Home > Founders Bank > Fiduciary and Related Services
Founders Bank, Fiduciary and Related Services
| 2009-06-30 | 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 | $435,000 | 316 |
| Number of Managed Accounts | $369,000 | 287 |
| Number of Non-Managed Accounts | $66,000 | 243 |
| Total fiduciary and related assets | $282,926,000 | 305 |
| Managed Assets ($) | $241,759,000 | 271 |
| Non-managed Assets ($) | $41,167,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000 | 281 |
| 2009-03-31 | 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 | $440,000 | 315 |
| Number of Managed Accounts | $373,000 | 286 |
| Number of Non-Managed Accounts | $67,000 | 238 |
| Total fiduciary and related assets | $280,370,000 | 299 |
| Managed Assets ($) | $244,331,000 | 268 |
| Non-managed Assets ($) | $36,039,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 293 |
| 2008-12-31 | 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 | $441,000 | 412 |
| Number of Managed Accounts | $373,000 | 350 |
| Number of Non-Managed Accounts | $68,000 | 462 |
| Total fiduciary and related assets | $274,706,000 | 311 |
| Managed Assets ($) | $236,286,000 | 280 |
| Non-managed Assets ($) | $38,420,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,811,000 | 282 |
| 2008-09-30 | 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 | $436,000 | 329 |
| Number of Managed Accounts | $367,000 | 295 |
| Number of Non-Managed Accounts | $69,000 | 252 |
| Total fiduciary and related assets | $292,638,000 | 312 |
| Managed Assets ($) | $246,402,000 | 283 |
| Non-managed Assets ($) | $46,236,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,427,000 | 280 |
| 2008-06-30 | 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 | $439,000 | 332 |
| Number of Managed Accounts | $373,000 | 296 |
| Number of Non-Managed Accounts | $66,000 | 262 |
| Total fiduciary and related assets | $289,505,000 | 328 |
| Managed Assets ($) | $243,674,000 | 294 |
| Non-managed Assets ($) | $45,831,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 284 |
| 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 | $443,000 | 335 |
| Number of Managed Accounts | $378,000 | 298 |
| Number of Non-Managed Accounts | $65,000 | 267 |
| Total fiduciary and related assets | $288,110,000 | 336 |
| Managed Assets ($) | $242,343,000 | 305 |
| Non-managed Assets ($) | $45,767,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 300 |
| 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 | $441,000 | 416 |
| Number of Managed Accounts | $375,000 | 344 |
| Number of Non-Managed Accounts | $66,000 | 478 |
| Total fiduciary and related assets | $286,659,000 | 340 |
| Managed Assets ($) | $239,114,000 | 319 |
| Non-managed Assets ($) | $47,545,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,751,000 | 302 |
| 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 | $446,000 | 319 |
| Number of Managed Accounts | $380,000 | 287 |
| Number of Non-Managed Accounts | $66,000 | 248 |
| Total fiduciary and related assets | $288,420,000 | 334 |
| Managed Assets ($) | $240,296,000 | 305 |
| Non-managed Assets ($) | $48,124,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 296 |
| 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 | $454,000 | 322 |
| Number of Managed Accounts | $390,000 | 287 |
| Number of Non-Managed Accounts | $64,000 | 259 |
| Total fiduciary and related assets | $286,328,000 | 342 |
| Managed Assets ($) | $239,145,000 | 316 |
| Non-managed Assets ($) | $47,183,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000 | 300 |
| 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 | $464,000 | 317 |
| Number of Managed Accounts | $400,000 | 284 |
| Number of Non-Managed Accounts | $64,000 | 265 |
| Total fiduciary and related assets | $276,608,000 | 347 |
| Managed Assets ($) | $236,092,000 | 317 |
| Non-managed Assets ($) | $40,516,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 309 |
| 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 | $459,000 | 393 |
| Number of Managed Accounts | $394,000 | 330 |
| Number of Non-Managed Accounts | $65,000 | 485 |
| Total fiduciary and related assets | $250,974,000 | 369 |
| Managed Assets ($) | $209,232,000 | 347 |
| Non-managed Assets ($) | $41,742,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 321 |
| 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 | $435,000 | 324 |
| Number of Managed Accounts | $405,000 | 279 |
| Number of Non-Managed Accounts | $30,000 | 316 |
| Total fiduciary and related assets | $228,618,000 | 357 |
| Managed Assets ($) | $210,550,000 | 315 |
| Non-managed Assets ($) | $18,068,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,159,000 | 318 |
| 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 | $511,000 | 314 |
| Number of Managed Accounts | $430,000 | 279 |
| Number of Non-Managed Accounts | $81,000 | 255 |
| Total fiduciary and related assets | $257,661,000 | 357 |
| Managed Assets ($) | $213,324,000 | 314 |
| Non-managed Assets ($) | $44,337,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $787,000 | 321 |
| 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 | $514,000 | 313 |
| Number of Managed Accounts | $434,000 | 283 |
| Number of Non-Managed Accounts | $80,000 | 263 |
| Total fiduciary and related assets | $265,446,000 | 353 |
| Managed Assets ($) | $220,856,000 | 310 |
| Non-managed Assets ($) | $44,590,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 334 |
| 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 | $529,000 | 363 |
| Number of Managed Accounts | $450,000 | 313 |
| Number of Non-Managed Accounts | $79,000 | 451 |
| Total fiduciary and related assets | $258,854,000 | 362 |
| Managed Assets ($) | $218,177,000 | 322 |
| Non-managed Assets ($) | $40,677,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,377,000 | 338 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 332 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $681,000 | 332 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 339 |
| 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 | $537,000 | 362 |
| Number of Managed Accounts | $452,000 | 304 |
| Number of Non-Managed Accounts | $85,000 | 447 |
| Total fiduciary and related assets | $205,072,000 | 411 |
| Managed Assets ($) | $159,856,000 | 375 |
| Non-managed Assets ($) | $45,216,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 325 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $984,000 | 332 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 334 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 357 |
| 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 | $508,000 | 393 |
| Number of Managed Accounts | $488,000 | 295 |
| Number of Non-Managed Accounts | $20,000 | 845 |
| Total fiduciary and related assets | $114,274,000 | 528 |
| Managed Assets ($) | $97,782,000 | 472 |
| Non-managed Assets ($) | $16,492,000 | 566 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,023,000 | 378 |
| 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 | $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 | $775,000 | 384 |
| 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 | $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 | $486,000 | 402 |
| 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 | $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 | $222,000 | 427 |
| 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 | $591,000 | 368 |
| Number of Managed Accounts | $571,000 | 278 |
| Number of Non-Managed Accounts | $20,000 | 862 |
| Total fiduciary and related assets | $79,799,000 | 631 |
| Managed Assets ($) | $69,899,000 | 556 |
| Non-managed Assets ($) | $9,900,000 | 650 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 412 |
| 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 | $541,000 | 365 |
| Number of Managed Accounts | $518,000 | 279 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $111,578,000 | 516 |
| Managed Assets ($) | $100,644,000 | 454 |
| Non-managed Assets ($) | $10,934,000 | 610 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 426 |
| 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 | $828,000 | 461 |
| 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 | $618,000 | 580 |
| 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 | $491,000 | 641 |
| 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 | $441,000 | 694 |
| 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 | $428,000 | 750 |
| 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 | $382,000 | 815 |
| 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 | $382,000 | 821 |
| 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 | $343,000 | 897 |
| 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 | $296,000 | 960 |