Home > Fidelity Federal Bank & Trust > Fiduciary and Related Services
Fidelity Federal Bank & Trust, Fiduciary and Related Services
| 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 | $116,000 | 403 |
| Number of Managed Accounts | $115,000 | 370 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $101,456,000 | 402 |
| Managed Assets ($) | $100,332,000 | 369 |
| Non-managed Assets ($) | $1,124,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $118,000 | 834 |
| Number of Managed Accounts | $117,000 | 688 |
| Number of Non-Managed Accounts | $1,000 | 1,246 |
| Total fiduciary and related assets | $109,319,000 | 572 |
| Managed Assets ($) | $108,201,000 | 476 |
| Non-managed Assets ($) | $1,118,000 | 1,017 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $113,000 | 389 |
| Number of Managed Accounts | $112,000 | 358 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $91,502,000 | 389 |
| Managed Assets ($) | $90,412,000 | 354 |
| Non-managed Assets ($) | $1,090,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $113,000 | 397 |
| Number of Managed Accounts | $112,000 | 364 |
| Number of Non-Managed Accounts | $1,000 | 407 |
| Total fiduciary and related assets | $90,574,000 | 392 |
| Managed Assets ($) | $89,507,000 | 357 |
| Non-managed Assets ($) | $1,067,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $110,000 | 406 |
| Number of Managed Accounts | $109,000 | 374 |
| Number of Non-Managed Accounts | $1,000 | 414 |
| Total fiduciary and related assets | $88,313,000 | 399 |
| Managed Assets ($) | $87,244,000 | 364 |
| Non-managed Assets ($) | $1,069,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $101,000 | 906 |
| Number of Managed Accounts | $99,000 | 753 |
| Number of Non-Managed Accounts | $2,000 | 1,215 |
| Total fiduciary and related assets | $85,443,000 | 632 |
| Managed Assets ($) | $84,069,000 | 537 |
| Non-managed Assets ($) | $1,374,000 | 1,003 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $97,000 | 399 |
| Number of Managed Accounts | $95,000 | 364 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $69,075,000 | 398 |
| Managed Assets ($) | $67,700,000 | 363 |
| Non-managed Assets ($) | $1,375,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $95,000 | 417 |
| Number of Managed Accounts | $92,000 | 381 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $64,218,000 | 415 |
| Managed Assets ($) | $61,945,000 | 379 |
| Non-managed Assets ($) | $2,273,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $94,000 | 419 |
| Number of Managed Accounts | $91,000 | 384 |
| Number of Non-Managed Accounts | $3,000 | 409 |
| Total fiduciary and related assets | $73,284,000 | 414 |
| Managed Assets ($) | $71,032,000 | 375 |
| Non-managed Assets ($) | $2,252,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $91,000 | 955 |
| Number of Managed Accounts | $88,000 | 785 |
| Number of Non-Managed Accounts | $3,000 | 1,168 |
| Total fiduciary and related assets | $65,412,000 | 715 |
| Managed Assets ($) | $63,153,000 | 601 |
| Non-managed Assets ($) | $2,259,000 | 915 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $86,000 | 411 |
| Number of Managed Accounts | $83,000 | 371 |
| Number of Non-Managed Accounts | $3,000 | 401 |
| Total fiduciary and related assets | $61,866,000 | 405 |
| Managed Assets ($) | $59,652,000 | 370 |
| Non-managed Assets ($) | $2,214,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $76,000 | 420 |
| Number of Managed Accounts | $73,000 | 382 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $56,647,000 | 415 |
| Managed Assets ($) | $54,395,000 | 375 |
| Non-managed Assets ($) | $2,252,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $74,000 | 429 |
| Number of Managed Accounts | $71,000 | 388 |
| Number of Non-Managed Accounts | $3,000 | 413 |
| Total fiduciary and related assets | $54,057,000 | 422 |
| Managed Assets ($) | $51,797,000 | 383 |
| Non-managed Assets ($) | $2,260,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $64,000 | 1,086 |
| Number of Managed Accounts | $60,000 | 911 |
| Number of Non-Managed Accounts | $4,000 | 1,152 |
| Total fiduciary and related assets | $51,216,000 | 773 |
| Managed Assets ($) | $47,281,000 | 667 |
| Non-managed Assets ($) | $3,935,000 | 860 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $57,000 | 440 |
| Number of Managed Accounts | $53,000 | 402 |
| Number of Non-Managed Accounts | $4,000 | 414 |
| Total fiduciary and related assets | $42,196,000 | 431 |
| Managed Assets ($) | $38,284,000 | 394 |
| Non-managed Assets ($) | $3,912,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $56,000 | 443 |
| Number of Managed Accounts | $52,000 | 403 |
| Number of Non-Managed Accounts | $4,000 | 420 |
| Total fiduciary and related assets | $32,014,000 | 438 |
| Managed Assets ($) | $28,895,000 | 400 |
| Non-managed Assets ($) | $3,119,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $52,000 | 457 |
| Number of Managed Accounts | $48,000 | 419 |
| Number of Non-Managed Accounts | $4,000 | 430 |
| Total fiduciary and related assets | $33,175,000 | 449 |
| Managed Assets ($) | $30,200,000 | 415 |
| Non-managed Assets ($) | $2,975,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $50,000 | 1,202 |
| Number of Managed Accounts | $46,000 | 1,028 |
| Number of Non-Managed Accounts | $4,000 | 1,194 |
| Total fiduciary and related assets | $33,715,000 | 893 |
| Managed Assets ($) | $30,528,000 | 789 |
| Non-managed Assets ($) | $3,187,000 | 899 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 |