Home > Guardian Trust Company, FSB > Fiduciary and Related Services
Guardian Trust Company, FSB, Fiduciary and Related Services
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,631 |
Fiduciary or related activity | $0 | 1,555 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
Number of Managed Accounts | $0 | 1,440 |
Number of Non-Managed Accounts | $0 | 1,219 |
Total fiduciary and related assets | $0 | 1,537 |
Managed Assets ($) | $0 | 1,439 |
Non-managed Assets ($) | $0 | 1,212 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,644 |
Fiduciary or related activity | $0 | 1,565 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Non-managed Assets ($) | $0 | 389 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $0 | 1,572 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2010-03-31 | 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 | $969,000 | 209 |
Number of Managed Accounts | $905,000 | 157 |
Number of Non-Managed Accounts | $64,000 | 249 |
Total fiduciary and related assets | $59,245,000 | 386 |
Managed Assets ($) | $48,974,000 | 355 |
Non-managed Assets ($) | $10,271,000 | 343 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-12-31 | 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 | $2,488,000 | 97 |
Number of Managed Accounts | $2,397,000 | 70 |
Number of Non-Managed Accounts | $91,000 | 367 |
Total fiduciary and related assets | $237,045,000 | 358 |
Managed Assets ($) | $195,285,000 | 324 |
Non-managed Assets ($) | $41,760,000 | 353 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-09-30 | 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 | $3,271,000 | 82 |
Number of Managed Accounts | $3,166,000 | 54 |
Number of Non-Managed Accounts | $105,000 | 209 |
Total fiduciary and related assets | $375,965,000 | 268 |
Managed Assets ($) | $337,755,000 | 230 |
Non-managed Assets ($) | $38,210,000 | 265 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,468,000 | 80 |
Number of Managed Accounts | $3,357,000 | 53 |
Number of Non-Managed Accounts | $111,000 | 206 |
Total fiduciary and related assets | $414,891,000 | 254 |
Managed Assets ($) | $359,625,000 | 222 |
Non-managed Assets ($) | $55,266,000 | 242 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,553,000 | 76 |
Number of Managed Accounts | $3,443,000 | 52 |
Number of Non-Managed Accounts | $110,000 | 205 |
Total fiduciary and related assets | $438,027,000 | 234 |
Managed Assets ($) | $358,879,000 | 212 |
Non-managed Assets ($) | $79,148,000 | 212 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,696,000 | 82 |
Number of Managed Accounts | $3,559,000 | 50 |
Number of Non-Managed Accounts | $137,000 | 286 |
Total fiduciary and related assets | $473,226,000 | 229 |
Managed Assets ($) | $389,684,000 | 207 |
Non-managed Assets ($) | $83,542,000 | 240 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,730,000 | 78 |
Number of Managed Accounts | $3,614,000 | 51 |
Number of Non-Managed Accounts | $116,000 | 209 |
Total fiduciary and related assets | $539,020,000 | 226 |
Managed Assets ($) | $493,958,000 | 183 |
Non-managed Assets ($) | $45,062,000 | 283 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,809,000 | 79 |
Number of Managed Accounts | $3,693,000 | 51 |
Number of Non-Managed Accounts | $116,000 | 215 |
Total fiduciary and related assets | $583,399,000 | 228 |
Managed Assets ($) | $539,480,000 | 180 |
Non-managed Assets ($) | $43,919,000 | 292 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,711,000 | 81 |
Number of Managed Accounts | $3,600,000 | 54 |
Number of Non-Managed Accounts | $111,000 | 217 |
Total fiduciary and related assets | $595,865,000 | 233 |
Managed Assets ($) | $552,568,000 | 181 |
Non-managed Assets ($) | $43,297,000 | 293 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,621,000 | 82 |
Number of Managed Accounts | $3,506,000 | 53 |
Number of Non-Managed Accounts | $115,000 | 333 |
Total fiduciary and related assets | $644,132,000 | 224 |
Managed Assets ($) | $599,328,000 | 173 |
Non-managed Assets ($) | $44,804,000 | 369 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,585,000 | 76 |
Number of Managed Accounts | $3,469,000 | 51 |
Number of Non-Managed Accounts | $116,000 | 208 |
Total fiduciary and related assets | $654,286,000 | 220 |
Managed Assets ($) | $607,683,000 | 177 |
Non-managed Assets ($) | $46,603,000 | 278 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,434,000 | 77 |
Number of Managed Accounts | $3,331,000 | 53 |
Number of Non-Managed Accounts | $103,000 | 223 |
Total fiduciary and related assets | $628,317,000 | 233 |
Managed Assets ($) | $580,848,000 | 185 |
Non-managed Assets ($) | $47,469,000 | 285 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,224,000 | 80 |
Number of Managed Accounts | $3,124,000 | 54 |
Number of Non-Managed Accounts | $100,000 | 232 |
Total fiduciary and related assets | $600,146,000 | 235 |
Managed Assets ($) | $557,790,000 | 187 |
Non-managed Assets ($) | $42,356,000 | 290 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $3,064,000 | 86 |
Number of Managed Accounts | $2,967,000 | 59 |
Number of Non-Managed Accounts | $97,000 | 378 |
Total fiduciary and related assets | $552,874,000 | 245 |
Managed Assets ($) | $514,946,000 | 196 |
Non-managed Assets ($) | $37,928,000 | 405 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,773,000 | 93 |
Number of Managed Accounts | $2,678,000 | 66 |
Number of Non-Managed Accounts | $95,000 | 236 |
Total fiduciary and related assets | $501,171,000 | 255 |
Managed Assets ($) | $463,469,000 | 211 |
Non-managed Assets ($) | $37,702,000 | 298 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,617,000 | 97 |
Number of Managed Accounts | $2,508,000 | 73 |
Number of Non-Managed Accounts | $109,000 | 232 |
Total fiduciary and related assets | $452,730,000 | 275 |
Managed Assets ($) | $415,789,000 | 225 |
Non-managed Assets ($) | $36,941,000 | 305 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,484,000 | 99 |
Number of Managed Accounts | $2,371,000 | 73 |
Number of Non-Managed Accounts | $113,000 | 233 |
Total fiduciary and related assets | $441,733,000 | 284 |
Managed Assets ($) | $401,829,000 | 231 |
Non-managed Assets ($) | $39,904,000 | 299 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,291,000 | 110 |
Number of Managed Accounts | $2,153,000 | 84 |
Number of Non-Managed Accounts | $138,000 | 314 |
Total fiduciary and related assets | $413,274,000 | 287 |
Managed Assets ($) | $370,006,000 | 238 |
Non-managed Assets ($) | $43,268,000 | 367 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $2,091,000 | 112 |
Number of Managed Accounts | $1,967,000 | 89 |
Number of Non-Managed Accounts | $124,000 | 224 |
Total fiduciary and related assets | $382,100,000 | 293 |
Managed Assets ($) | $351,116,000 | 237 |
Non-managed Assets ($) | $30,984,000 | 309 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,928,000 | 118 |
Number of Managed Accounts | $1,827,000 | 94 |
Number of Non-Managed Accounts | $101,000 | 242 |
Total fiduciary and related assets | $345,077,000 | 305 |
Managed Assets ($) | $314,827,000 | 251 |
Non-managed Assets ($) | $30,250,000 | 316 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,756,000 | 131 |
Number of Managed Accounts | $1,506,000 | 109 |
Number of Non-Managed Accounts | $250,000 | 164 |
Total fiduciary and related assets | $338,333,000 | 305 |
Managed Assets ($) | $273,065,000 | 276 |
Non-managed Assets ($) | $65,268,000 | 260 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,564,000 | 157 |
Number of Managed Accounts | $1,358,000 | 123 |
Number of Non-Managed Accounts | $206,000 | 252 |
Total fiduciary and related assets | $330,864,000 | 311 |
Managed Assets ($) | $259,937,000 | 282 |
Non-managed Assets ($) | $70,927,000 | 296 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,405,000 | 159 |
Number of Managed Accounts | $1,074,000 | 148 |
Number of Non-Managed Accounts | $331,000 | 140 |
Total fiduciary and related assets | $283,666,000 | 336 |
Managed Assets ($) | $215,905,000 | 296 |
Non-managed Assets ($) | $67,761,000 | 264 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,308,000 | 167 |
Number of Managed Accounts | $984,000 | 157 |
Number of Non-Managed Accounts | $324,000 | 142 |
Total fiduciary and related assets | $259,142,000 | 354 |
Managed Assets ($) | $195,648,000 | 318 |
Non-managed Assets ($) | $63,494,000 | 275 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,175,000 | 181 |
Number of Managed Accounts | $891,000 | 171 |
Number of Non-Managed Accounts | $284,000 | 155 |
Total fiduciary and related assets | $243,462,000 | 367 |
Managed Assets ($) | $186,627,000 | 325 |
Non-managed Assets ($) | $56,835,000 | 284 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,062,000 | 223 |
Number of Managed Accounts | $592,000 | 256 |
Number of Non-Managed Accounts | $470,000 | 158 |
Total fiduciary and related assets | $216,518,000 | 402 |
Managed Assets ($) | $124,174,000 | 417 |
Non-managed Assets ($) | $92,344,000 | 267 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $958,000 | 225 |
Number of Managed Accounts | $551,000 | 254 |
Number of Non-Managed Accounts | $407,000 | 152 |
Total fiduciary and related assets | $191,414,000 | 381 |
Managed Assets ($) | $103,084,000 | 359 |
Non-managed Assets ($) | $88,330,000 | 259 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $879,000 | 250 |
Number of Managed Accounts | $494,000 | 276 |
Number of Non-Managed Accounts | $385,000 | 152 |
Total fiduciary and related assets | $172,568,000 | 387 |
Managed Assets ($) | $91,193,000 | 368 |
Non-managed Assets ($) | $81,375,000 | 266 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $774,000 | 272 |
Number of Managed Accounts | $673,000 | 227 |
Number of Non-Managed Accounts | $101,000 | 284 |
Total fiduciary and related assets | $148,056,000 | 401 |
Managed Assets ($) | $93,495,000 | 376 |
Non-managed Assets ($) | $54,561,000 | 297 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $736,000 | 316 |
Number of Managed Accounts | $635,000 | 252 |
Number of Non-Managed Accounts | $101,000 | 431 |
Total fiduciary and related assets | $147,306,000 | 471 |
Managed Assets ($) | $91,162,000 | 495 |
Non-managed Assets ($) | $56,144,000 | 339 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2001-12-31 | 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 | 1,869 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | NA | NA |
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 | NA | NA |