Home > ESB Financial > Fiduciary and Related Services
ESB Financial, Fiduciary and Related Services
2024-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 380 |
Number of Managed Accounts | $0 | 371 |
Number of Non-Managed Accounts | $0 | 366 |
Total fiduciary and related assets | $0 | 379 |
Managed Assets ($) | $0 | 371 |
Non-managed Assets ($) | $0 | 366 |
Memoranda | ||
Gross Fiduciary activities income | $447,000 | 621 |
2024-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 457 |
Number of Managed Accounts | $0 | 450 |
Number of Non-Managed Accounts | $0 | 436 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 450 |
Non-managed Assets ($) | $0 | 436 |
Memoranda | ||
Gross Fiduciary activities income | $332,000 | 608 |
2024-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
Number of Managed Accounts | $0 | 376 |
Number of Non-Managed Accounts | $0 | 371 |
Total fiduciary and related assets | $0 | 384 |
Managed Assets ($) | $0 | 376 |
Non-managed Assets ($) | $0 | 371 |
Memoranda | ||
Gross Fiduciary activities income | $216,000 | 543 |
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $127,000 | 608 |
Number of Managed Accounts | $110,000 | 562 |
Number of Non-Managed Accounts | $17,000 | 555 |
Total fiduciary and related assets | $152,116,000 | 526 |
Managed Assets ($) | $145,020,000 | 484 |
Non-managed Assets ($) | $7,096,000 | 565 |
Memoranda | ||
Gross Fiduciary activities income | $543,000 | 586 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
Number of Managed Accounts | $0 | 366 |
Number of Non-Managed Accounts | $0 | 365 |
Total fiduciary and related assets | $0 | 376 |
Managed Assets ($) | $0 | 366 |
Non-managed Assets ($) | $0 | 363 |
Memoranda | ||
Gross Fiduciary activities income | $447,000 | 572 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 435 |
Total fiduciary and related assets | $0 | 448 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 433 |
Memoranda | ||
Gross Fiduciary activities income | $314,000 | 559 |
2023-03-31 | 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 | $0 | 384 |
Number of Managed Accounts | $0 | 375 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $0 | 384 |
Managed Assets ($) | $0 | 375 |
Non-managed Assets ($) | $0 | 373 |
Memoranda | ||
Gross Fiduciary activities income | $200,000 | 549 |
2022-12-31 | 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 | $133,000 | 631 |
Number of Managed Accounts | $114,000 | 586 |
Number of Non-Managed Accounts | $19,000 | 568 |
Total fiduciary and related assets | $139,924,000 | 540 |
Managed Assets ($) | $129,356,000 | 496 |
Non-managed Assets ($) | $10,568,000 | 543 |
Memoranda | ||
Gross Fiduciary activities income | $571,000 | 597 |
2022-09-30 | 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 | $0 | 399 |
Number of Managed Accounts | $0 | 389 |
Number of Non-Managed Accounts | $0 | 385 |
Total fiduciary and related assets | $0 | 399 |
Managed Assets ($) | $0 | 389 |
Non-managed Assets ($) | $0 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $464,000 | 589 |
2022-06-30 | 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 | $0 | 430 |
Number of Managed Accounts | $0 | 422 |
Number of Non-Managed Accounts | $0 | 417 |
Total fiduciary and related assets | $0 | 430 |
Managed Assets ($) | $0 | 422 |
Non-managed Assets ($) | $0 | 417 |
Memoranda | ||
Gross Fiduciary activities income | $352,000 | 538 |
2022-03-31 | 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 | $0 | 359 |
Number of Managed Accounts | $0 | 350 |
Number of Non-Managed Accounts | $0 | 347 |
Total fiduciary and related assets | $0 | 358 |
Managed Assets ($) | $0 | 350 |
Non-managed Assets ($) | $0 | 346 |
Memoranda | ||
Gross Fiduciary activities income | $203,000 | 520 |
2021-12-31 | 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 | $130,000 | 605 |
Number of Managed Accounts | $110,000 | 558 |
Number of Non-Managed Accounts | $20,000 | 538 |
Total fiduciary and related assets | $127,412,000 | 533 |
Managed Assets ($) | $118,203,000 | 493 |
Non-managed Assets ($) | $9,209,000 | 537 |
Memoranda | ||
Gross Fiduciary activities income | $478,000 | 578 |
2021-09-30 | 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 | $0 | 343 |
Number of Managed Accounts | $0 | 335 |
Number of Non-Managed Accounts | $0 | 330 |
Total fiduciary and related assets | $0 | 343 |
Managed Assets ($) | $0 | 335 |
Non-managed Assets ($) | $0 | 330 |
Memoranda | ||
Gross Fiduciary activities income | $378,000 | 571 |
2021-06-30 | 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 | $0 | 409 |
Number of Managed Accounts | $0 | 401 |
Number of Non-Managed Accounts | $0 | 396 |
Total fiduciary and related assets | $0 | 409 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 395 |
Memoranda | ||
Gross Fiduciary activities income | $280,000 | 560 |
2021-03-31 | 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 | $0 | 345 |
Number of Managed Accounts | $0 | 337 |
Number of Non-Managed Accounts | $0 | 333 |
Total fiduciary and related assets | $0 | 345 |
Managed Assets ($) | $0 | 337 |
Non-managed Assets ($) | $0 | 332 |
Memoranda | ||
Gross Fiduciary activities income | $157,000 | 546 |
2020-12-31 | 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 | $128,000 | 612 |
Number of Managed Accounts | $103,000 | 570 |
Number of Non-Managed Accounts | $25,000 | 511 |
Total fiduciary and related assets | $106,801,000 | 553 |
Managed Assets ($) | $97,211,000 | 515 |
Non-managed Assets ($) | $9,590,000 | 543 |
Memoranda | ||
Gross Fiduciary activities income | $478,000 | 580 |
2020-09-30 | 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 | $0 | 346 |
Number of Managed Accounts | $0 | 338 |
Number of Non-Managed Accounts | $0 | 335 |
Total fiduciary and related assets | $0 | 346 |
Managed Assets ($) | $0 | 338 |
Non-managed Assets ($) | $0 | 335 |
Memoranda | ||
Gross Fiduciary activities income | $359,000 | 578 |
2020-06-30 | 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 | $0 | 406 |
Number of Managed Accounts | $0 | 397 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 406 |
Managed Assets ($) | $0 | 397 |
Non-managed Assets ($) | $0 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $260,000 | 569 |
2020-03-31 | 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 | $136,000 | 339 |
Number of Managed Accounts | $111,000 | 326 |
Number of Non-Managed Accounts | $25,000 | 279 |
Total fiduciary and related assets | $98,472,000 | 342 |
Managed Assets ($) | $90,940,000 | 328 |
Non-managed Assets ($) | $7,532,000 | 310 |
Memoranda | ||
Gross Fiduciary activities income | $169,000 | 533 |
2019-12-31 | 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 | $137,000 | 612 |
Number of Managed Accounts | $112,000 | 566 |
Number of Non-Managed Accounts | $25,000 | 522 |
Total fiduciary and related assets | $108,847,000 | 543 |
Managed Assets ($) | $99,422,000 | 510 |
Non-managed Assets ($) | $9,425,000 | 547 |
Memoranda | ||
Gross Fiduciary activities income | $466,000 | 584 |
2019-09-30 | 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 | $137,000 | 346 |
Number of Managed Accounts | $113,000 | 335 |
Number of Non-Managed Accounts | $24,000 | 283 |
Total fiduciary and related assets | $107,623,000 | 346 |
Managed Assets ($) | $98,563,000 | 332 |
Non-managed Assets ($) | $9,060,000 | 311 |
Memoranda | ||
Gross Fiduciary activities income | $365,000 | 579 |
2019-06-30 | 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 | $136,000 | 384 |
Number of Managed Accounts | $112,000 | 372 |
Number of Non-Managed Accounts | $24,000 | 306 |
Total fiduciary and related assets | $108,229,000 | 385 |
Managed Assets ($) | $98,918,000 | 369 |
Non-managed Assets ($) | $9,311,000 | 343 |
Memoranda | ||
Gross Fiduciary activities income | $269,000 | 567 |
2019-03-31 | 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 | $137,000 | 388 |
Number of Managed Accounts | $113,000 | 376 |
Number of Non-Managed Accounts | $24,000 | 311 |
Total fiduciary and related assets | $108,127,000 | 390 |
Managed Assets ($) | $99,014,000 | 373 |
Non-managed Assets ($) | $9,113,000 | 348 |
Memoranda | ||
Gross Fiduciary activities income | $151,000 | 551 |
2018-12-31 | 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 | $137,000 | 630 |
Number of Managed Accounts | $113,000 | 582 |
Number of Non-Managed Accounts | $24,000 | 551 |
Total fiduciary and related assets | $103,191,000 | 552 |
Managed Assets ($) | $95,131,000 | 505 |
Non-managed Assets ($) | $8,060,000 | 575 |
Memoranda | ||
Gross Fiduciary activities income | $462,000 | 605 |
2018-09-30 | 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 | $137,000 | 387 |
Number of Managed Accounts | $113,000 | 375 |
Number of Non-Managed Accounts | $24,000 | 315 |
Total fiduciary and related assets | $105,468,000 | 393 |
Managed Assets ($) | $96,055,000 | 379 |
Non-managed Assets ($) | $9,413,000 | 351 |
Memoranda | ||
Gross Fiduciary activities income | $354,000 | 599 |
2018-06-30 | 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 | $135,000 | 390 |
Number of Managed Accounts | $111,000 | 378 |
Number of Non-Managed Accounts | $24,000 | 320 |
Total fiduciary and related assets | $100,845,000 | 395 |
Managed Assets ($) | $91,807,000 | 381 |
Non-managed Assets ($) | $9,038,000 | 351 |
Memoranda | ||
Gross Fiduciary activities income | $258,000 | 590 |
2018-03-31 | 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 | $137,000 | 395 |
Number of Managed Accounts | $112,000 | 376 |
Number of Non-Managed Accounts | $25,000 | 319 |
Total fiduciary and related assets | $100,495,000 | 399 |
Managed Assets ($) | $91,489,000 | 383 |
Non-managed Assets ($) | $9,006,000 | 355 |
Memoranda | ||
Gross Fiduciary activities income | $146,000 | 572 |
2017-12-31 | 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 | $133,000 | 645 |
Number of Managed Accounts | $108,000 | 594 |
Number of Non-Managed Accounts | $25,000 | 557 |
Total fiduciary and related assets | $103,842,000 | 570 |
Managed Assets ($) | $94,682,000 | 521 |
Non-managed Assets ($) | $9,160,000 | 576 |
Memoranda | ||
Gross Fiduciary activities income | $452,000 | 609 |
2017-09-30 | 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 | $134,000 | 390 |
Number of Managed Accounts | $109,000 | 376 |
Number of Non-Managed Accounts | $25,000 | 310 |
Total fiduciary and related assets | $104,217,000 | 395 |
Managed Assets ($) | $95,249,000 | 377 |
Non-managed Assets ($) | $8,968,000 | 347 |
Memoranda | ||
Gross Fiduciary activities income | $346,000 | 610 |
2017-06-30 | 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 | $134,000 | 392 |
Number of Managed Accounts | $109,000 | 375 |
Number of Non-Managed Accounts | $25,000 | 312 |
Total fiduciary and related assets | $104,227,000 | 396 |
Managed Assets ($) | $95,420,000 | 378 |
Non-managed Assets ($) | $8,807,000 | 348 |
Memoranda | ||
Gross Fiduciary activities income | $244,000 | 600 |
2017-03-31 | 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 | $135,000 | 394 |
Number of Managed Accounts | $109,000 | 378 |
Number of Non-Managed Accounts | $26,000 | 307 |
Total fiduciary and related assets | $101,160,000 | 399 |
Managed Assets ($) | $92,467,000 | 382 |
Non-managed Assets ($) | $8,693,000 | 355 |
Memoranda | ||
Gross Fiduciary activities income | $149,000 | 572 |
2016-12-31 | 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 | $136,000 | 657 |
Number of Managed Accounts | $110,000 | 598 |
Number of Non-Managed Accounts | $26,000 | 564 |
Total fiduciary and related assets | $99,729,000 | 573 |
Managed Assets ($) | $90,913,000 | 523 |
Non-managed Assets ($) | $8,816,000 | 589 |
Memoranda | ||
Gross Fiduciary activities income | $455,000 | 611 |
2016-09-30 | 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 | $145,000 | 395 |
Number of Managed Accounts | $119,000 | 378 |
Number of Non-Managed Accounts | $26,000 | 318 |
Total fiduciary and related assets | $99,720,000 | 401 |
Managed Assets ($) | $90,999,000 | 382 |
Non-managed Assets ($) | $8,721,000 | 351 |
Memoranda | ||
Gross Fiduciary activities income | $350,000 | 606 |
2016-06-30 | 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 | $144,000 | 395 |
Number of Managed Accounts | $120,000 | 377 |
Number of Non-Managed Accounts | $24,000 | 323 |
Total fiduciary and related assets | $100,366,000 | 403 |
Managed Assets ($) | $92,202,000 | 384 |
Non-managed Assets ($) | $8,164,000 | 360 |
Memoranda | ||
Gross Fiduciary activities income | $251,000 | 598 |
2016-03-31 | 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 | $144,000 | 396 |
Number of Managed Accounts | $121,000 | 379 |
Number of Non-Managed Accounts | $23,000 | 326 |
Total fiduciary and related assets | $97,050,000 | 404 |
Managed Assets ($) | $89,024,000 | 385 |
Non-managed Assets ($) | $8,026,000 | 357 |
Memoranda | ||
Gross Fiduciary activities income | $157,000 | 561 |
2015-12-31 | 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 | $140,000 | 663 |
Number of Managed Accounts | $118,000 | 594 |
Number of Non-Managed Accounts | $22,000 | 616 |
Total fiduciary and related assets | $97,998,000 | 571 |
Managed Assets ($) | $90,262,000 | 526 |
Non-managed Assets ($) | $7,736,000 | 621 |
Memoranda | ||
Gross Fiduciary activities income | $477,000 | 608 |
2015-09-30 | 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 | $140,000 | 394 |
Number of Managed Accounts | $118,000 | 376 |
Number of Non-Managed Accounts | $22,000 | 324 |
Total fiduciary and related assets | $97,962,000 | 400 |
Managed Assets ($) | $90,201,000 | 379 |
Non-managed Assets ($) | $7,761,000 | 355 |
Memoranda | ||
Gross Fiduciary activities income | $377,000 | 598 |
2015-06-30 | 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 | $171,000 | 395 |
Number of Managed Accounts | $118,000 | 379 |
Number of Non-Managed Accounts | $53,000 | 268 |
Total fiduciary and related assets | $99,802,000 | 404 |
Managed Assets ($) | $91,641,000 | 381 |
Non-managed Assets ($) | $8,161,000 | 359 |
Memoranda | ||
Gross Fiduciary activities income | $272,000 | 585 |
2015-03-31 | 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 | $177,000 | 394 |
Number of Managed Accounts | $120,000 | 377 |
Number of Non-Managed Accounts | $57,000 | 262 |
Total fiduciary and related assets | $100,681,000 | 404 |
Managed Assets ($) | $90,338,000 | 381 |
Non-managed Assets ($) | $10,343,000 | 353 |
Memoranda | ||
Gross Fiduciary activities income | $167,000 | 556 |
2014-12-31 | 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 | $178,000 | 636 |
Number of Managed Accounts | $121,000 | 605 |
Number of Non-Managed Accounts | $57,000 | 426 |
Total fiduciary and related assets | $101,190,000 | 585 |
Managed Assets ($) | $90,886,000 | 539 |
Non-managed Assets ($) | $10,304,000 | 599 |
Memoranda | ||
Gross Fiduciary activities income | $461,000 | 629 |
2014-09-30 | 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 | $182,000 | 392 |
Number of Managed Accounts | $122,000 | 378 |
Number of Non-Managed Accounts | $60,000 | 256 |
Total fiduciary and related assets | $101,174,000 | 404 |
Managed Assets ($) | $90,642,000 | 380 |
Non-managed Assets ($) | $10,532,000 | 350 |
Memoranda | ||
Gross Fiduciary activities income | $348,000 | 622 |
2014-06-30 | 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 | $182,000 | 392 |
Number of Managed Accounts | $120,000 | 379 |
Number of Non-Managed Accounts | $62,000 | 250 |
Total fiduciary and related assets | $98,014,000 | 403 |
Managed Assets ($) | $87,395,000 | 381 |
Non-managed Assets ($) | $10,619,000 | 347 |
Memoranda | ||
Gross Fiduciary activities income | $242,000 | 616 |
2014-03-31 | 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 | $183,000 | 392 |
Number of Managed Accounts | $121,000 | 383 |
Number of Non-Managed Accounts | $62,000 | 250 |
Total fiduciary and related assets | $97,540,000 | 405 |
Managed Assets ($) | $87,130,000 | 385 |
Non-managed Assets ($) | $10,410,000 | 352 |
Memoranda | ||
Gross Fiduciary activities income | $139,000 | 597 |
2013-12-31 | 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 | $184,000 | 623 |
Number of Managed Accounts | $121,000 | 613 |
Number of Non-Managed Accounts | $63,000 | 405 |
Total fiduciary and related assets | $96,695,000 | 584 |
Managed Assets ($) | $87,009,000 | 536 |
Non-managed Assets ($) | $9,686,000 | 613 |
Memoranda | ||
Gross Fiduciary activities income | $427,000 | 634 |
2013-09-30 | 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 | $185,000 | 374 |
Number of Managed Accounts | $123,000 | 362 |
Number of Non-Managed Accounts | $62,000 | 246 |
Total fiduciary and related assets | $92,713,000 | 386 |
Managed Assets ($) | $83,361,000 | 365 |
Non-managed Assets ($) | $9,352,000 | 342 |
Memoranda | ||
Gross Fiduciary activities income | $315,000 | 637 |
2013-06-30 | 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 | $185,000 | 375 |
Number of Managed Accounts | $121,000 | 365 |
Number of Non-Managed Accounts | $64,000 | 242 |
Total fiduciary and related assets | $83,476,000 | 389 |
Managed Assets ($) | $74,069,000 | 368 |
Non-managed Assets ($) | $9,407,000 | 346 |
Memoranda | ||
Gross Fiduciary activities income | $221,000 | 630 |
2013-03-31 | 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 | $183,000 | 378 |
Number of Managed Accounts | $119,000 | 368 |
Number of Non-Managed Accounts | $64,000 | 246 |
Total fiduciary and related assets | $82,111,000 | 393 |
Managed Assets ($) | $72,539,000 | 369 |
Non-managed Assets ($) | $9,572,000 | 349 |
Memoranda | ||
Gross Fiduciary activities income | $128,000 | 614 |
2012-12-31 | 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 | $185,000 | 627 |
Number of Managed Accounts | $120,000 | 616 |
Number of Non-Managed Accounts | $65,000 | 416 |
Total fiduciary and related assets | $80,170,000 | 622 |
Managed Assets ($) | $70,893,000 | 565 |
Non-managed Assets ($) | $9,277,000 | 626 |
Memoranda | ||
Gross Fiduciary activities income | $429,000 | 637 |
2012-09-30 | 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 | $181,000 | 364 |
Number of Managed Accounts | $115,000 | 352 |
Number of Non-Managed Accounts | $66,000 | 239 |
Total fiduciary and related assets | $72,864,000 | 374 |
Managed Assets ($) | $64,655,000 | 354 |
Non-managed Assets ($) | $8,209,000 | 334 |
Memoranda | ||
Gross Fiduciary activities income | $341,000 | 629 |
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 | $185,000 | 364 |
Number of Managed Accounts | $119,000 | 351 |
Number of Non-Managed Accounts | $66,000 | 238 |
Total fiduciary and related assets | $74,942,000 | 375 |
Managed Assets ($) | $66,932,000 | 351 |
Non-managed Assets ($) | $8,010,000 | 338 |
Memoranda | ||
Gross Fiduciary activities income | $250,000 | 607 |
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 | $177,000 | 363 |
Number of Managed Accounts | $111,000 | 347 |
Number of Non-Managed Accounts | $66,000 | 231 |
Total fiduciary and related assets | $67,091,000 | 376 |
Managed Assets ($) | $60,055,000 | 353 |
Non-managed Assets ($) | $7,036,000 | 337 |
Memoranda | ||
Gross Fiduciary activities income | $124,000 | 611 |
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 | $178,000 | 638 |
Number of Managed Accounts | $112,000 | 631 |
Number of Non-Managed Accounts | $66,000 | 421 |
Total fiduciary and related assets | $65,291,000 | 657 |
Managed Assets ($) | $58,352,000 | 599 |
Non-managed Assets ($) | $6,939,000 | 662 |
Memoranda | ||
Gross Fiduciary activities income | $406,000 | 602 |
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 | $179,000 | 369 |
Number of Managed Accounts | $114,000 | 351 |
Number of Non-Managed Accounts | $65,000 | 240 |
Total fiduciary and related assets | $64,404,000 | 377 |
Managed Assets ($) | $57,662,000 | 354 |
Non-managed Assets ($) | $6,742,000 | 346 |
Memoranda | ||
Gross Fiduciary activities income | $317,000 | 585 |
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 | $186,000 | 372 |
Number of Managed Accounts | $115,000 | 358 |
Number of Non-Managed Accounts | $71,000 | 232 |
Total fiduciary and related assets | $66,369,000 | 384 |
Managed Assets ($) | $59,095,000 | 360 |
Non-managed Assets ($) | $7,274,000 | 349 |
Memoranda | ||
Gross Fiduciary activities income | $222,000 | 583 |
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 | $189,000 | 375 |
Number of Managed Accounts | $118,000 | 360 |
Number of Non-Managed Accounts | $71,000 | 236 |
Total fiduciary and related assets | $66,938,000 | 388 |
Managed Assets ($) | $59,670,000 | 364 |
Non-managed Assets ($) | $7,268,000 | 350 |
Memoranda | ||
Gross Fiduciary activities income | $124,000 | 572 |
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 | $190,000 | 636 |
Number of Managed Accounts | $119,000 | 632 |
Number of Non-Managed Accounts | $71,000 | 415 |
Total fiduciary and related assets | $65,720,000 | 673 |
Managed Assets ($) | $58,500,000 | 610 |
Non-managed Assets ($) | $7,220,000 | 680 |
Memoranda | ||
Gross Fiduciary activities income | $395,000 | 605 |
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 | $190,000 | 359 |
Number of Managed Accounts | $120,000 | 343 |
Number of Non-Managed Accounts | $70,000 | 234 |
Total fiduciary and related assets | $64,969,000 | 377 |
Managed Assets ($) | $57,796,000 | 349 |
Non-managed Assets ($) | $7,173,000 | 349 |
Memoranda | ||
Gross Fiduciary activities income | $294,000 | 605 |
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 | $193,000 | 358 |
Number of Managed Accounts | $122,000 | 341 |
Number of Non-Managed Accounts | $71,000 | 237 |
Total fiduciary and related assets | $65,654,000 | 378 |
Managed Assets ($) | $58,600,000 | 347 |
Non-managed Assets ($) | $7,054,000 | 354 |
Memoranda | ||
Gross Fiduciary activities income | $214,000 | 588 |
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 | $195,000 | 367 |
Number of Managed Accounts | $122,000 | 345 |
Number of Non-Managed Accounts | $73,000 | 236 |
Total fiduciary and related assets | $67,824,000 | 385 |
Managed Assets ($) | $60,494,000 | 351 |
Non-managed Assets ($) | $7,330,000 | 357 |
Memoranda | ||
Gross Fiduciary activities income | $106,000 | 596 |
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 | $194,000 | 652 |
Number of Managed Accounts | $120,000 | 632 |
Number of Non-Managed Accounts | $74,000 | 419 |
Total fiduciary and related assets | $66,375,000 | 669 |
Managed Assets ($) | $58,992,000 | 600 |
Non-managed Assets ($) | $7,383,000 | 681 |
Memoranda | ||
Gross Fiduciary activities income | $391,000 | 604 |
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 | $196,000 | 357 |
Number of Managed Accounts | $174,000 | 325 |
Number of Non-Managed Accounts | $22,000 | 312 |
Total fiduciary and related assets | $65,372,000 | 374 |
Managed Assets ($) | $62,047,000 | 342 |
Non-managed Assets ($) | $3,325,000 | 356 |
Memoranda | ||
Gross Fiduciary activities income | $292,000 | 595 |
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 | $199,000 | 367 |
Number of Managed Accounts | $176,000 | 333 |
Number of Non-Managed Accounts | $23,000 | 314 |
Total fiduciary and related assets | $64,911,000 | 381 |
Managed Assets ($) | $61,350,000 | 351 |
Non-managed Assets ($) | $3,561,000 | 357 |
Memoranda | ||
Gross Fiduciary activities income | $184,000 | 610 |
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 | $197,000 | 365 |
Number of Managed Accounts | $174,000 | 332 |
Number of Non-Managed Accounts | $23,000 | 310 |
Total fiduciary and related assets | $62,500,000 | 380 |
Managed Assets ($) | $59,020,000 | 352 |
Non-managed Assets ($) | $3,480,000 | 357 |
Memoranda | ||
Gross Fiduciary activities income | $112,000 | 572 |
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 | $199,000 | 663 |
Number of Managed Accounts | $176,000 | 551 |
Number of Non-Managed Accounts | $23,000 | 732 |
Total fiduciary and related assets | $65,817,000 | 667 |
Managed Assets ($) | $62,288,000 | 585 |
Non-managed Assets ($) | $3,529,000 | 777 |
Memoranda | ||
Gross Fiduciary activities income | $443,000 | 594 |
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 | $202,000 | 389 |
Number of Managed Accounts | $181,000 | 358 |
Number of Non-Managed Accounts | $21,000 | 337 |
Total fiduciary and related assets | $69,973,000 | 404 |
Managed Assets ($) | $66,570,000 | 375 |
Non-managed Assets ($) | $3,403,000 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $329,000 | 601 |
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 | $197,000 | 395 |
Number of Managed Accounts | $178,000 | 362 |
Number of Non-Managed Accounts | $19,000 | 347 |
Total fiduciary and related assets | $69,630,000 | 411 |
Managed Assets ($) | $66,238,000 | 379 |
Non-managed Assets ($) | $3,392,000 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $224,000 | 610 |
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 | $199,000 | 399 |
Number of Managed Accounts | $180,000 | 365 |
Number of Non-Managed Accounts | $19,000 | 349 |
Total fiduciary and related assets | $70,934,000 | 418 |
Managed Assets ($) | $67,516,000 | 387 |
Non-managed Assets ($) | $3,418,000 | 398 |
Memoranda | ||
Gross Fiduciary activities income | $132,000 | 598 |
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 | $202,000 | 669 |
Number of Managed Accounts | $181,000 | 552 |
Number of Non-Managed Accounts | $21,000 | 760 |
Total fiduciary and related assets | $73,586,000 | 690 |
Managed Assets ($) | $69,117,000 | 606 |
Non-managed Assets ($) | $4,469,000 | 785 |
Memoranda | ||
Gross Fiduciary activities income | $414,000 | 635 |
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 | $203,000 | 377 |
Number of Managed Accounts | $182,000 | 348 |
Number of Non-Managed Accounts | $21,000 | 330 |
Total fiduciary and related assets | $73,533,000 | 402 |
Managed Assets ($) | $69,206,000 | 371 |
Non-managed Assets ($) | $4,327,000 | 376 |
Memoranda | ||
Gross Fiduciary activities income | $312,000 | 632 |
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 | $204,000 | 382 |
Number of Managed Accounts | $182,000 | 352 |
Number of Non-Managed Accounts | $22,000 | 338 |
Total fiduciary and related assets | $72,492,000 | 409 |
Managed Assets ($) | $68,086,000 | 378 |
Non-managed Assets ($) | $4,406,000 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $218,000 | 628 |
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 | $206,000 | 387 |
Number of Managed Accounts | $184,000 | 353 |
Number of Non-Managed Accounts | $22,000 | 336 |
Total fiduciary and related assets | $72,036,000 | 411 |
Managed Assets ($) | $67,632,000 | 379 |
Non-managed Assets ($) | $4,404,000 | 386 |
Memoranda | ||
Gross Fiduciary activities income | $124,000 | 612 |
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 | $209,000 | 648 |
Number of Managed Accounts | $187,000 | 543 |
Number of Non-Managed Accounts | $22,000 | 768 |
Total fiduciary and related assets | $71,262,000 | 697 |
Managed Assets ($) | $66,864,000 | 604 |
Non-managed Assets ($) | $4,398,000 | 790 |
Memoranda | ||
Gross Fiduciary activities income | $442,000 | 611 |
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 | $0 | 432 |
Number of Managed Accounts | $0 | 409 |
Number of Non-Managed Accounts | $0 | 409 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Non-managed Assets ($) | $0 | 408 |
Memoranda | ||
Gross Fiduciary activities income | $318,000 | 615 |
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 | $0 | 435 |
Number of Managed Accounts | $0 | 413 |
Number of Non-Managed Accounts | $0 | 412 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Non-managed Assets ($) | $0 | 411 |
Memoranda | ||
Gross Fiduciary activities income | $216,000 | 622 |
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 | $0 | 458 |
Number of Managed Accounts | $0 | 437 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Non-managed Assets ($) | $0 | 422 |
Memoranda | ||
Gross Fiduciary activities income | $98,000 | 648 |
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 | $220,000 | 639 |
Number of Managed Accounts | $201,000 | 534 |
Number of Non-Managed Accounts | $19,000 | 835 |
Total fiduciary and related assets | $72,976,000 | 684 |
Managed Assets ($) | $69,518,000 | 598 |
Non-managed Assets ($) | $3,458,000 | 844 |
Memoranda | ||
Gross Fiduciary activities income | $401,000 | 631 |
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 | $0 | 444 |
Number of Managed Accounts | $0 | 422 |
Number of Non-Managed Accounts | $0 | 414 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 423 |
Non-managed Assets ($) | $0 | 412 |
Memoranda | ||
Gross Fiduciary activities income | $275,000 | 644 |
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 | $0 | 460 |
Number of Managed Accounts | $0 | 435 |
Number of Non-Managed Accounts | $0 | 431 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | $193,000 | 641 |
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 | $0 | 465 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 431 |
Memoranda | ||
Gross Fiduciary activities income | $96,000 | 651 |
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 | $158,000 | 773 |
Number of Managed Accounts | $138,000 | 658 |
Number of Non-Managed Accounts | $20,000 | 840 |
Total fiduciary and related assets | $60,706,000 | 733 |
Managed Assets ($) | $56,914,000 | 635 |
Non-managed Assets ($) | $3,792,000 | 840 |
Memoranda | ||
Gross Fiduciary activities income | $395,000 | 633 |
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 | $0 | 453 |
Number of Managed Accounts | $0 | 424 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Non-managed Assets ($) | $0 | 421 |
Memoranda | ||
Gross Fiduciary activities income | $304,000 | 629 |
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 | $0 | 462 |
Number of Managed Accounts | $0 | 429 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | $212,000 | 622 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 436 |
Memoranda | ||
Gross Fiduciary activities income | $119,000 | 598 |
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 | $167,000 | 767 |
Number of Managed Accounts | $145,000 | 640 |
Number of Non-Managed Accounts | $22,000 | 829 |
Total fiduciary and related assets | $58,982,000 | 730 |
Managed Assets ($) | $55,389,000 | 626 |
Non-managed Assets ($) | $3,593,000 | 881 |
Memoranda | ||
Gross Fiduciary activities income | $452,000 | 602 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Number of Non-Managed Accounts | $0 | 446 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Non-managed Assets ($) | $0 | 445 |
Memoranda | ||
Gross Fiduciary activities income | $333,000 | 605 |
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 | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Number of Non-Managed Accounts | $0 | 448 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Non-managed Assets ($) | $0 | 447 |
Memoranda | ||
Gross Fiduciary activities income | $234,000 | 592 |
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 | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Number of Non-Managed Accounts | $0 | 460 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Non-managed Assets ($) | $0 | 458 |
Memoranda | ||
Gross Fiduciary activities income | $159,000 | 502 |
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 | $172,000 | 757 |
Number of Managed Accounts | $150,000 | 641 |
Number of Non-Managed Accounts | $22,000 | 843 |
Total fiduciary and related assets | $61,855,000 | 706 |
Managed Assets ($) | $58,490,000 | 612 |
Non-managed Assets ($) | $3,365,000 | 890 |
Memoranda | ||
Gross Fiduciary activities income | $426,000 | 628 |
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 | $187,000 | 702 |
Number of Managed Accounts | $161,000 | 596 |
Number of Non-Managed Accounts | $26,000 | 768 |
Total fiduciary and related assets | $63,731,000 | 671 |
Managed Assets ($) | $60,898,000 | 576 |
Non-managed Assets ($) | $2,833,000 | 872 |
Memoranda | ||
Gross Fiduciary activities income | $459,000 | 620 |
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 | $458,000 | 625 |
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 | $499,000 | 640 |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 |