Home > Greater Bay Bank > Fiduciary and Related Services
Greater Bay Bank, Fiduciary and Related Services
| 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 | $511,000 | 376 |
| Number of Managed Accounts | $430,000 | 311 |
| Number of Non-Managed Accounts | $81,000 | 419 |
| Total fiduciary and related assets | $376,111,000 | 299 |
| Managed Assets ($) | $358,989,000 | 245 |
| Non-managed Assets ($) | $17,122,000 | 535 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 416 |
| 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 | $465,000 | 315 |
| Number of Managed Accounts | $433,000 | 271 |
| Number of Non-Managed Accounts | $32,000 | 309 |
| Total fiduciary and related assets | $431,769,000 | 288 |
| Managed Assets ($) | $421,340,000 | 221 |
| Non-managed Assets ($) | $10,429,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,357,000 | 168 |
| 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 | $486,000 | 310 |
| Number of Managed Accounts | $453,000 | 265 |
| Number of Non-Managed Accounts | $33,000 | 315 |
| Total fiduciary and related assets | $435,393,000 | 294 |
| Managed Assets ($) | $423,797,000 | 228 |
| Non-managed Assets ($) | $11,596,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,235,000 | 175 |
| 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 | $490,000 | 310 |
| Number of Managed Accounts | $459,000 | 264 |
| Number of Non-Managed Accounts | $31,000 | 319 |
| Total fiduciary and related assets | $427,039,000 | 288 |
| Managed Assets ($) | $416,550,000 | 220 |
| Non-managed Assets ($) | $10,489,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 173 |
| 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 | $486,000 | 376 |
| Number of Managed Accounts | $459,000 | 295 |
| Number of Non-Managed Accounts | $27,000 | 715 |
| Total fiduciary and related assets | $427,880,000 | 285 |
| Managed Assets ($) | $414,319,000 | 221 |
| Non-managed Assets ($) | $13,561,000 | 592 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,575,000 | 165 |
| 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 | $484,000 | 313 |
| Number of Managed Accounts | $457,000 | 268 |
| Number of Non-Managed Accounts | $27,000 | 325 |
| Total fiduciary and related assets | $405,650,000 | 290 |
| Managed Assets ($) | $392,390,000 | 232 |
| Non-managed Assets ($) | $13,260,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,383,000 | 172 |
| 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 | $497,000 | 318 |
| Number of Managed Accounts | $470,000 | 270 |
| Number of Non-Managed Accounts | $27,000 | 334 |
| Total fiduciary and related assets | $409,774,000 | 290 |
| Managed Assets ($) | $395,891,000 | 231 |
| Non-managed Assets ($) | $13,883,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,275,000 | 174 |
| 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 | $509,000 | 314 |
| Number of Managed Accounts | $480,000 | 269 |
| Number of Non-Managed Accounts | $29,000 | 329 |
| Total fiduciary and related assets | $416,159,000 | 290 |
| Managed Assets ($) | $400,614,000 | 232 |
| Non-managed Assets ($) | $15,545,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 177 |
| 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 | $507,000 | 371 |
| Number of Managed Accounts | $478,000 | 297 |
| Number of Non-Managed Accounts | $29,000 | 722 |
| Total fiduciary and related assets | $387,624,000 | 299 |
| Managed Assets ($) | $372,826,000 | 237 |
| Non-managed Assets ($) | $14,798,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,416,000 | 173 |
| 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 | $526,000 | 301 |
| Number of Managed Accounts | $498,000 | 259 |
| Number of Non-Managed Accounts | $28,000 | 327 |
| Total fiduciary and related assets | $407,826,000 | 283 |
| Managed Assets ($) | $392,927,000 | 224 |
| Non-managed Assets ($) | $14,899,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,270,000 | 172 |
| 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 | $527,000 | 308 |
| Number of Managed Accounts | $498,000 | 261 |
| Number of Non-Managed Accounts | $29,000 | 335 |
| Total fiduciary and related assets | $406,708,000 | 281 |
| Managed Assets ($) | $390,533,000 | 222 |
| Non-managed Assets ($) | $16,175,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,169,000 | 171 |
| 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 | $532,000 | 309 |
| Number of Managed Accounts | $502,000 | 262 |
| Number of Non-Managed Accounts | $30,000 | 329 |
| Total fiduciary and related assets | $398,065,000 | 287 |
| Managed Assets ($) | $374,881,000 | 231 |
| Non-managed Assets ($) | $23,184,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 174 |
| 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 | $541,000 | 361 |
| Number of Managed Accounts | $512,000 | 280 |
| Number of Non-Managed Accounts | $29,000 | 734 |
| Total fiduciary and related assets | $405,304,000 | 280 |
| Managed Assets ($) | $382,416,000 | 226 |
| Non-managed Assets ($) | $22,888,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,101,000 | 173 |
| 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 | $541,000 | 305 |
| Number of Managed Accounts | $508,000 | 254 |
| Number of Non-Managed Accounts | $33,000 | 326 |
| Total fiduciary and related assets | $385,181,000 | 282 |
| Managed Assets ($) | $361,648,000 | 224 |
| Non-managed Assets ($) | $23,533,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,990,000 | 173 |
| 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 | $535,000 | 313 |
| Number of Managed Accounts | $501,000 | 255 |
| Number of Non-Managed Accounts | $34,000 | 332 |
| Total fiduciary and related assets | $389,843,000 | 275 |
| Managed Assets ($) | $361,911,000 | 226 |
| Non-managed Assets ($) | $27,932,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,956,000 | 179 |
| 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 | $533,000 | 313 |
| Number of Managed Accounts | $500,000 | 261 |
| Number of Non-Managed Accounts | $33,000 | 340 |
| Total fiduciary and related assets | $387,953,000 | 283 |
| Managed Assets ($) | $362,480,000 | 229 |
| Non-managed Assets ($) | $25,473,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 180 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| 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 | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| 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 | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 |