-Managed Accounts | $606,000 | 120 |
| Total fiduciary and related assets | $697,846,000 | 223 |
| Managed Assets ($) | $526,241,000 | 190 |
| Non-managed Assets ($) | $171,605,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,278,000 | 165 |
| 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 | $2,432,000 | 127 |
| Number of Managed Accounts | $1,805,000 | 110 |
| Number of Non-Managed Accounts | $627,000 | 132 |
| Total fiduciary and related assets | $798,670,000 | 209 |
| Managed Assets ($) | $542,173,000 | 187 |
| Non-managed Assets ($) | $256,497,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,404,000 | 156 |
| 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 | $2,383,000 | 111 |
| Number of Managed Accounts | $1,985,000 | 94 |
| Number of Non-Managed Accounts | $398,000 | 171 |
| Total fiduciary and related assets | $896,434,000 | 182 |
| Managed Assets ($) | $739,533,000 | 151 |
| Non-managed Assets ($) | $156,901,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,661,000 | 150 |
| 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 | $5,812,000 | 152 |
| 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 | $2,728,000 | 270 |
| 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 | $2,622,000 | 274 |
| 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 | $2,335,000 | 302 |
| 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 | $1,808,000 | 374 |
| 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 | $1,596,000 | 423 |
| 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 | $1,681,000 | 407 |
| 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 | $1,694,000 | 412 |
| 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 | $1,661,000 | 427 |