Home > Country Club Bank > Fiduciary and Related Services
Country Club Bank, Fiduciary and Related Services
| 2009-03-31 | 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 | $1,373,000 | 148 |
| Number of Managed Accounts | $1,342,000 | 116 |
| Number of Non-Managed Accounts | $31,000 | 295 |
| Total fiduciary and related assets | $861,229,000 | 165 |
| Managed Assets ($) | $851,593,000 | 118 |
| Non-managed Assets ($) | $9,636,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 144 |
| 2008-12-31 | 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 | $1,367,000 | 163 |
| Number of Managed Accounts | $1,335,000 | 121 |
| Number of Non-Managed Accounts | $32,000 | 649 |
| Total fiduciary and related assets | $866,728,000 | 169 |
| Managed Assets ($) | $856,811,000 | 119 |
| Non-managed Assets ($) | $9,917,000 | 599 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,274,000 | 148 |
| 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 | $1,291,000 | 162 |
| Number of Managed Accounts | $1,260,000 | 122 |
| Number of Non-Managed Accounts | $31,000 | 315 |
| Total fiduciary and related assets | $908,744,000 | 175 |
| Managed Assets ($) | $898,225,000 | 126 |
| Non-managed Assets ($) | $10,519,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,056,000 | 151 |
| 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 | $1,218,000 | 173 |
| Number of Managed Accounts | $1,185,000 | 131 |
| Number of Non-Managed Accounts | $33,000 | 313 |
| Total fiduciary and related assets | $912,461,000 | 183 |
| Managed Assets ($) | $901,621,000 | 137 |
| Non-managed Assets ($) | $10,840,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,737,000 | 152 |
| 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 | $1,192,000 | 182 |
| Number of Managed Accounts | $1,149,000 | 135 |
| Number of Non-Managed Accounts | $43,000 | 294 |
| Total fiduciary and related assets | $867,512,000 | 187 |
| Managed Assets ($) | $855,907,000 | 144 |
| Non-managed Assets ($) | $11,605,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,299,000 | 152 |
| 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 | $1,179,000 | 196 |
| Number of Managed Accounts | $1,132,000 | 138 |
| Number of Non-Managed Accounts | $47,000 | 564 |
| Total fiduciary and related assets | $948,868,000 | 182 |
| Managed Assets ($) | $935,209,000 | 139 |
| Non-managed Assets ($) | $13,659,000 | 583 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,248,000 | 155 |
| 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 | $1,126,000 | 186 |
| Number of Managed Accounts | $1,086,000 | 145 |
| Number of Non-Managed Accounts | $40,000 | 286 |
| Total fiduciary and related assets | $969,219,000 | 181 |
| Managed Assets ($) | $955,178,000 | 140 |
| Non-managed Assets ($) | $14,041,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,869,000 | 153 |
| 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 | $1,092,000 | 191 |
| Number of Managed Accounts | $1,048,000 | 150 |
| Number of Non-Managed Accounts | $44,000 | 290 |
| Total fiduciary and related assets | $886,503,000 | 196 |
| Managed Assets ($) | $873,536,000 | 149 |
| Non-managed Assets ($) | $12,967,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,549,000 | 160 |
| 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 | $1,077,000 | 190 |
| Number of Managed Accounts | $1,029,000 | 151 |
| Number of Non-Managed Accounts | $48,000 | 285 |
| Total fiduciary and related assets | $817,879,000 | 198 |
| Managed Assets ($) | $805,030,000 | 151 |
| Non-managed Assets ($) | $12,849,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 162 |
| 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 | $1,054,000 | 209 |
| Number of Managed Accounts | $1,007,000 | 157 |
| Number of Non-Managed Accounts | $47,000 | 575 |
| Total fiduciary and related assets | $752,799,000 | 211 |
| Managed Assets ($) | $740,391,000 | 160 |
| Non-managed Assets ($) | $12,408,000 | 612 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,410,000 | 169 |
| 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 | $1,034,000 | 199 |
| Number of Managed Accounts | $988,000 | 160 |
| Number of Non-Managed Accounts | $46,000 | 288 |
| Total fiduciary and related assets | $728,803,000 | 214 |
| Managed Assets ($) | $716,294,000 | 165 |
| Non-managed Assets ($) | $12,509,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,275,000 | 174 |
| 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 | $1,032,000 | 205 |
| Number of Managed Accounts | $987,000 | 164 |
| Number of Non-Managed Accounts | $45,000 | 295 |
| Total fiduciary and related assets | $704,152,000 | 223 |
| Managed Assets ($) | $691,609,000 | 172 |
| Non-managed Assets ($) | $12,543,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,185,000 | 180 |
| 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 | $1,010,000 | 205 |
| Number of Managed Accounts | $964,000 | 165 |
| Number of Non-Managed Accounts | $46,000 | 297 |
| Total fiduciary and related assets | $716,854,000 | 222 |
| Managed Assets ($) | $704,107,000 | 169 |
| Non-managed Assets ($) | $12,747,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 187 |
| 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 | $1,023,000 | 219 |
| Number of Managed Accounts | $956,000 | 170 |
| Number of Non-Managed Accounts | $67,000 | 498 |
| Total fiduciary and related assets | $685,143,000 | 226 |
| Managed Assets ($) | $672,816,000 | 174 |
| Non-managed Assets ($) | $12,327,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,886,000 | 186 |
| 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 | $959,000 | 206 |
| Number of Managed Accounts | $910,000 | 168 |
| Number of Non-Managed Accounts | $49,000 | 293 |
| Total fiduciary and related assets | $642,497,000 | 227 |
| Managed Assets ($) | $629,384,000 | 178 |
| Non-managed Assets ($) | $13,113,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,866,000 | 184 |
| 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 | $950,000 | 211 |
| Number of Managed Accounts | $893,000 | 170 |
| Number of Non-Managed Accounts | $57,000 | 289 |
| Total fiduciary and related assets | $593,800,000 | 230 |
| Managed Assets ($) | $580,045,000 | 185 |
| Non-managed Assets ($) | $13,755,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,909,000 | 182 |
| 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 | $947,000 | 212 |
| Number of Managed Accounts | $890,000 | 173 |
| Number of Non-Managed Accounts | $57,000 | 291 |
| Total fiduciary and related assets | $592,232,000 | 235 |
| Managed Assets ($) | $578,727,000 | 187 |
| Non-managed Assets ($) | $13,505,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 184 |
| 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 | $919,000 | 238 |
| Number of Managed Accounts | $861,000 | 182 |
| Number of Non-Managed Accounts | $58,000 | 544 |
| Total fiduciary and related assets | $579,244,000 | 240 |
| Managed Assets ($) | $565,148,000 | 189 |
| Non-managed Assets ($) | $14,096,000 | 574 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,385,000 | 194 |
| 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 | $904,000 | 224 |
| Number of Managed Accounts | $838,000 | 182 |
| Number of Non-Managed Accounts | $66,000 | 281 |
| Total fiduciary and related assets | $581,429,000 | 235 |
| Managed Assets ($) | $567,460,000 | 183 |
| Non-managed Assets ($) | $13,969,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,528,000 | 192 |
| 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 | $914,000 | 223 |
| Number of Managed Accounts | $837,000 | 183 |
| Number of Non-Managed Accounts | $77,000 | 282 |
| Total fiduciary and related assets | $555,823,000 | 237 |
| Managed Assets ($) | $541,861,000 | 185 |
| Non-managed Assets ($) | $13,962,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 196 |
| 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 | $900,000 | 222 |
| Number of Managed Accounts | $819,000 | 183 |
| Number of Non-Managed Accounts | $81,000 | 277 |
| Total fiduciary and related assets | $551,031,000 | 239 |
| Managed Assets ($) | $535,888,000 | 186 |
| Non-managed Assets ($) | $15,143,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $791,000 | 198 |
| 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 | $893,000 | 255 |
| Number of Managed Accounts | $806,000 | 195 |
| Number of Non-Managed Accounts | $87,000 | 471 |
| Total fiduciary and related assets | $483,314,000 | 260 |
| Managed Assets ($) | $467,875,000 | 201 |
| Non-managed Assets ($) | $15,439,000 | 584 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,784,000 | 210 |
| 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 | $877,000 | 243 |
| Number of Managed Accounts | $785,000 | 194 |
| Number of Non-Managed Accounts | $92,000 | 279 |
| Total fiduciary and related assets | $465,202,000 | 270 |
| Managed Assets ($) | $449,099,000 | 205 |
| Non-managed Assets ($) | $16,103,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,060,000 | 221 |
| 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 | $897,000 | 246 |
| Number of Managed Accounts | $790,000 | 197 |
| Number of Non-Managed Accounts | $107,000 | 275 |
| Total fiduciary and related assets | $469,210,000 | 266 |
| Managed Assets ($) | $451,923,000 | 205 |
| Non-managed Assets ($) | $17,287,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,327,000 | 231 |
| 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 | $892,000 | 249 |
| Number of Managed Accounts | $779,000 | 209 |
| Number of Non-Managed Accounts | $113,000 | 275 |
| Total fiduciary and related assets | $477,977,000 | 265 |
| Managed Assets ($) | $458,845,000 | 202 |
| Non-managed Assets ($) | $19,132,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 238 |
| 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 | $893,000 | 276 |
| Number of Managed Accounts | $772,000 | 222 |
| Number of Non-Managed Accounts | $121,000 | 387 |
| Total fiduciary and related assets | $403,219,000 | 289 |
| Managed Assets ($) | $386,147,000 | 226 |
| Non-managed Assets ($) | $17,072,000 | 537 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 280 |
| 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 | $534,000 | 368 |
| Number of Managed Accounts | $478,000 | 301 |
| Number of Non-Managed Accounts | $56,000 | 555 |
| Total fiduciary and related assets | $308,459,000 | 315 |
| Managed Assets ($) | $295,009,000 | 255 |
| Non-managed Assets ($) | $13,450,000 | 577 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,712,000 | 314 |
| 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 | $1,651,000 | 321 |
| 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 | $1,372,000 | 390 |
| 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 | $1,221,000 | 413 |
| 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 | $965,000 | 481 |
| 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 | $763,000 | 590 |
| 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 | $532,000 | 725 |
| 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 | $502,000 | 730 |
| 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 | $234,000 | 1,020 |
| 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 | NA | NA |