Home > First National Bank of Arizona > Fiduciary and Related Services
First National Bank of Arizona, 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 | $570,000 | 298 |
| Number of Managed Accounts | $556,000 | 242 |
| Number of Non-Managed Accounts | $14,000 | 367 |
| Total fiduciary and related assets | $494,507,000 | 258 |
| Managed Assets ($) | $485,711,000 | 199 |
| Non-managed Assets ($) | $8,796,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 167 |
| 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 | $572,000 | 344 |
| Number of Managed Accounts | $558,000 | 259 |
| Number of Non-Managed Accounts | $14,000 | 856 |
| Total fiduciary and related assets | $510,100,000 | 260 |
| Managed Assets ($) | $499,991,000 | 198 |
| Non-managed Assets ($) | $10,109,000 | 648 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,508,000 | 170 |
| 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 | $559,000 | 288 |
| Number of Managed Accounts | $543,000 | 239 |
| Number of Non-Managed Accounts | $16,000 | 345 |
| Total fiduciary and related assets | $520,596,000 | 253 |
| Managed Assets ($) | $510,514,000 | 197 |
| Non-managed Assets ($) | $10,082,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,395,000 | 165 |
| 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 | $542,000 | 299 |
| Number of Managed Accounts | $529,000 | 243 |
| Number of Non-Managed Accounts | $13,000 | 366 |
| Total fiduciary and related assets | $510,726,000 | 263 |
| Managed Assets ($) | $501,535,000 | 203 |
| Non-managed Assets ($) | $9,191,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,196,000 | 177 |
| 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 | $544,000 | 299 |
| Number of Managed Accounts | $527,000 | 245 |
| Number of Non-Managed Accounts | $17,000 | 354 |
| Total fiduciary and related assets | $514,452,000 | 258 |
| Managed Assets ($) | $502,226,000 | 199 |
| Non-managed Assets ($) | $12,226,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 174 |
| 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 | $543,000 | 354 |
| Number of Managed Accounts | $528,000 | 265 |
| Number of Non-Managed Accounts | $15,000 | 861 |
| Total fiduciary and related assets | $506,291,000 | 257 |
| Managed Assets ($) | $496,269,000 | 201 |
| Non-managed Assets ($) | $10,022,000 | 650 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,646,000 | 182 |
| 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 | $554,000 | 299 |
| Number of Managed Accounts | $541,000 | 244 |
| Number of Non-Managed Accounts | $13,000 | 356 |
| Total fiduciary and related assets | $498,647,000 | 256 |
| Managed Assets ($) | $489,058,000 | 204 |
| Non-managed Assets ($) | $9,589,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,700,000 | 190 |
| 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 | $532,000 | 311 |
| Number of Managed Accounts | $518,000 | 256 |
| Number of Non-Managed Accounts | $14,000 | 360 |
| Total fiduciary and related assets | $486,993,000 | 262 |
| Managed Assets ($) | $477,492,000 | 204 |
| Non-managed Assets ($) | $9,501,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 195 |
| 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 | $546,000 | 308 |
| Number of Managed Accounts | $531,000 | 253 |
| Number of Non-Managed Accounts | $15,000 | 364 |
| Total fiduciary and related assets | $490,856,000 | 264 |
| Managed Assets ($) | $482,944,000 | 204 |
| Non-managed Assets ($) | $7,912,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 195 |
| 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 | $538,000 | 358 |
| Number of Managed Accounts | $521,000 | 278 |
| Number of Non-Managed Accounts | $17,000 | 866 |
| Total fiduciary and related assets | $458,966,000 | 268 |
| Managed Assets ($) | $451,247,000 | 211 |
| Non-managed Assets ($) | $7,719,000 | 701 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,811,000 | 214 |
| 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 | $535,000 | 298 |
| Number of Managed Accounts | $517,000 | 253 |
| Number of Non-Managed Accounts | $18,000 | 347 |
| Total fiduciary and related assets | $468,039,000 | 260 |
| Managed Assets ($) | $457,424,000 | 207 |
| Non-managed Assets ($) | $10,615,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,014,000 | 216 |
| 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 | $523,000 | 310 |
| Number of Managed Accounts | $504,000 | 260 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $400,031,000 | 283 |
| Managed Assets ($) | $386,775,000 | 226 |
| Non-managed Assets ($) | $13,256,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,301,000 | 218 |
| 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 | $501,000 | 318 |
| Number of Managed Accounts | $483,000 | 267 |
| Number of Non-Managed Accounts | $18,000 | 370 |
| Total fiduciary and related assets | $400,894,000 | 284 |
| Managed Assets ($) | $390,793,000 | 225 |
| Non-managed Assets ($) | $10,101,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $660,000 | 220 |
| 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 | $503,000 | 382 |
| Number of Managed Accounts | $481,000 | 292 |
| Number of Non-Managed Accounts | $22,000 | 807 |
| Total fiduciary and related assets | $393,152,000 | 287 |
| Managed Assets ($) | $380,505,000 | 227 |
| Non-managed Assets ($) | $12,647,000 | 587 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,871,000 | 271 |
| 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 | $483,000 | 319 |
| Number of Managed Accounts | $463,000 | 270 |
| Number of Non-Managed Accounts | $20,000 | 354 |
| Total fiduciary and related assets | $371,744,000 | 286 |
| Managed Assets ($) | $359,159,000 | 226 |
| Non-managed Assets ($) | $12,585,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 287 |
| 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 | $490,000 | 323 |
| Number of Managed Accounts | $469,000 | 269 |
| Number of Non-Managed Accounts | $21,000 | 365 |
| Total fiduciary and related assets | $365,975,000 | 290 |
| Managed Assets ($) | $354,573,000 | 227 |
| Non-managed Assets ($) | $11,402,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 323 |
| 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 | $489,000 | 328 |
| Number of Managed Accounts | $468,000 | 272 |
| Number of Non-Managed Accounts | $21,000 | 368 |
| Total fiduciary and related assets | $363,142,000 | 293 |
| Managed Assets ($) | $351,192,000 | 231 |
| Non-managed Assets ($) | $11,950,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| 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 | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| 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 | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 |