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First National Bank of Chester County, Fiduciary and Related Services

2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$816,000237
Number of Managed Accounts$804,000173
Number of Non-Managed Accounts$12,000348
Total fiduciary and related assets$428,169,000255
Managed Assets ($)$400,698,000209
Non-managed Assets ($)$27,471,000300
Memoranda
Gross Fiduciary activities income$2,783,000171
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$823,000235
Number of Managed Accounts$811,000172
Number of Non-Managed Accounts$12,000347
Total fiduciary and related assets$455,167,000239
Managed Assets ($)$396,381,000203
Non-managed Assets ($)$58,786,000249
Memoranda
Gross Fiduciary activities income$1,893,000169
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$836,000233
Number of Managed Accounts$822,000173
Number of Non-Managed Accounts$14,000344
Total fiduciary and related assets$481,813,000239
Managed Assets ($)$419,238,000200
Non-managed Assets ($)$62,575,000254
Memoranda
Gross Fiduciary activities income$839,000185
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$841,000256
Number of Managed Accounts$830,000178
Number of Non-Managed Accounts$11,000889
Total fiduciary and related assets$475,678,000240
Managed Assets ($)$416,748,000203
Non-managed Assets ($)$58,930,000296
Memoranda
Gross Fiduciary activities income$3,506,000181
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$846,000234
Number of Managed Accounts$835,000173
Number of Non-Managed Accounts$11,000347
Total fiduciary and related assets$477,518,000240
Managed Assets ($)$423,696,000201
Non-managed Assets ($)$53,822,000248
Memoranda
Gross Fiduciary activities income$2,596,000180
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$825,000240
Number of Managed Accounts$812,000180
Number of Non-Managed Accounts$13,000346
Total fiduciary and related assets$434,804,000247
Managed Assets ($)$386,774,000208
Non-managed Assets ($)$48,030,000253
Memoranda
Gross Fiduciary activities income$1,756,000177
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$811,000241
Number of Managed Accounts$799,000186
Number of Non-Managed Accounts$12,000346
Total fiduciary and related assets$399,752,000252
Managed Assets ($)$358,665,000213
Non-managed Assets ($)$41,087,000260
Memoranda
Gross Fiduciary activities income$833,000182
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$821,000271
Number of Managed Accounts$806,000193
Number of Non-Managed Accounts$15,000829
Total fiduciary and related assets$412,422,000254
Managed Assets ($)$368,579,000218
Non-managed Assets ($)$43,843,000337
Memoranda
Gross Fiduciary activities income$3,393,000194
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$829,000241
Number of Managed Accounts$817,000179
Number of Non-Managed Accounts$12,000366
Total fiduciary and related assets$448,782,000255
Managed Assets ($)$396,050,000215
Non-managed Assets ($)$52,732,000274
Memoranda
Gross Fiduciary activities income$2,636,000195
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$836,000245
Number of Managed Accounts$825,000184
Number of Non-Managed Accounts$11,000372
Total fiduciary and related assets$464,045,000262
Managed Assets ($)$407,012,000220
Non-managed Assets ($)$57,033,000273
Memoranda
Gross Fiduciary activities income$1,784,000197
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$847,000246
Number of Managed Accounts$835,000185
Number of Non-Managed Accounts$12,000375
Total fiduciary and related assets$463,085,000270
Managed Assets ($)$406,098,000224
Non-managed Assets ($)$56,987,000271
Memoranda
Gross Fiduciary activities income$838,000205
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$845,000265
Number of Managed Accounts$833,000187
Number of Non-Managed Accounts$12,000889
Total fiduciary and related assets$487,602,000266
Managed Assets ($)$426,282,000219
Non-managed Assets ($)$61,320,000324
Memoranda
Gross Fiduciary activities income$3,620,000193
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$843,000241
Number of Managed Accounts$828,000182
Number of Non-Managed Accounts$15,000351
Total fiduciary and related assets$486,714,000264
Managed Assets ($)$423,303,000220
Non-managed Assets ($)$63,411,000259
Memoranda
Gross Fiduciary activities income$2,714,000191
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$860,000240
Number of Managed Accounts$848,000181
Number of Non-Managed Accounts$12,000372
Total fiduciary and related assets$463,591,000283
Managed Assets ($)$412,939,000230
Non-managed Assets ($)$50,652,000277
Memoranda
Gross Fiduciary activities income$1,848,000193
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$864,000235
Number of Managed Accounts$852,000176
Number of Non-Managed Accounts$12,000370
Total fiduciary and related assets$457,655,000277
Managed Assets ($)$409,633,000224
Non-managed Assets ($)$48,022,000279
Memoranda
Gross Fiduciary activities income$887,000197
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$879,000252
Number of Managed Accounts$868,000180
Number of Non-Managed Accounts$11,000924
Total fiduciary and related assets$463,377,000274
Managed Assets ($)$417,316,000218
Non-managed Assets ($)$46,061,000363
Memoranda
Gross Fiduciary activities income$3,423,000189
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$882,000233
Number of Managed Accounts$871,000177
Number of Non-Managed Accounts$11,000362
Total fiduciary and related assets$450,393,000277
Managed Assets ($)$406,375,000225
Non-managed Assets ($)$44,018,000285
Memoranda
Gross Fiduciary activities income$2,545,000198
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$887,000233
Number of Managed Accounts$875,000182
Number of Non-Managed Accounts$12,000366
Total fiduciary and related assets$435,273,000283
Managed Assets ($)$394,573,000232
Non-managed Assets ($)$40,700,000295
Memoranda
Gross Fiduciary activities income$1,709,000201
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$906,000230
Number of Managed Accounts$893,000177
Number of Non-Managed Accounts$13,000369
Total fiduciary and related assets$462,072,000274
Managed Assets ($)$418,888,000225
Non-managed Assets ($)$43,184,000295
Memoranda
Gross Fiduciary activities income$809,000210
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$917,000244
Number of Managed Accounts$904,000179
Number of Non-Managed Accounts$13,000933
Total fiduciary and related assets$472,753,000264
Managed Assets ($)$431,003,000217
Non-managed Assets ($)$41,750,000372
Memoranda
Gross Fiduciary activities income$3,393,000193
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$921,000218
Number of Managed Accounts$908,000169
Number of Non-Managed Accounts$13,000365
Total fiduciary and related assets$469,154,000259
Managed Assets ($)$427,766,000213
Non-managed Assets ($)$41,388,000289
Memoranda
Gross Fiduciary activities income$2,428,000195
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$929,000215
Number of Managed Accounts$915,000168
Number of Non-Managed Accounts$14,000377
Total fiduciary and related assets$474,386,000252
Managed Assets ($)$436,037,000211
Non-managed Assets ($)$38,349,000297
Memoranda
Gross Fiduciary activities income$1,584,000198
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$935,000214
Number of Managed Accounts$920,000168
Number of Non-Managed Accounts$15,000376
Total fiduciary and related assets$480,037,000254
Managed Assets ($)$442,065,000208
Non-managed Assets ($)$37,972,000304
Memoranda
Gross Fiduciary activities income$869,000191
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$908,000245
Number of Managed Accounts$893,000175
Number of Non-Managed Accounts$15,000897
Total fiduciary and related assets$481,687,000256
Managed Assets ($)$440,718,000203
Non-managed Assets ($)$40,969,000377
Memoranda
Gross Fiduciary activities income$3,486,000188
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$928,000215
Number of Managed Accounts$913,000170
Number of Non-Managed Accounts$15,000368
Total fiduciary and related assets$456,955,000257
Managed Assets ($)$425,528,000203
Non-managed Assets ($)$31,427,000307
Memoranda
Gross Fiduciary activities income$2,655,000185
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$924,000220
Number of Managed Accounts$883,000175
Number of Non-Managed Accounts$41,000323
Total fiduciary and related assets$458,586,000258
Managed Assets ($)$394,728,000215
Non-managed Assets ($)$63,858,000274
Memoranda
Gross Fiduciary activities income$1,822,000184
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$936,000215
Number of Managed Accounts$893,000170
Number of Non-Managed Accounts$43,000326
Total fiduciary and related assets$472,307,000258
Managed Assets ($)$408,228,000212
Non-managed Assets ($)$64,079,000276
Memoranda
Gross Fiduciary activities income$947,000178
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$930,000249
Number of Managed Accounts$883,000186
Number of Non-Managed Accounts$47,000628
Total fiduciary and related assets$468,151,000265
Managed Assets ($)$391,060,000225
Non-managed Assets ($)$77,091,000292
Memoranda
Gross Fiduciary activities income$3,277,000195
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$911,000233
Number of Managed Accounts$862,000186
Number of Non-Managed Accounts$49,000330
Total fiduciary and related assets$440,514,000273
Managed Assets ($)$353,202,000238
Non-managed Assets ($)$87,312,000260
Memoranda
Gross Fiduciary activities income$2,477,000203
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$906,000243
Number of Managed Accounts$857,000186
Number of Non-Managed Accounts$49,000334
Total fiduciary and related assets$437,570,000273
Managed Assets ($)$352,430,000236
Non-managed Assets ($)$85,140,000263
Memoranda
Gross Fiduciary activities income$1,653,000206
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$911,000246
Number of Managed Accounts$862,000191
Number of Non-Managed Accounts$49,000341
Total fiduciary and related assets$415,755,000284
Managed Assets ($)$337,706,000241
Non-managed Assets ($)$78,049,000270
Memoranda
Gross Fiduciary activities income$783,000217
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$904,000275
Number of Managed Accounts$855,000202
Number of Non-Managed Accounts$49,000635
Total fiduciary and related assets$471,357,000268
Managed Assets ($)$392,945,000224
Non-managed Assets ($)$78,412,000291
Memoranda
Gross Fiduciary activities income$3,179,000216
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$862,000258
Number of Managed Accounts$820,000190
Number of Non-Managed Accounts$42,000634
Total fiduciary and related assets$416,996,000274
Managed Assets ($)$375,934,000227
Non-managed Assets ($)$41,062,000371
Memoranda
Gross Fiduciary activities income$2,919,000230
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,065,000221
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,536,000285
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,266,000293
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,000,000324
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,861,000367
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,836,000392
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,764,000392
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,680,000416
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,500,000439