Home > Great Western Bank > Fiduciary and Related Services
Great Western Bank, Fiduciary and Related Services
| 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 | $926,000 | 233 |
| Number of Managed Accounts | $249,000 | 443 |
| Number of Non-Managed Accounts | $677,000 | 106 |
| Total fiduciary and related assets | $472,462,000 | 268 |
| Managed Assets ($) | $224,544,000 | 328 |
| Non-managed Assets ($) | $247,918,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,819,000 | 282 |
| 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 | $923,000 | 220 |
| Number of Managed Accounts | $250,000 | 324 |
| Number of Non-Managed Accounts | $673,000 | 93 |
| Total fiduciary and related assets | $454,369,000 | 276 |
| Managed Assets ($) | $213,440,000 | 313 |
| Non-managed Assets ($) | $240,929,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,361,000 | 289 |
| 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 | $907,000 | 227 |
| Number of Managed Accounts | $250,000 | 329 |
| Number of Non-Managed Accounts | $657,000 | 94 |
| Total fiduciary and related assets | $502,261,000 | 258 |
| Managed Assets ($) | $201,573,000 | 322 |
| Non-managed Assets ($) | $300,688,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $871,000 | 304 |
| 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 | $909,000 | 227 |
| Number of Managed Accounts | $251,000 | 337 |
| Number of Non-Managed Accounts | $658,000 | 96 |
| Total fiduciary and related assets | $517,613,000 | 253 |
| Managed Assets ($) | $197,366,000 | 326 |
| Non-managed Assets ($) | $320,247,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 305 |
| 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 | $891,000 | 251 |
| Number of Managed Accounts | $251,000 | 464 |
| Number of Non-Managed Accounts | $640,000 | 112 |
| Total fiduciary and related assets | $495,683,000 | 255 |
| Managed Assets ($) | $185,577,000 | 359 |
| Non-managed Assets ($) | $310,106,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,473,000 | 328 |
| 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 | $901,000 | 224 |
| Number of Managed Accounts | $244,000 | 327 |
| Number of Non-Managed Accounts | $657,000 | 93 |
| Total fiduciary and related assets | $426,885,000 | 278 |
| Managed Assets ($) | $145,981,000 | 333 |
| Non-managed Assets ($) | $280,904,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 322 |
| 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 | $850,000 | 233 |
| Number of Managed Accounts | $239,000 | 338 |
| Number of Non-Managed Accounts | $611,000 | 97 |
| Total fiduciary and related assets | $420,430,000 | 274 |
| Managed Assets ($) | $143,916,000 | 348 |
| Non-managed Assets ($) | $276,514,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $745,000 | 322 |
| 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 | $883,000 | 226 |
| Number of Managed Accounts | $232,000 | 341 |
| Number of Non-Managed Accounts | $651,000 | 101 |
| Total fiduciary and related assets | $408,066,000 | 279 |
| Managed Assets ($) | $143,630,000 | 347 |
| Non-managed Assets ($) | $264,436,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000 | 320 |
| 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 | $797,000 | 268 |
| Number of Managed Accounts | $219,000 | 494 |
| Number of Non-Managed Accounts | $578,000 | 129 |
| Total fiduciary and related assets | $398,633,000 | 282 |
| Managed Assets ($) | $133,395,000 | 408 |
| Non-managed Assets ($) | $265,238,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,438,000 | 309 |
| 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 | $778,000 | 244 |
| Number of Managed Accounts | $213,000 | 338 |
| Number of Non-Managed Accounts | $565,000 | 109 |
| Total fiduciary and related assets | $387,333,000 | 279 |
| Managed Assets ($) | $129,578,000 | 337 |
| Non-managed Assets ($) | $257,755,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 311 |
| 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 | $768,000 | 249 |
| Number of Managed Accounts | $213,000 | 339 |
| Number of Non-Managed Accounts | $555,000 | 114 |
| Total fiduciary and related assets | $379,925,000 | 286 |
| Managed Assets ($) | $132,074,000 | 341 |
| Non-managed Assets ($) | $247,851,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $754,000 | 306 |
| 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 | $758,000 | 253 |
| Number of Managed Accounts | $207,000 | 344 |
| Number of Non-Managed Accounts | $551,000 | 116 |
| Total fiduciary and related assets | $384,264,000 | 285 |
| Managed Assets ($) | $134,705,000 | 349 |
| Non-managed Assets ($) | $249,559,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $419,000 | 291 |
| 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 | $735,000 | 300 |
| Number of Managed Accounts | $201,000 | 528 |
| Number of Non-Managed Accounts | $534,000 | 148 |
| Total fiduciary and related assets | $380,986,000 | 297 |
| Managed Assets ($) | $125,912,000 | 414 |
| Non-managed Assets ($) | $255,074,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,201,000 | 347 |
| 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 | $734,000 | 270 |
| Number of Managed Accounts | $200,000 | 355 |
| Number of Non-Managed Accounts | $534,000 | 133 |
| Total fiduciary and related assets | $365,879,000 | 301 |
| Managed Assets ($) | $113,058,000 | 354 |
| Non-managed Assets ($) | $252,821,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 363 |
| 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 | $733,000 | 280 |
| Number of Managed Accounts | $195,000 | 360 |
| Number of Non-Managed Accounts | $538,000 | 129 |
| Total fiduciary and related assets | $340,739,000 | 310 |
| Managed Assets ($) | $106,747,000 | 361 |
| Non-managed Assets ($) | $233,992,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 376 |
| 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 | $737,000 | 279 |
| Number of Managed Accounts | $202,000 | 367 |
| Number of Non-Managed Accounts | $535,000 | 128 |
| Total fiduciary and related assets | $309,300,000 | 326 |
| Managed Assets ($) | $142,483,000 | 350 |
| Non-managed Assets ($) | $166,817,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 385 |
| 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 | $710,000 | 322 |
| Number of Managed Accounts | $188,000 | 577 |
| Number of Non-Managed Accounts | $522,000 | 151 |
| Total fiduciary and related assets | $296,341,000 | 338 |
| Managed Assets ($) | $142,190,000 | 395 |
| Non-managed Assets ($) | $154,151,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,155,000 | 379 |
| 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 | $474,000 | 401 |
| Number of Managed Accounts | $166,000 | 588 |
| Number of Non-Managed Accounts | $308,000 | 215 |
| Total fiduciary and related assets | $277,405,000 | 341 |
| Managed Assets ($) | $134,040,000 | 396 |
| Non-managed Assets ($) | $143,365,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,155,000 | 390 |
| 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 | $1,132,000 | 399 |
| 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 | $980,000 | 469 |
| 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 | $888,000 | 492 |
| 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 | $856,000 | 516 |
| 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 | $928,000 | 530 |
| 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 | $792,000 | 595 |
| 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 | $622,000 | 668 |
| 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 | $575,000 | 716 |
| 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 | $583,000 | 712 |