Home > First Republic Bank > Fiduciary and Related Services
First Republic Bank, Fiduciary and Related Services
| 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 | $315,000 | 354 |
| Number of Managed Accounts | $222,000 | 337 |
| Number of Non-Managed Accounts | $93,000 | 232 |
| Total fiduciary and related assets | $1,703,913,000 | 137 |
| Managed Assets ($) | $1,647,942,000 | 101 |
| Non-managed Assets ($) | $55,971,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,598,000 | 158 |
| 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 | $275,000 | 365 |
| Number of Managed Accounts | $193,000 | 346 |
| Number of Non-Managed Accounts | $82,000 | 244 |
| Total fiduciary and related assets | $1,489,797,000 | 146 |
| Managed Assets ($) | $1,442,076,000 | 106 |
| Non-managed Assets ($) | $47,721,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,261,000 | 156 |
| 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 | $216,000 | 634 |
| Number of Managed Accounts | $185,000 | 550 |
| Number of Non-Managed Accounts | $31,000 | 679 |
| Total fiduciary and related assets | $1,452,391,000 | 146 |
| Managed Assets ($) | $1,420,243,000 | 105 |
| Non-managed Assets ($) | $32,148,000 | 434 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,432,000 | 167 |
| 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 | $205,000 | 367 |
| Number of Managed Accounts | $176,000 | 343 |
| Number of Non-Managed Accounts | $29,000 | 319 |
| Total fiduciary and related assets | $1,390,939,000 | 150 |
| Managed Assets ($) | $1,361,372,000 | 107 |
| Non-managed Assets ($) | $29,567,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,210,000 | 176 |
| 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 | $192,000 | 377 |
| Number of Managed Accounts | $168,000 | 350 |
| Number of Non-Managed Accounts | $24,000 | 337 |
| Total fiduciary and related assets | $1,333,445,000 | 157 |
| Managed Assets ($) | $1,310,116,000 | 112 |
| Non-managed Assets ($) | $23,329,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,170,000 | 181 |
| 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 | $174,000 | 389 |
| Number of Managed Accounts | $153,000 | 359 |
| Number of Non-Managed Accounts | $21,000 | 343 |
| Total fiduciary and related assets | $1,201,485,000 | 167 |
| Managed Assets ($) | $1,177,133,000 | 119 |
| Non-managed Assets ($) | $24,352,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 169 |
| 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 | $160,000 | 758 |
| Number of Managed Accounts | $142,000 | 649 |
| Number of Non-Managed Accounts | $18,000 | 852 |
| Total fiduciary and related assets | $1,064,779,000 | 177 |
| Managed Assets ($) | $1,047,115,000 | 123 |
| Non-managed Assets ($) | $17,664,000 | 538 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,925,000 | 184 |
| 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 | $143,000 | 388 |
| Number of Managed Accounts | $127,000 | 356 |
| Number of Non-Managed Accounts | $16,000 | 355 |
| Total fiduciary and related assets | $951,807,000 | 189 |
| Managed Assets ($) | $937,273,000 | 133 |
| Non-managed Assets ($) | $14,534,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,000 | 186 |
| 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 | $156,000 | 400 |
| Number of Managed Accounts | $138,000 | 370 |
| Number of Non-Managed Accounts | $18,000 | 370 |
| Total fiduciary and related assets | $957,781,000 | 182 |
| Managed Assets ($) | $941,504,000 | 125 |
| Non-managed Assets ($) | $16,277,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,847,000 | 186 |
| 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 | $161,000 | 402 |
| Number of Managed Accounts | $138,000 | 373 |
| Number of Non-Managed Accounts | $23,000 | 351 |
| Total fiduciary and related assets | $959,170,000 | 184 |
| Managed Assets ($) | $938,788,000 | 131 |
| Non-managed Assets ($) | $20,382,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 196 |
| 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 | $156,000 | 776 |
| Number of Managed Accounts | $134,000 | 666 |
| Number of Non-Managed Accounts | $22,000 | 807 |
| Total fiduciary and related assets | $361,036,000 | 296 |
| Managed Assets ($) | $342,337,000 | 236 |
| Non-managed Assets ($) | $18,699,000 | 522 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,970,000 | 206 |
| 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 | $156,000 | 392 |
| Number of Managed Accounts | $130,000 | 360 |
| Number of Non-Managed Accounts | $26,000 | 338 |
| Total fiduciary and related assets | $319,317,000 | 306 |
| Managed Assets ($) | $298,072,000 | 248 |
| Non-managed Assets ($) | $21,245,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,149,000 | 212 |
| 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 | $155,000 | 398 |
| Number of Managed Accounts | $125,000 | 364 |
| Number of Non-Managed Accounts | $30,000 | 339 |
| Total fiduciary and related assets | $319,562,000 | 310 |
| Managed Assets ($) | $294,884,000 | 247 |
| Non-managed Assets ($) | $24,678,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 218 |
| 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 | $148,000 | 405 |
| Number of Managed Accounts | $113,000 | 376 |
| Number of Non-Managed Accounts | $35,000 | 337 |
| Total fiduciary and related assets | $292,047,000 | 331 |
| Managed Assets ($) | $266,630,000 | 268 |
| Non-managed Assets ($) | $25,417,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $667,000 | 224 |
| 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 | $146,000 | 815 |
| Number of Managed Accounts | $110,000 | 743 |
| Number of Non-Managed Accounts | $36,000 | 699 |
| Total fiduciary and related assets | $286,143,000 | 347 |
| Managed Assets ($) | $262,040,000 | 271 |
| Non-managed Assets ($) | $24,103,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,152,000 | 245 |
| 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 | $157,000 | 410 |
| Number of Managed Accounts | $115,000 | 382 |
| Number of Non-Managed Accounts | $42,000 | 335 |
| Total fiduciary and related assets | $275,325,000 | 348 |
| Managed Assets ($) | $252,202,000 | 272 |
| Non-managed Assets ($) | $23,123,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 269 |
| 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 | $149,000 | 415 |
| Number of Managed Accounts | $105,000 | 387 |
| Number of Non-Managed Accounts | $44,000 | 338 |
| Total fiduciary and related assets | $265,596,000 | 356 |
| Managed Assets ($) | $243,860,000 | 282 |
| Non-managed Assets ($) | $21,736,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 291 |
| 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 | $135,000 | 429 |
| Number of Managed Accounts | $88,000 | 405 |
| Number of Non-Managed Accounts | $47,000 | 344 |
| Total fiduciary and related assets | $238,108,000 | 366 |
| Managed Assets ($) | $215,643,000 | 302 |
| Non-managed Assets ($) | $22,465,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $446,000 | 302 |
| 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 | $126,000 | 869 |
| Number of Managed Accounts | $79,000 | 864 |
| Number of Non-Managed Accounts | $47,000 | 645 |
| Total fiduciary and related assets | $234,629,000 | 378 |
| Managed Assets ($) | $211,997,000 | 313 |
| Non-managed Assets ($) | $22,632,000 | 481 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 324 |
| 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 | $128,000 | 821 |
| Number of Managed Accounts | $89,000 | 782 |
| Number of Non-Managed Accounts | $39,000 | 658 |
| Total fiduciary and related assets | $250,214,000 | 356 |
| Managed Assets ($) | $230,006,000 | 300 |
| Non-managed Assets ($) | $20,208,000 | 498 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,101,000 | 402 |
| 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 | $532,000 | 583 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 |