Home > First Independent Bank > Fiduciary and Related Services
First Independent Bank, Fiduciary and Related Services
| 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 | $511,000 | 354 |
| Number of Managed Accounts | $397,000 | 327 |
| Number of Non-Managed Accounts | $114,000 | 291 |
| Total fiduciary and related assets | $301,957,000 | 315 |
| Managed Assets ($) | $223,529,000 | 309 |
| Non-managed Assets ($) | $78,428,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,098,000 | 258 |
| 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 | $551,000 | 286 |
| Number of Managed Accounts | $433,000 | 267 |
| Number of Non-Managed Accounts | $118,000 | 192 |
| Total fiduciary and related assets | $315,094,000 | 299 |
| Managed Assets ($) | $231,214,000 | 287 |
| Non-managed Assets ($) | $83,880,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,585,000 | 255 |
| 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 | $534,000 | 294 |
| Number of Managed Accounts | $431,000 | 268 |
| Number of Non-Managed Accounts | $103,000 | 202 |
| Total fiduciary and related assets | $321,830,000 | 306 |
| Managed Assets ($) | $252,414,000 | 288 |
| Non-managed Assets ($) | $69,416,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,035,000 | 262 |
| 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 | $532,000 | 302 |
| Number of Managed Accounts | $430,000 | 272 |
| Number of Non-Managed Accounts | $102,000 | 207 |
| Total fiduciary and related assets | $340,083,000 | 290 |
| Managed Assets ($) | $270,287,000 | 280 |
| Non-managed Assets ($) | $69,796,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 271 |
| 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 | $523,000 | 357 |
| Number of Managed Accounts | $422,000 | 321 |
| Number of Non-Managed Accounts | $101,000 | 332 |
| Total fiduciary and related assets | $340,784,000 | 292 |
| Managed Assets ($) | $272,212,000 | 279 |
| Non-managed Assets ($) | $68,572,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,963,000 | 269 |
| 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 | $531,000 | 294 |
| Number of Managed Accounts | $431,000 | 266 |
| Number of Non-Managed Accounts | $100,000 | 211 |
| Total fiduciary and related assets | $347,289,000 | 280 |
| Managed Assets ($) | $282,141,000 | 264 |
| Non-managed Assets ($) | $65,148,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,411,000 | 270 |
| 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 | $539,000 | 293 |
| Number of Managed Accounts | $431,000 | 270 |
| Number of Non-Managed Accounts | $108,000 | 207 |
| Total fiduciary and related assets | $338,082,000 | 274 |
| Managed Assets ($) | $234,317,000 | 279 |
| Non-managed Assets ($) | $103,765,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $889,000 | 280 |
| 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 | $541,000 | 293 |
| Number of Managed Accounts | $429,000 | 270 |
| Number of Non-Managed Accounts | $112,000 | 205 |
| Total fiduciary and related assets | $339,352,000 | 285 |
| Managed Assets ($) | $237,646,000 | 284 |
| Non-managed Assets ($) | $101,706,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 338 |
| 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 | $537,000 | 356 |
| Number of Managed Accounts | $422,000 | 316 |
| Number of Non-Managed Accounts | $115,000 | 318 |
| Total fiduciary and related assets | $346,753,000 | 277 |
| Managed Assets ($) | $241,883,000 | 283 |
| Non-managed Assets ($) | $104,870,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,055,000 | 242 |
| 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 | $542,000 | 293 |
| Number of Managed Accounts | $398,000 | 277 |
| Number of Non-Managed Accounts | $144,000 | 182 |
| Total fiduciary and related assets | $367,923,000 | 270 |
| Managed Assets ($) | $227,500,000 | 281 |
| Non-managed Assets ($) | $140,423,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,528,000 | 241 |
| 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 | $562,000 | 291 |
| Number of Managed Accounts | $413,000 | 272 |
| Number of Non-Managed Accounts | $149,000 | 188 |
| Total fiduciary and related assets | $347,088,000 | 274 |
| Managed Assets ($) | $214,294,000 | 289 |
| Non-managed Assets ($) | $132,794,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 243 |
| 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 | $562,000 | 291 |
| Number of Managed Accounts | $413,000 | 273 |
| Number of Non-Managed Accounts | $149,000 | 180 |
| Total fiduciary and related assets | $418,692,000 | 245 |
| Managed Assets ($) | $202,424,000 | 287 |
| Non-managed Assets ($) | $216,268,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $479,000 | 255 |
| 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 | $585,000 | 341 |
| Number of Managed Accounts | $429,000 | 313 |
| Number of Non-Managed Accounts | $156,000 | 262 |
| Total fiduciary and related assets | $438,163,000 | 248 |
| Managed Assets ($) | $189,229,000 | 321 |
| Non-managed Assets ($) | $248,934,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,190,000 | 251 |
| 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 | $598,000 | 285 |
| Number of Managed Accounts | $426,000 | 278 |
| Number of Non-Managed Accounts | $172,000 | 177 |
| Total fiduciary and related assets | $434,647,000 | 262 |
| Managed Assets ($) | $213,722,000 | 310 |
| Non-managed Assets ($) | $220,925,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,699,000 | 252 |
| 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 | $574,000 | 296 |
| Number of Managed Accounts | $461,000 | 268 |
| Number of Non-Managed Accounts | $113,000 | 218 |
| Total fiduciary and related assets | $421,308,000 | 278 |
| Managed Assets ($) | $229,585,000 | 310 |
| Non-managed Assets ($) | $191,723,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 255 |
| 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 | $567,000 | 299 |
| Number of Managed Accounts | $459,000 | 271 |
| Number of Non-Managed Accounts | $108,000 | 218 |
| Total fiduciary and related assets | $409,021,000 | 287 |
| Managed Assets ($) | $226,183,000 | 321 |
| Non-managed Assets ($) | $182,838,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $522,000 | 271 |
| 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 | $559,000 | 349 |
| Number of Managed Accounts | $451,000 | 298 |
| Number of Non-Managed Accounts | $108,000 | 344 |
| Total fiduciary and related assets | $400,673,000 | 292 |
| Managed Assets ($) | $221,137,000 | 339 |
| Non-managed Assets ($) | $179,536,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,087,000 | 267 |
| 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 | $412,000 | 329 |
| Number of Managed Accounts | $308,000 | 310 |
| Number of Non-Managed Accounts | $104,000 | 214 |
| Total fiduciary and related assets | $347,556,000 | 310 |
| Managed Assets ($) | $171,454,000 | 339 |
| Non-managed Assets ($) | $176,102,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 268 |
| 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 | $428,000 | 330 |
| Number of Managed Accounts | $317,000 | 308 |
| Number of Non-Managed Accounts | $111,000 | 218 |
| Total fiduciary and related assets | $348,386,000 | 315 |
| Managed Assets ($) | $170,616,000 | 345 |
| Non-managed Assets ($) | $177,770,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $950,000 | 288 |
| 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 | $419,000 | 333 |
| Number of Managed Accounts | $304,000 | 311 |
| Number of Non-Managed Accounts | $115,000 | 217 |
| Total fiduciary and related assets | $336,439,000 | 319 |
| Managed Assets ($) | $166,203,000 | 349 |
| Non-managed Assets ($) | $170,236,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 318 |
| 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 | $428,000 | 411 |
| Number of Managed Accounts | $343,000 | 355 |
| Number of Non-Managed Accounts | $85,000 | 406 |
| Total fiduciary and related assets | $305,669,000 | 333 |
| Managed Assets ($) | $136,645,000 | 426 |
| Non-managed Assets ($) | $169,024,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,638,000 | 307 |
| 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 | $420,000 | 329 |
| Number of Managed Accounts | $331,000 | 298 |
| Number of Non-Managed Accounts | $89,000 | 240 |
| Total fiduciary and related assets | $303,211,000 | 334 |
| Managed Assets ($) | $135,863,000 | 337 |
| Non-managed Assets ($) | $167,348,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,165,000 | 316 |
| 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 | $427,000 | 332 |
| Number of Managed Accounts | $330,000 | 305 |
| Number of Non-Managed Accounts | $97,000 | 236 |
| Total fiduciary and related assets | $299,005,000 | 339 |
| Managed Assets ($) | $133,629,000 | 341 |
| Non-managed Assets ($) | $165,376,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $814,000 | 316 |
| 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 | $438,000 | 331 |
| Number of Managed Accounts | $335,000 | 306 |
| Number of Non-Managed Accounts | $103,000 | 240 |
| Total fiduciary and related assets | $303,851,000 | 333 |
| Managed Assets ($) | $146,652,000 | 340 |
| Non-managed Assets ($) | $157,199,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 322 |
| 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 | $459,000 | 402 |
| Number of Managed Accounts | $338,000 | 376 |
| Number of Non-Managed Accounts | $121,000 | 344 |
| Total fiduciary and related assets | $309,529,000 | 333 |
| Managed Assets ($) | $146,712,000 | 401 |
| Non-managed Assets ($) | $162,817,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,477,000 | 326 |
| 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 | $449,000 | 321 |
| Number of Managed Accounts | $326,000 | 308 |
| Number of Non-Managed Accounts | $123,000 | 225 |
| Total fiduciary and related assets | $318,352,000 | 321 |
| Managed Assets ($) | $149,834,000 | 331 |
| Non-managed Assets ($) | $168,518,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 326 |
| 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 | $465,000 | 324 |
| Number of Managed Accounts | $338,000 | 306 |
| Number of Non-Managed Accounts | $127,000 | 228 |
| Total fiduciary and related assets | $315,086,000 | 319 |
| Managed Assets ($) | $145,109,000 | 345 |
| Non-managed Assets ($) | $169,977,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $743,000 | 323 |
| 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 | $466,000 | 327 |
| Number of Managed Accounts | $330,000 | 311 |
| Number of Non-Managed Accounts | $136,000 | 227 |
| Total fiduciary and related assets | $307,728,000 | 322 |
| Managed Assets ($) | $155,358,000 | 341 |
| Non-managed Assets ($) | $152,370,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000 | 332 |
| 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 | $490,000 | 394 |
| Number of Managed Accounts | $343,000 | 370 |
| Number of Non-Managed Accounts | $147,000 | 312 |
| Total fiduciary and related assets | $297,721,000 | 335 |
| Managed Assets ($) | $143,767,000 | 397 |
| Non-managed Assets ($) | $153,954,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,362,000 | 319 |
| 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 | $510,000 | 313 |
| Number of Managed Accounts | $346,000 | 298 |
| Number of Non-Managed Accounts | $164,000 | 208 |
| Total fiduciary and related assets | $294,891,000 | 324 |
| Managed Assets ($) | $141,835,000 | 332 |
| Non-managed Assets ($) | $153,056,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 318 |
| 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 | $2,398,000 | 105 |
| Number of Managed Accounts | $324,000 | 309 |
| Number of Non-Managed Accounts | $2,074,000 | 56 |
| Total fiduciary and related assets | $345,122,000 | 297 |
| Managed Assets ($) | $148,724,000 | 334 |
| Non-managed Assets ($) | $196,398,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $724,000 | 317 |
| 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 | $515,000 | 319 |
| Number of Managed Accounts | $318,000 | 314 |
| Number of Non-Managed Accounts | $197,000 | 198 |
| Total fiduciary and related assets | $371,603,000 | 290 |
| Managed Assets ($) | $140,649,000 | 346 |
| Non-managed Assets ($) | $230,954,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 294 |
| 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 | $2,368,000 | 119 |
| Number of Managed Accounts | $311,000 | 400 |
| Number of Non-Managed Accounts | $2,057,000 | 59 |
| Total fiduciary and related assets | $367,952,000 | 301 |
| Managed Assets ($) | $134,846,000 | 406 |
| Non-managed Assets ($) | $233,106,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,254,000 | 341 |
| 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 | $2,506,000 | 114 |
| Number of Managed Accounts | $309,000 | 322 |
| Number of Non-Managed Accounts | $2,197,000 | 57 |
| Total fiduciary and related assets | $355,315,000 | 305 |
| Managed Assets ($) | $130,018,000 | 347 |
| Non-managed Assets ($) | $225,297,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $940,000 | 347 |
| 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 | $2,515,000 | 114 |
| Number of Managed Accounts | $305,000 | 325 |
| Number of Non-Managed Accounts | $2,210,000 | 61 |
| Total fiduciary and related assets | $358,235,000 | 306 |
| Managed Assets ($) | $130,949,000 | 349 |
| Non-managed Assets ($) | $227,286,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 355 |
| 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 | $2,375,000 | 123 |
| Number of Managed Accounts | $299,000 | 338 |
| Number of Non-Managed Accounts | $2,076,000 | 65 |
| Total fiduciary and related assets | $352,599,000 | 309 |
| Managed Assets ($) | $124,512,000 | 360 |
| Non-managed Assets ($) | $228,087,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 367 |
| 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 | $2,366,000 | 128 |
| Number of Managed Accounts | $288,000 | 444 |
| Number of Non-Managed Accounts | $2,078,000 | 66 |
| Total fiduciary and related assets | $272,915,000 | 352 |
| Managed Assets ($) | $114,041,000 | 440 |
| Non-managed Assets ($) | $158,874,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,381,000 | 347 |
| 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 | $3,181,000 | 93 |
| Number of Managed Accounts | $281,000 | 420 |
| Number of Non-Managed Accounts | $2,900,000 | 48 |
| Total fiduciary and related assets | $274,816,000 | 343 |
| Managed Assets ($) | $116,324,000 | 424 |
| Non-managed Assets ($) | $158,492,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,481,000 | 340 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,413,000 | 353 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 408 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 419 |
| 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 | $1,095,000 | 440 |
| 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 | $1,006,000 | 503 |
| 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 | $949,000 | 544 |
| 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 | $991,000 | 527 |
| 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 | $1,037,000 | 536 |
| 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 | $920,000 | 570 |