Home > Cosmopolitan Bank and Trust > Fiduciary and Related Services
Cosmopolitan Bank and Trust, Fiduciary and Related Services
| 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 | $879,000 | 255 |
| Number of Managed Accounts | $696,000 | 225 |
| Number of Non-Managed Accounts | $183,000 | 268 |
| Total fiduciary and related assets | $492,971,000 | 256 |
| Managed Assets ($) | $333,294,000 | 249 |
| Non-managed Assets ($) | $159,677,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,394,000 | 239 |
| 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 | $860,000 | 234 |
| Number of Managed Accounts | $685,000 | 216 |
| Number of Non-Managed Accounts | $175,000 | 196 |
| Total fiduciary and related assets | $485,857,000 | 253 |
| Managed Assets ($) | $330,132,000 | 248 |
| Non-managed Assets ($) | $155,725,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 241 |
| 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 | $868,000 | 230 |
| Number of Managed Accounts | $681,000 | 212 |
| Number of Non-Managed Accounts | $187,000 | 195 |
| Total fiduciary and related assets | $455,392,000 | 258 |
| Managed Assets ($) | $319,953,000 | 249 |
| Non-managed Assets ($) | $135,439,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,127,000 | 242 |
| 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 | $800,000 | 242 |
| Number of Managed Accounts | $677,000 | 212 |
| Number of Non-Managed Accounts | $123,000 | 233 |
| Total fiduciary and related assets | $434,770,000 | 270 |
| Managed Assets ($) | $304,450,000 | 252 |
| Non-managed Assets ($) | $130,320,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $519,000 | 263 |
| 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 | $926,000 | 234 |
| Number of Managed Accounts | $681,000 | 222 |
| Number of Non-Managed Accounts | $245,000 | 222 |
| Total fiduciary and related assets | $428,202,000 | 272 |
| Managed Assets ($) | $297,353,000 | 257 |
| Non-managed Assets ($) | $130,849,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,299,000 | 235 |
| 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 | $925,000 | 217 |
| Number of Managed Accounts | $678,000 | 211 |
| Number of Non-Managed Accounts | $247,000 | 164 |
| Total fiduciary and related assets | $397,157,000 | 272 |
| Managed Assets ($) | $287,680,000 | 255 |
| Non-managed Assets ($) | $109,477,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,669,000 | 245 |
| 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 | $912,000 | 224 |
| Number of Managed Accounts | $675,000 | 208 |
| Number of Non-Managed Accounts | $237,000 | 178 |
| Total fiduciary and related assets | $389,479,000 | 278 |
| Managed Assets ($) | $279,885,000 | 260 |
| Non-managed Assets ($) | $109,594,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,126,000 | 245 |
| 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 | $893,000 | 224 |
| Number of Managed Accounts | $654,000 | 214 |
| Number of Non-Managed Accounts | $239,000 | 177 |
| Total fiduciary and related assets | $388,634,000 | 282 |
| Managed Assets ($) | $275,024,000 | 262 |
| Non-managed Assets ($) | $113,610,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 258 |
| 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 | $882,000 | 259 |
| Number of Managed Accounts | $625,000 | 240 |
| Number of Non-Managed Accounts | $257,000 | 233 |
| Total fiduciary and related assets | $372,268,000 | 298 |
| Managed Assets ($) | $263,266,000 | 270 |
| Non-managed Assets ($) | $109,002,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,257,000 | 239 |
| 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 | $860,000 | 246 |
| Number of Managed Accounts | $631,000 | 223 |
| Number of Non-Managed Accounts | $229,000 | 194 |
| Total fiduciary and related assets | $338,944,000 | 309 |
| Managed Assets ($) | $229,277,000 | 295 |
| Non-managed Assets ($) | $109,667,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,602,000 | 258 |
| 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 | $823,000 | 259 |
| Number of Managed Accounts | $607,000 | 236 |
| Number of Non-Managed Accounts | $216,000 | 208 |
| Total fiduciary and related assets | $326,989,000 | 318 |
| Managed Assets ($) | $221,109,000 | 302 |
| Non-managed Assets ($) | $105,880,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,052,000 | 268 |
| 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 | $819,000 | 263 |
| Number of Managed Accounts | $599,000 | 246 |
| Number of Non-Managed Accounts | $220,000 | 214 |
| Total fiduciary and related assets | $309,756,000 | 325 |
| Managed Assets ($) | $213,306,000 | 303 |
| Non-managed Assets ($) | $96,450,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 291 |
| 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 | $816,000 | 295 |
| Number of Managed Accounts | $606,000 | 264 |
| Number of Non-Managed Accounts | $210,000 | 286 |
| Total fiduciary and related assets | $311,011,000 | 331 |
| Managed Assets ($) | $214,155,000 | 309 |
| Non-managed Assets ($) | $96,856,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,074,000 | 281 |
| 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 | $814,000 | 274 |
| Number of Managed Accounts | $521,000 | 277 |
| Number of Non-Managed Accounts | $293,000 | 226 |
| Total fiduciary and related assets | $318,984,000 | 309 |
| Managed Assets ($) | $193,060,000 | 334 |
| Non-managed Assets ($) | $125,924,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,868,000 | 301 |
| 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 | $544,000 | 574 |
| 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 | $536,000 | 616 |
| 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 | $558,000 | 604 |
| 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 | $539,000 | 626 |
| 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 | $555,000 | 675 |
| 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 | $551,000 | 714 |
| 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 | $535,000 | 715 |
| 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 | $527,000 | 745 |
| 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 | $538,000 | 736 |