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Guardian Trust Company, FSB, Fiduciary and Related Services

2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,541
Number of Managed Accounts$01,440
Number of Non-Managed Accounts$01,219
Total fiduciary and related assets$01,537
Managed Assets ($)$01,439
Non-managed Assets ($)$01,212
Memoranda
Gross Fiduciary activities incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,572
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$969,000209
Number of Managed Accounts$905,000157
Number of Non-Managed Accounts$64,000249
Total fiduciary and related assets$59,245,000386
Managed Assets ($)$48,974,000355
Non-managed Assets ($)$10,271,000343
Memoranda
Gross Fiduciary activities incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,488,00097
Number of Managed Accounts$2,397,00070
Number of Non-Managed Accounts$91,000367
Total fiduciary and related assets$237,045,000358
Managed Assets ($)$195,285,000324
Non-managed Assets ($)$41,760,000353
Memoranda
Gross Fiduciary activities incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,271,00082
Number of Managed Accounts$3,166,00054
Number of Non-Managed Accounts$105,000209
Total fiduciary and related assets$375,965,000268
Managed Assets ($)$337,755,000230
Non-managed Assets ($)$38,210,000265
Memoranda
Gross Fiduciary activities incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,468,00080
Number of Managed Accounts$3,357,00053
Number of Non-Managed Accounts$111,000206
Total fiduciary and related assets$414,891,000254
Managed Assets ($)$359,625,000222
Non-managed Assets ($)$55,266,000242
Memoranda
Gross Fiduciary activities incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,553,00076
Number of Managed Accounts$3,443,00052
Number of Non-Managed Accounts$110,000205
Total fiduciary and related assets$438,027,000234
Managed Assets ($)$358,879,000212
Non-managed Assets ($)$79,148,000212
Memoranda
Gross Fiduciary activities incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,696,00082
Number of Managed Accounts$3,559,00050
Number of Non-Managed Accounts$137,000286
Total fiduciary and related assets$473,226,000229
Managed Assets ($)$389,684,000207
Non-managed Assets ($)$83,542,000240
Memoranda
Gross Fiduciary activities incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,730,00078
Number of Managed Accounts$3,614,00051
Number of Non-Managed Accounts$116,000209
Total fiduciary and related assets$539,020,000226
Managed Assets ($)$493,958,000183
Non-managed Assets ($)$45,062,000283
Memoranda
Gross Fiduciary activities incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,809,00079
Number of Managed Accounts$3,693,00051
Number of Non-Managed Accounts$116,000215
Total fiduciary and related assets$583,399,000228
Managed Assets ($)$539,480,000180
Non-managed Assets ($)$43,919,000292
Memoranda
Gross Fiduciary activities incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,711,00081
Number of Managed Accounts$3,600,00054
Number of Non-Managed Accounts$111,000217
Total fiduciary and related assets$595,865,000233
Managed Assets ($)$552,568,000181
Non-managed Assets ($)$43,297,000293
Memoranda
Gross Fiduciary activities incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,621,00082
Number of Managed Accounts$3,506,00053
Number of Non-Managed Accounts$115,000333
Total fiduciary and related assets$644,132,000224
Managed Assets ($)$599,328,000173
Non-managed Assets ($)$44,804,000369
Memoranda
Gross Fiduciary activities incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,585,00076
Number of Managed Accounts$3,469,00051
Number of Non-Managed Accounts$116,000208
Total fiduciary and related assets$654,286,000220
Managed Assets ($)$607,683,000177
Non-managed Assets ($)$46,603,000278
Memoranda
Gross Fiduciary activities incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,434,00077
Number of Managed Accounts$3,331,00053
Number of Non-Managed Accounts$103,000223
Total fiduciary and related assets$628,317,000233
Managed Assets ($)$580,848,000185
Non-managed Assets ($)$47,469,000285
Memoranda
Gross Fiduciary activities incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,224,00080
Number of Managed Accounts$3,124,00054
Number of Non-Managed Accounts$100,000232
Total fiduciary and related assets$600,146,000235
Managed Assets ($)$557,790,000187
Non-managed Assets ($)$42,356,000290
Memoranda
Gross Fiduciary activities incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,064,00086
Number of Managed Accounts$2,967,00059
Number of Non-Managed Accounts$97,000378
Total fiduciary and related assets$552,874,000245
Managed Assets ($)$514,946,000196
Non-managed Assets ($)$37,928,000405
Memoranda
Gross Fiduciary activities incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,773,00093
Number of Managed Accounts$2,678,00066
Number of Non-Managed Accounts$95,000236
Total fiduciary and related assets$501,171,000255
Managed Assets ($)$463,469,000211
Non-managed Assets ($)$37,702,000298
Memoranda
Gross Fiduciary activities incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,617,00097
Number of Managed Accounts$2,508,00073
Number of Non-Managed Accounts$109,000232
Total fiduciary and related assets$452,730,000275
Managed Assets ($)$415,789,000225
Non-managed Assets ($)$36,941,000305
Memoranda
Gross Fiduciary activities incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,484,00099
Number of Managed Accounts$2,371,00073
Number of Non-Managed Accounts$113,000233
Total fiduciary and related assets$441,733,000284
Managed Assets ($)$401,829,000231
Non-managed Assets ($)$39,904,000299
Memoranda
Gross Fiduciary activities incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,291,000110
Number of Managed Accounts$2,153,00084
Number of Non-Managed Accounts$138,000314
Total fiduciary and related assets$413,274,000287
Managed Assets ($)$370,006,000238
Non-managed Assets ($)$43,268,000367
Memoranda
Gross Fiduciary activities incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,091,000112
Number of Managed Accounts$1,967,00089
Number of Non-Managed Accounts$124,000224
Total fiduciary and related assets$382,100,000293
Managed Assets ($)$351,116,000237
Non-managed Assets ($)$30,984,000309
Memoranda
Gross Fiduciary activities incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,928,000118
Number of Managed Accounts$1,827,00094
Number of Non-Managed Accounts$101,000242
Total fiduciary and related assets$345,077,000305
Managed Assets ($)$314,827,000251
Non-managed Assets ($)$30,250,000316
Memoranda
Gross Fiduciary activities incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,756,000131
Number of Managed Accounts$1,506,000109
Number of Non-Managed Accounts$250,000164
Total fiduciary and related assets$338,333,000305
Managed Assets ($)$273,065,000276
Non-managed Assets ($)$65,268,000260
Memoranda
Gross Fiduciary activities incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,564,000157
Number of Managed Accounts$1,358,000123
Number of Non-Managed Accounts$206,000252
Total fiduciary and related assets$330,864,000311
Managed Assets ($)$259,937,000282
Non-managed Assets ($)$70,927,000296
Memoranda
Gross Fiduciary activities incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,405,000159
Number of Managed Accounts$1,074,000148
Number of Non-Managed Accounts$331,000140
Total fiduciary and related assets$283,666,000336
Managed Assets ($)$215,905,000296
Non-managed Assets ($)$67,761,000264
Memoranda
Gross Fiduciary activities incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,308,000167
Number of Managed Accounts$984,000157
Number of Non-Managed Accounts$324,000142
Total fiduciary and related assets$259,142,000354
Managed Assets ($)$195,648,000318
Non-managed Assets ($)$63,494,000275
Memoranda
Gross Fiduciary activities incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,175,000181
Number of Managed Accounts$891,000171
Number of Non-Managed Accounts$284,000155
Total fiduciary and related assets$243,462,000367
Managed Assets ($)$186,627,000325
Non-managed Assets ($)$56,835,000284
Memoranda
Gross Fiduciary activities incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,062,000223
Number of Managed Accounts$592,000256
Number of Non-Managed Accounts$470,000158
Total fiduciary and related assets$216,518,000402
Managed Assets ($)$124,174,000417
Non-managed Assets ($)$92,344,000267
Memoranda
Gross Fiduciary activities incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$958,000225
Number of Managed Accounts$551,000254
Number of Non-Managed Accounts$407,000152
Total fiduciary and related assets$191,414,000381
Managed Assets ($)$103,084,000359
Non-managed Assets ($)$88,330,000259
Memoranda
Gross Fiduciary activities incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$879,000250
Number of Managed Accounts$494,000276
Number of Non-Managed Accounts$385,000152
Total fiduciary and related assets$172,568,000387
Managed Assets ($)$91,193,000368
Non-managed Assets ($)$81,375,000266
Memoranda
Gross Fiduciary activities incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$774,000272
Number of Managed Accounts$673,000227
Number of Non-Managed Accounts$101,000284
Total fiduciary and related assets$148,056,000401
Managed Assets ($)$93,495,000376
Non-managed Assets ($)$54,561,000297
Memoranda
Gross Fiduciary activities incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$736,000316
Number of Managed Accounts$635,000252
Number of Non-Managed Accounts$101,000431
Total fiduciary and related assets$147,306,000471
Managed Assets ($)$91,162,000495
Non-managed Assets ($)$56,144,000339
Memoranda
Gross Fiduciary activities incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01,865
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA