Home > First Charter Bank > Fiduciary and Related Services
First Charter Bank, Fiduciary and Related Services
| 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 | $409,000 | 344 |
| Number of Managed Accounts | $345,000 | 307 |
| Number of Non-Managed Accounts | $64,000 | 269 |
| Total fiduciary and related assets | $359,046,000 | 301 |
| Managed Assets ($) | $258,801,000 | 293 |
| Non-managed Assets ($) | $100,245,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $781,000 | 217 |
| 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 | $420,000 | 431 |
| Number of Managed Accounts | $357,000 | 360 |
| Number of Non-Managed Accounts | $63,000 | 487 |
| Total fiduciary and related assets | $392,275,000 | 297 |
| Managed Assets ($) | $299,318,000 | 270 |
| Non-managed Assets ($) | $92,957,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,496,000 | 197 |
| 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 | $424,000 | 325 |
| Number of Managed Accounts | $359,000 | 298 |
| Number of Non-Managed Accounts | $65,000 | 249 |
| Total fiduciary and related assets | $499,733,000 | 258 |
| Managed Assets ($) | $299,550,000 | 268 |
| Non-managed Assets ($) | $200,183,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,591,000 | 195 |
| 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 | $441,000 | 326 |
| Number of Managed Accounts | $375,000 | 292 |
| Number of Non-Managed Accounts | $66,000 | 255 |
| Total fiduciary and related assets | $459,607,000 | 286 |
| Managed Assets ($) | $283,100,000 | 282 |
| Non-managed Assets ($) | $176,507,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,667,000 | 207 |
| 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 | $437,000 | 326 |
| Number of Managed Accounts | $372,000 | 294 |
| Number of Non-Managed Accounts | $65,000 | 263 |
| Total fiduciary and related assets | $459,373,000 | 276 |
| Managed Assets ($) | $280,850,000 | 282 |
| Non-managed Assets ($) | $178,523,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 225 |
| 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 | $434,000 | 409 |
| Number of Managed Accounts | $369,000 | 344 |
| Number of Non-Managed Accounts | $65,000 | 485 |
| Total fiduciary and related assets | $441,493,000 | 276 |
| Managed Assets ($) | $267,786,000 | 288 |
| Non-managed Assets ($) | $173,707,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,125,000 | 197 |
| 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 | $423,000 | 328 |
| Number of Managed Accounts | $356,000 | 291 |
| Number of Non-Managed Accounts | $67,000 | 265 |
| Total fiduciary and related assets | $429,864,000 | 284 |
| Managed Assets ($) | $265,034,000 | 285 |
| Non-managed Assets ($) | $164,830,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 207 |
| 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 | $416,000 | 334 |
| Number of Managed Accounts | $350,000 | 298 |
| Number of Non-Managed Accounts | $66,000 | 277 |
| Total fiduciary and related assets | $420,128,000 | 288 |
| Managed Assets ($) | $257,258,000 | 290 |
| Non-managed Assets ($) | $162,870,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 213 |
| 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 | $409,000 | 337 |
| Number of Managed Accounts | $342,000 | 304 |
| Number of Non-Managed Accounts | $67,000 | 277 |
| Total fiduciary and related assets | $427,149,000 | 287 |
| Managed Assets ($) | $262,069,000 | 286 |
| Non-managed Assets ($) | $165,080,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 211 |
| 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 | $430,000 | 424 |
| Number of Managed Accounts | $351,000 | 367 |
| Number of Non-Managed Accounts | $79,000 | 451 |
| Total fiduciary and related assets | $410,281,000 | 289 |
| Managed Assets ($) | $251,037,000 | 294 |
| Non-managed Assets ($) | $159,244,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,800,000 | 215 |
| 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 | $422,000 | 327 |
| Number of Managed Accounts | $344,000 | 301 |
| Number of Non-Managed Accounts | $78,000 | 262 |
| Total fiduciary and related assets | $419,092,000 | 280 |
| Managed Assets ($) | $251,505,000 | 283 |
| Non-managed Assets ($) | $167,587,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,030,000 | 215 |
| 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 | $438,000 | 332 |
| Number of Managed Accounts | $358,000 | 300 |
| Number of Non-Managed Accounts | $80,000 | 262 |
| Total fiduciary and related assets | $430,235,000 | 268 |
| Managed Assets ($) | $247,954,000 | 286 |
| Non-managed Assets ($) | $182,281,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,309,000 | 217 |
| 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 | $430,000 | 338 |
| Number of Managed Accounts | $355,000 | 302 |
| Number of Non-Managed Accounts | $75,000 | 269 |
| Total fiduciary and related assets | $372,542,000 | 295 |
| Managed Assets ($) | $196,846,000 | 324 |
| Non-managed Assets ($) | $175,696,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 219 |
| 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 | $426,000 | 429 |
| Number of Managed Accounts | $350,000 | 362 |
| Number of Non-Managed Accounts | $76,000 | 475 |
| Total fiduciary and related assets | $364,561,000 | 294 |
| Managed Assets ($) | $202,609,000 | 331 |
| Non-managed Assets ($) | $161,952,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,000 | 244 |
| 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 | $424,000 | 330 |
| Number of Managed Accounts | $355,000 | 294 |
| Number of Non-Managed Accounts | $69,000 | 276 |
| Total fiduciary and related assets | $359,598,000 | 292 |
| Managed Assets ($) | $194,113,000 | 314 |
| Non-managed Assets ($) | $165,485,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,620,000 | 253 |
| 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 | $421,000 | 336 |
| Number of Managed Accounts | $354,000 | 295 |
| Number of Non-Managed Accounts | $67,000 | 292 |
| Total fiduciary and related assets | $356,457,000 | 293 |
| Managed Assets ($) | $189,965,000 | 320 |
| Non-managed Assets ($) | $166,492,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,120,000 | 248 |
| 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 | $417,000 | 338 |
| Number of Managed Accounts | $350,000 | 301 |
| Number of Non-Managed Accounts | $67,000 | 293 |
| Total fiduciary and related assets | $353,563,000 | 298 |
| Managed Assets ($) | $187,512,000 | 324 |
| Non-managed Assets ($) | $166,051,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 249 |
| 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 | $425,000 | 442 |
| Number of Managed Accounts | $365,000 | 361 |
| Number of Non-Managed Accounts | $60,000 | 569 |
| Total fiduciary and related assets | $340,061,000 | 314 |
| Managed Assets ($) | $174,607,000 | 353 |
| Non-managed Assets ($) | $165,454,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,061,000 | 253 |
| 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 | $432,000 | 351 |
| Number of Managed Accounts | $373,000 | 303 |
| Number of Non-Managed Accounts | $59,000 | 312 |
| Total fiduciary and related assets | $319,189,000 | 322 |
| Managed Assets ($) | $171,919,000 | 326 |
| Non-managed Assets ($) | $147,270,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,536,000 | 265 |
| 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 | $445,000 | 354 |
| Number of Managed Accounts | $389,000 | 304 |
| Number of Non-Managed Accounts | $56,000 | 326 |
| Total fiduciary and related assets | $311,182,000 | 326 |
| Managed Assets ($) | $172,896,000 | 330 |
| Non-managed Assets ($) | $138,286,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 264 |
| 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 | $481,000 | 343 |
| Number of Managed Accounts | $425,000 | 302 |
| Number of Non-Managed Accounts | $56,000 | 328 |
| Total fiduciary and related assets | $288,555,000 | 337 |
| Managed Assets ($) | $167,577,000 | 341 |
| Non-managed Assets ($) | $120,978,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $578,000 | 259 |
| 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 | $508,000 | 404 |
| Number of Managed Accounts | $444,000 | 337 |
| Number of Non-Managed Accounts | $64,000 | 550 |
| Total fiduciary and related assets | $314,098,000 | 328 |
| Managed Assets ($) | $180,465,000 | 355 |
| Non-managed Assets ($) | $133,633,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,396,000 | 256 |
| 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 | $613,000 | 337 |
| Number of Managed Accounts | $581,000 | 259 |
| Number of Non-Managed Accounts | $32,000 | 715 |
| Total fiduciary and related assets | $361,203,000 | 292 |
| Managed Assets ($) | $317,036,000 | 249 |
| Non-managed Assets ($) | $44,167,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 271 |
| 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 | $2,819,000 | 236 |
| 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 | $2,303,000 | 306 |
| 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 | $2,006,000 | 320 |
| 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 | $1,901,000 | 332 |
| 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 | $1,490,000 | 412 |
| 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 | $1,556,000 | 429 |
| 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 | $1,382,000 | 448 |
| 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 | $1,262,000 | 489 |
| 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 | $1,144,000 | 517 |