Home > Fortuna Bank > Number of Fiduciary and Related Asset Accounts

Fortuna Bank, Number of Fiduciary and Related Asset Accounts

2025-03-31Rank
Fiduciary powers granted$01,461
Fiduciary power exercised$01,090
Fiduciary or related activity$01,037
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Personal Trust and Agency Accounts$0368
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0279
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$078
Number of managed investment management and investment advisory agency accounts$0339
Number of foundation and endowment trust and agency accounts, managed assets$0306
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0363
Personal Trust and Agency Accounts$0307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0253
Employee Benefit-defined Benefit Accounts$0116
Number non-managed other employee benefit and retirement-related accounts$0297
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0243
Number (#) individual retirement, health savings, and other similar accounts$0186
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$0342
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0357
2024-12-31Rank
Fiduciary powers granted$01,468
Fiduciary power exercised$01,099
Fiduciary or related activity$01,035
Number of Fiduciary Accounts and Related Asset Accounts$01,015
Number of Managed Accounts$0970
Personal Trust and Agency Accounts$0959
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0397
Employee Benefit-defined Benefit Accounts$0265
Number of other employee benefit and retirement-related accounts$0621
Corporate Trust and Agency Accounts$0186
Number of managed investment management and investment advisory agency accounts$0604
Number of foundation and endowment trust and agency accounts, managed assets$0503
Other Fiduciary Accounts$0247
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0549
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$0807
Personal Trust and Agency Accounts$0633
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0356
Employee Benefit-defined Benefit Accounts$0126
Number non-managed other employee benefit and retirement-related accounts$0614
Corporate Trust and Agency Accounts$0245
Number of investment management and advisory agency accounts, non-managed assets$0384
Number (#) individual retirement, health savings, and other similar accounts$0242
Other Fiduciary Accounts$0179
Memoranda
Custody and Safekeeping Accounts$0622
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0647