Home > Encore Bank > Fiduciary and Related Services
Encore Bank, Fiduciary and Related Services
| 2012-06-30 | 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 | $2,182,000 | 101 |
| Number of Managed Accounts | $2,155,000 | 76 |
| Number of Non-Managed Accounts | $27,000 | 297 |
| Total fiduciary and related assets | $1,019,831,000 | 154 |
| Managed Assets ($) | $1,003,672,000 | 120 |
| Non-managed Assets ($) | $16,159,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,154,000 | 108 |
| 2012-03-31 | 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 | $2,195,000 | 97 |
| Number of Managed Accounts | $2,163,000 | 76 |
| Number of Non-Managed Accounts | $32,000 | 287 |
| Total fiduciary and related assets | $1,041,447,000 | 150 |
| Managed Assets ($) | $1,023,320,000 | 120 |
| Non-managed Assets ($) | $18,127,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,626,000 | 106 |
| 2011-12-31 | 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 | $2,186,000 | 98 |
| Number of Managed Accounts | $2,162,000 | 76 |
| Number of Non-Managed Accounts | $24,000 | 675 |
| Total fiduciary and related assets | $1,007,396,000 | 149 |
| Managed Assets ($) | $991,179,000 | 117 |
| Non-managed Assets ($) | $16,217,000 | 520 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,048,000 | 92 |
| 2011-09-30 | 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 | $2,205,000 | 96 |
| Number of Managed Accounts | $2,184,000 | 77 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $984,445,000 | 151 |
| Managed Assets ($) | $970,414,000 | 119 |
| Non-managed Assets ($) | $14,031,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,524,000 | 94 |
| 2011-06-30 | 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 | $2,231,000 | 98 |
| Number of Managed Accounts | $2,210,000 | 76 |
| Number of Non-Managed Accounts | $21,000 | 325 |
| Total fiduciary and related assets | $1,079,356,000 | 150 |
| Managed Assets ($) | $1,065,194,000 | 120 |
| Non-managed Assets ($) | $14,162,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,056,000 | 95 |
| 2011-03-31 | 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 | $2,258,000 | 95 |
| Number of Managed Accounts | $2,237,000 | 73 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $1,087,311,000 | 150 |
| Managed Assets ($) | $1,073,539,000 | 116 |
| Non-managed Assets ($) | $13,772,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,512,000 | 94 |
| 2010-12-31 | 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 | $2,246,000 | 98 |
| Number of Managed Accounts | $2,221,000 | 74 |
| Number of Non-Managed Accounts | $25,000 | 690 |
| Total fiduciary and related assets | $1,000,725,000 | 154 |
| Managed Assets ($) | $986,527,000 | 123 |
| Non-managed Assets ($) | $14,198,000 | 552 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,612,000 | 93 |
| 2010-09-30 | 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 | $2,305,000 | 90 |
| Number of Managed Accounts | $2,278,000 | 71 |
| Number of Non-Managed Accounts | $27,000 | 305 |
| Total fiduciary and related assets | $972,672,000 | 154 |
| Managed Assets ($) | $957,078,000 | 122 |
| Non-managed Assets ($) | $15,594,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,049,000 | 93 |
| 2010-06-30 | 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 | $2,358,000 | 92 |
| Number of Managed Accounts | $2,321,000 | 68 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $927,766,000 | 153 |
| Managed Assets ($) | $910,321,000 | 120 |
| Non-managed Assets ($) | $17,445,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,709,000 | 94 |
| 2010-03-31 | 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 | $2,397,000 | 91 |
| Number of Managed Accounts | $2,347,000 | 67 |
| Number of Non-Managed Accounts | $50,000 | 270 |
| Total fiduciary and related assets | $961,569,000 | 153 |
| Managed Assets ($) | $945,151,000 | 119 |
| Non-managed Assets ($) | $16,418,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,271,000 | 98 |
| 2009-12-31 | 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 | $2,377,000 | 98 |
| Number of Managed Accounts | $2,321,000 | 73 |
| Number of Non-Managed Accounts | $56,000 | 500 |
| Total fiduciary and related assets | $889,195,000 | 161 |
| Managed Assets ($) | $870,722,000 | 127 |
| Non-managed Assets ($) | $18,473,000 | 510 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,893,000 | 97 |
| 2009-09-30 | 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 | $2,336,000 | 95 |
| Number of Managed Accounts | $2,285,000 | 72 |
| Number of Non-Managed Accounts | $51,000 | 255 |
| Total fiduciary and related assets | $796,960,000 | 175 |
| Managed Assets ($) | $778,269,000 | 135 |
| Non-managed Assets ($) | $18,691,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,573,000 | 97 |
| 2009-06-30 | 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 | $2,365,000 | 95 |
| Number of Managed Accounts | $2,313,000 | 73 |
| Number of Non-Managed Accounts | $52,000 | 261 |
| Total fiduciary and related assets | $737,438,000 | 178 |
| Managed Assets ($) | $719,532,000 | 138 |
| Non-managed Assets ($) | $17,906,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,415,000 | 100 |
| 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 | $2,376,000 | 93 |
| Number of Managed Accounts | $2,320,000 | 73 |
| Number of Non-Managed Accounts | $56,000 | 255 |
| Total fiduciary and related assets | $710,624,000 | 174 |
| Managed Assets ($) | $692,808,000 | 138 |
| Non-managed Assets ($) | $17,816,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,181,000 | 98 |
| 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 | $2,373,000 | 103 |
| Number of Managed Accounts | $2,312,000 | 75 |
| Number of Non-Managed Accounts | $61,000 | 494 |
| Total fiduciary and related assets | $736,331,000 | 180 |
| Managed Assets ($) | $717,840,000 | 144 |
| Non-managed Assets ($) | $18,491,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,350,000 | 105 |
| 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 | $2,391,000 | 97 |
| Number of Managed Accounts | $2,325,000 | 74 |
| Number of Non-Managed Accounts | $66,000 | 260 |
| Total fiduciary and related assets | $765,049,000 | 185 |
| Managed Assets ($) | $745,077,000 | 144 |
| Non-managed Assets ($) | $19,972,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,114,000 | 105 |
| 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 | $2,393,000 | 99 |
| Number of Managed Accounts | $2,329,000 | 77 |
| Number of Non-Managed Accounts | $64,000 | 268 |
| Total fiduciary and related assets | $799,021,000 | 193 |
| Managed Assets ($) | $777,816,000 | 151 |
| Non-managed Assets ($) | $21,205,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,747,000 | 106 |
| 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 | $2,417,000 | 98 |
| Number of Managed Accounts | $2,349,000 | 77 |
| Number of Non-Managed Accounts | $68,000 | 262 |
| Total fiduciary and related assets | $832,887,000 | 191 |
| Managed Assets ($) | $795,403,000 | 154 |
| Non-managed Assets ($) | $37,484,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,295,000 | 109 |
| 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 | $2,398,000 | 99 |
| Number of Managed Accounts | $2,332,000 | 74 |
| Number of Non-Managed Accounts | $66,000 | 478 |
| Total fiduciary and related assets | $843,369,000 | 194 |
| Managed Assets ($) | $804,874,000 | 153 |
| Non-managed Assets ($) | $38,495,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,031,000 | 111 |
| 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 | $2,380,000 | 94 |
| Number of Managed Accounts | $2,315,000 | 71 |
| Number of Non-Managed Accounts | $65,000 | 249 |
| Total fiduciary and related assets | $830,460,000 | 194 |
| Managed Assets ($) | $793,556,000 | 153 |
| Non-managed Assets ($) | $36,904,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,707,000 | 109 |
| 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 | $2,412,000 | 93 |
| Number of Managed Accounts | $2,338,000 | 71 |
| Number of Non-Managed Accounts | $74,000 | 249 |
| Total fiduciary and related assets | $804,183,000 | 206 |
| Managed Assets ($) | $767,119,000 | 161 |
| Non-managed Assets ($) | $37,064,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,386,000 | 117 |