Home > Community Unity Bank > Number of Fiduciary and Related Asset Accounts

Community Unity Bank, Number of Fiduciary and Related Asset Accounts

2024-12-31Rank
Fiduciary powers granted$01,468
Fiduciary power exercised$01,099
Fiduciary or related activity$01,035
Number of Fiduciary Accounts and Related Asset Accounts$01,015
Number of Managed Accounts$0970
Personal Trust and Agency Accounts$0959
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0397
Employee Benefit-defined Benefit Accounts$0265
Number of other employee benefit and retirement-related accounts$0621
Corporate Trust and Agency Accounts$0186
Number of managed investment management and investment advisory agency accounts$0604
Number of foundation and endowment trust and agency accounts, managed assets$0503
Other Fiduciary Accounts$0247
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0549
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$0807
Personal Trust and Agency Accounts$0633
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0356
Employee Benefit-defined Benefit Accounts$0126
Number non-managed other employee benefit and retirement-related accounts$0614
Corporate Trust and Agency Accounts$0245
Number of investment management and advisory agency accounts, non-managed assets$0384
Number (#) individual retirement, health savings, and other similar accounts$0242
Other Fiduciary Accounts$0179
Memoranda
Custody and Safekeeping Accounts$0622
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0647
2024-09-30Rank
Fiduciary powers granted$01,475
Fiduciary power exercised$01,109
Fiduciary or related activity$01,051
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Personal Trust and Agency Accounts$0365
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0280
Employee Benefit-defined Benefit Accounts$0215
Number of other employee benefit and retirement-related accounts$0371
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0337
Number of foundation and endowment trust and agency accounts, managed assets$0303
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0366
Personal Trust and Agency Accounts$0312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0248
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$0249
Number (#) individual retirement, health savings, and other similar accounts$0191
Other Fiduciary Accounts$096
Memoranda
Custody and Safekeeping Accounts$0341
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0357
2024-06-30Rank
Fiduciary powers granted$01,477
Fiduciary power exercised$01,115
Fiduciary or related activity$01,054
Number of Fiduciary Accounts and Related Asset Accounts$0457
Number of Managed Accounts$0450
Personal Trust and Agency Accounts$0446
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0231
Number of other employee benefit and retirement-related accounts$0448
Corporate Trust and Agency Accounts$0118
Number of managed investment management and investment advisory agency accounts$0413
Number of foundation and endowment trust and agency accounts, managed assets$0361
Other Fiduciary Accounts$0163
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0392
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0436
Personal Trust and Agency Accounts$0365
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0129
Number non-managed other employee benefit and retirement-related accounts$0392
Corporate Trust and Agency Accounts$0173
Number of investment management and advisory agency accounts, non-managed assets$0294
Number (#) individual retirement, health savings, and other similar accounts$0212
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$0413
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0419
2024-03-31Rank
Fiduciary powers granted$01,483
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0376
Personal Trust and Agency Accounts$0382
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0289
Employee Benefit-defined Benefit Accounts$0172
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$0342
Number of foundation and endowment trust and agency accounts, managed assets$0307
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0371
Personal Trust and Agency Accounts$0322
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0303
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$0259
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$0351
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0355
2023-12-31Rank
Fiduciary powers granted$01,482
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Number of Fiduciary Accounts and Related Asset Accounts$01,035
Number of Managed Accounts$0982
Personal Trust and Agency Accounts$0969
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0412
Employee Benefit-defined Benefit Accounts$0229
Number of other employee benefit and retirement-related accounts$0628
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$0613
Number of foundation and endowment trust and agency accounts, managed assets$0500
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0548
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$0825
Personal Trust and Agency Accounts$0637
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0608
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$0396
Number (#) individual retirement, health savings, and other similar accounts$0247
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$0626
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0645
2023-09-30Rank
Fiduciary powers granted$01,485
Fiduciary power exercised$01,127
Fiduciary or related activity$01,071
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Personal Trust and Agency Accounts$0365
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0168
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0333
Number of foundation and endowment trust and agency accounts, managed assets$0298
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0317
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0365
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0158
Number non-managed other employee benefit and retirement-related accounts$0298
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$0194
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$0340
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2023-06-30Rank
Fiduciary powers granted$01,477
Fiduciary power exercised$01,118
Fiduciary or related activity$01,073
Number of Fiduciary Accounts and Related Asset Accounts$0448
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0437
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$0433
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$0399
Number of foundation and endowment trust and agency accounts, managed assets$0348
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0385
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0435
Personal Trust and Agency Accounts$0369
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$0382
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$0403
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0412