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First Regional Bank, Fiduciary and Related Services

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$14,280,00033
Number of Managed Accounts$176,000539
Number of Non-Managed Accounts$14,104,00017
Total fiduciary and related assets$1,485,980,000126
Managed Assets ($)$265,715,000274
Non-managed Assets ($)$1,220,265,00085
Memoranda
Gross Fiduciary activities income$4,962,000143
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$14,036,00035
Number of Managed Accounts$186,000323
Number of Non-Managed Accounts$13,850,00019
Total fiduciary and related assets$1,342,142,000133
Managed Assets ($)$264,640,000267
Non-managed Assets ($)$1,077,502,00087
Memoranda
Gross Fiduciary activities income$3,645,000148
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$14,017,00035
Number of Managed Accounts$182,000331
Number of Non-Managed Accounts$13,835,00019
Total fiduciary and related assets$1,361,040,000128
Managed Assets ($)$268,241,000257
Non-managed Assets ($)$1,092,799,00082
Memoranda
Gross Fiduciary activities income$2,299,000149
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$14,354,00034
Number of Managed Accounts$181,000330
Number of Non-Managed Accounts$14,173,00018
Total fiduciary and related assets$1,390,366,000122
Managed Assets ($)$258,012,000257
Non-managed Assets ($)$1,132,354,00077
Memoranda
Gross Fiduciary activities income$1,127,000148
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$14,836,00036
Number of Managed Accounts$183,000537
Number of Non-Managed Accounts$14,653,00018
Total fiduciary and related assets$1,488,643,000124
Managed Assets ($)$267,826,000257
Non-managed Assets ($)$1,220,817,00078
Memoranda
Gross Fiduciary activities income$4,551,000164
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$15,501,00033
Number of Managed Accounts$194,000352
Number of Non-Managed Accounts$15,307,00018
Total fiduciary and related assets$1,535,611,000128
Managed Assets ($)$296,419,000252
Non-managed Assets ($)$1,239,192,00083
Memoranda
Gross Fiduciary activities income$3,603,000163
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$15,578,00034
Number of Managed Accounts$195,000353
Number of Non-Managed Accounts$15,383,00019
Total fiduciary and related assets$1,518,715,000132
Managed Assets ($)$311,233,000254
Non-managed Assets ($)$1,207,482,00089
Memoranda
Gross Fiduciary activities income$2,448,000162
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$22,233,00029
Number of Managed Accounts$191,000360
Number of Non-Managed Accounts$22,042,00016
Total fiduciary and related assets$2,117,008,000115
Managed Assets ($)$293,791,000266
Non-managed Assets ($)$1,823,217,00073
Memoranda
Gross Fiduciary activities income$1,206,000164
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$22,063,00028
Number of Managed Accounts$194,000534
Number of Non-Managed Accounts$21,869,00015
Total fiduciary and related assets$2,094,191,000118
Managed Assets ($)$301,670,000268
Non-managed Assets ($)$1,792,521,00076
Memoranda
Gross Fiduciary activities income$4,548,000169
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$21,841,00027
Number of Managed Accounts$191,000345
Number of Non-Managed Accounts$21,650,00015
Total fiduciary and related assets$2,024,238,000121
Managed Assets ($)$298,065,000270
Non-managed Assets ($)$1,726,173,00077
Memoranda
Gross Fiduciary activities income$3,367,000167
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$21,744,00027
Number of Managed Accounts$187,000349
Number of Non-Managed Accounts$21,557,00014
Total fiduciary and related assets$1,977,575,000127
Managed Assets ($)$289,469,000279
Non-managed Assets ($)$1,688,106,00083
Memoranda
Gross Fiduciary activities income$2,097,000182
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$21,082,00028
Number of Managed Accounts$181,000355
Number of Non-Managed Accounts$20,901,00015
Total fiduciary and related assets$1,939,277,000128
Managed Assets ($)$249,648,000308
Non-managed Assets ($)$1,689,629,00084
Memoranda
Gross Fiduciary activities income$1,075,000178
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$20,815,00028
Number of Managed Accounts$176,000564
Number of Non-Managed Accounts$20,639,00015
Total fiduciary and related assets$1,973,465,000121
Managed Assets ($)$237,213,000316
Non-managed Assets ($)$1,736,252,00081
Memoranda
Gross Fiduciary activities income$4,059,000177
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$20,370,00027
Number of Managed Accounts$176,000343
Number of Non-Managed Accounts$20,194,00013
Total fiduciary and related assets$1,847,210,000128
Managed Assets ($)$230,837,000304
Non-managed Assets ($)$1,616,373,00084
Memoranda
Gross Fiduciary activities income$3,079,000185
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$19,964,00026
Number of Managed Accounts$182,000346
Number of Non-Managed Accounts$19,782,00015
Total fiduciary and related assets$1,997,076,000126
Managed Assets ($)$245,141,000299
Non-managed Assets ($)$1,751,935,00085
Memoranda
Gross Fiduciary activities income$2,128,000186
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$19,231,00026
Number of Managed Accounts$180,000353
Number of Non-Managed Accounts$19,051,00014
Total fiduciary and related assets$1,698,503,000138
Managed Assets ($)$252,111,000291
Non-managed Assets ($)$1,446,392,00093
Memoranda
Gross Fiduciary activities income$1,104,000175
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$18,731,00030
Number of Managed Accounts$180,000571
Number of Non-Managed Accounts$18,551,00014
Total fiduciary and related assets$1,926,707,000127
Managed Assets ($)$254,602,000292
Non-managed Assets ($)$1,672,105,00088
Memoranda
Gross Fiduciary activities income$3,588,000191
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$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$1,000,000338
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$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$618,000349
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$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$317,000341
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$17,083,00032
Number of Managed Accounts$103,000750
Number of Non-Managed Accounts$16,980,00020
Total fiduciary and related assets$1,198,360,000168
Managed Assets ($)$169,179,000361
Non-managed Assets ($)$1,029,181,000113
Memoranda
Gross Fiduciary activities income$2,648,000218
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$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$698,000393
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$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$438,000414
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$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$211,000421
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$77,0001,027
Number of Managed Accounts$77,000846
Number of Non-Managed Accounts$01,417
Total fiduciary and related assets$124,661,000502
Managed Assets ($)$124,661,000416
Non-managed Assets ($)$01,404
Memoranda
Gross Fiduciary activities income$692,000463
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$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$493,000477
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$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$312,000502
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$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$154,000515
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$61,0001,138
Number of Managed Accounts$61,000948
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$86,624,000608
Managed Assets ($)$86,624,000507
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities income$458,000602
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$40,0001,212
Number of Managed Accounts$40,0001,039
Number of Non-Managed Accounts$01,385
Total fiduciary and related assets$76,827,000615
Managed Assets ($)$76,827,000511
Non-managed Assets ($)$01,377
Memoranda
Gross Fiduciary activities income$104,000987
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$01,332
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$01,380
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$01,398
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$01,450
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$01,526
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$01,590
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$01,599
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$01,630
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$01,658