Home > Idaho Trust Bank > Fiduciary and Related Services

Idaho Trust Bank, Fiduciary and Related Services

2021-12-31Rank
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$462,000352
Number of Managed Accounts$429,000317
Number of Non-Managed Accounts$33,000464
Total fiduciary and related assets$511,487,000311
Managed Assets ($)$385,788,000307
Non-managed Assets ($)$125,699,000238
Memoranda
Gross Fiduciary activities income$3,606,000277
2021-09-30Rank
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$453,000289
Number of Managed Accounts$421,000264
Number of Non-Managed Accounts$32,000265
Total fiduciary and related assets$495,292,000281
Managed Assets ($)$367,345,000280
Non-managed Assets ($)$127,947,000207
Memoranda
Gross Fiduciary activities income$2,731,000275
2021-06-30Rank
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$453,000322
Number of Managed Accounts$419,000299
Number of Non-Managed Accounts$34,000296
Total fiduciary and related assets$500,566,000303
Managed Assets ($)$336,426,000319
Non-managed Assets ($)$164,140,000209
Memoranda
Gross Fiduciary activities income$1,739,000280
2021-03-31Rank
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$452,000291
Number of Managed Accounts$418,000269
Number of Non-Managed Accounts$34,000264
Total fiduciary and related assets$471,660,000284
Managed Assets ($)$308,040,000293
Non-managed Assets ($)$163,620,000192
Memoranda
Gross Fiduciary activities income$823,000285
2020-12-31Rank
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$451,000353
Number of Managed Accounts$417,000318
Number of Non-Managed Accounts$34,000467
Total fiduciary and related assets$461,187,000309
Managed Assets ($)$303,355,000326
Non-managed Assets ($)$157,832,000208
Memoranda
Gross Fiduciary activities income$3,013,000287
2020-09-30Rank
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$450,000288
Number of Managed Accounts$416,000268
Number of Non-Managed Accounts$34,000265
Total fiduciary and related assets$439,200,000282
Managed Assets ($)$281,228,000291
Non-managed Assets ($)$157,972,000193
Memoranda
Gross Fiduciary activities income$2,253,000278
2020-06-30Rank
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$452,000320
Number of Managed Accounts$417,000292
Number of Non-Managed Accounts$35,000292
Total fiduciary and related assets$439,386,000303
Managed Assets ($)$281,473,000321
Non-managed Assets ($)$157,913,000206
Memoranda
Gross Fiduciary activities income$1,474,000288
2020-03-31Rank
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$458,000289
Number of Managed Accounts$423,000264
Number of Non-Managed Accounts$35,000265
Total fiduciary and related assets$424,478,000276
Managed Assets ($)$266,452,000286
Non-managed Assets ($)$158,026,000188
Memoranda
Gross Fiduciary activities income$721,000290
2019-12-31Rank
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$454,000352
Number of Managed Accounts$419,000312
Number of Non-Managed Accounts$35,000474
Total fiduciary and related assets$445,013,000306
Managed Assets ($)$297,698,000317
Non-managed Assets ($)$147,315,000212
Memoranda
Gross Fiduciary activities income$3,227,000270
2019-09-30Rank
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$456,000287
Number of Managed Accounts$431,000265
Number of Non-Managed Accounts$25,000281
Total fiduciary and related assets$439,284,000282
Managed Assets ($)$297,485,000291
Non-managed Assets ($)$141,799,000199
Memoranda
Gross Fiduciary activities income$2,475,000269
2019-06-30Rank
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$456,000310
Number of Managed Accounts$451,000282
Number of Non-Managed Accounts$5,000357
Total fiduciary and related assets$440,293,000298
Managed Assets ($)$301,195,000311
Non-managed Assets ($)$139,098,000205
Memoranda
Gross Fiduciary activities income$1,571,000274
2019-03-31Rank
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$464,000312
Number of Managed Accounts$462,000282
Number of Non-Managed Accounts$2,000376
Total fiduciary and related assets$436,174,000297
Managed Assets ($)$299,775,000313
Non-managed Assets ($)$136,399,000208
Memoranda
Gross Fiduciary activities income$787,000269
2018-12-31Rank
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$459,000348
Number of Managed Accounts$457,000301
Number of Non-Managed Accounts$2,000831
Total fiduciary and related assets$418,650,000300
Managed Assets ($)$282,315,000311
Non-managed Assets ($)$136,335,000209
Memoranda
Gross Fiduciary activities income$3,236,000269
2018-09-30Rank
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$458,000313
Number of Managed Accounts$456,000284
Number of Non-Managed Accounts$2,000377
Total fiduciary and related assets$427,738,000303
Managed Assets ($)$291,310,000318
Non-managed Assets ($)$136,428,000212
Memoranda
Gross Fiduciary activities income$2,511,000266
2018-06-30Rank
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$459,000314
Number of Managed Accounts$457,000286
Number of Non-Managed Accounts$2,000379
Total fiduciary and related assets$423,229,000305
Managed Assets ($)$286,795,000318
Non-managed Assets ($)$136,434,000213
Memoranda
Gross Fiduciary activities income$1,684,000266
2018-03-31Rank
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$449,000321
Number of Managed Accounts$447,000291
Number of Non-Managed Accounts$2,000380
Total fiduciary and related assets$420,402,000310
Managed Assets ($)$283,933,000320
Non-managed Assets ($)$136,469,000216
Memoranda
Gross Fiduciary activities income$802,000275
2017-12-31Rank
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$440,000365
Number of Managed Accounts$439,000311
Number of Non-Managed Accounts$1,000899
Total fiduciary and related assets$301,241,000363
Managed Assets ($)$296,893,000316
Non-managed Assets ($)$4,348,000668
Memoranda
Gross Fiduciary activities income$2,904,000280
2017-09-30Rank
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$428,000320
Number of Managed Accounts$427,000291
Number of Non-Managed Accounts$1,000380
Total fiduciary and related assets$266,244,000374
Managed Assets ($)$261,721,000335
Non-managed Assets ($)$4,523,000364
Memoranda
Gross Fiduciary activities income$3,137,000227
2017-06-30Rank
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$427,000322
Number of Managed Accounts$426,000292
Number of Non-Managed Accounts$1,000382
Total fiduciary and related assets$265,394,000373
Managed Assets ($)$260,945,000330
Non-managed Assets ($)$4,449,000368
Memoranda
Gross Fiduciary activities income$2,381,000218
2017-03-31Rank
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$421,000323
Number of Managed Accounts$420,000293
Number of Non-Managed Accounts$1,000384
Total fiduciary and related assets$246,102,000385
Managed Assets ($)$241,687,000346
Non-managed Assets ($)$4,415,000369
Memoranda
Gross Fiduciary activities income$1,353,000195
2016-12-31Rank
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$413,000379
Number of Managed Accounts$412,000310
Number of Non-Managed Accounts$1,000932
Total fiduciary and related assets$239,200,000397
Managed Assets ($)$234,608,000348
Non-managed Assets ($)$4,592,000680
Memoranda
Gross Fiduciary activities income$4,570,000211
2016-09-30Rank
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$413,000326
Number of Managed Accounts$412,000290
Number of Non-Managed Accounts$1,000392
Total fiduciary and related assets$216,536,000383
Managed Assets ($)$212,081,000349
Non-managed Assets ($)$4,455,000372
Memoranda
Gross Fiduciary activities income$2,863,000231
2016-06-30Rank
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$406,000332
Number of Managed Accounts$405,000291
Number of Non-Managed Accounts$1,000396
Total fiduciary and related assets$215,479,000386
Managed Assets ($)$210,275,000351
Non-managed Assets ($)$5,204,000372
Memoranda
Gross Fiduciary activities income$1,834,000239
2016-03-31Rank
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$409,000334
Number of Managed Accounts$407,000292
Number of Non-Managed Accounts$2,000391
Total fiduciary and related assets$216,749,000385
Managed Assets ($)$211,529,000347
Non-managed Assets ($)$5,220,000367
Memoranda
Gross Fiduciary activities income$684,000281
2015-12-31Rank
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$419,000378
Number of Managed Accounts$417,000305
Number of Non-Managed Accounts$2,000931
Total fiduciary and related assets$258,432,000376
Managed Assets ($)$221,541,000346
Non-managed Assets ($)$36,891,000361
Memoranda
Gross Fiduciary activities income$2,925,000272
2015-09-30Rank
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$398,000333
Number of Managed Accounts$396,000293
Number of Non-Managed Accounts$2,000386
Total fiduciary and related assets$231,666,000384
Managed Assets ($)$193,756,000349
Non-managed Assets ($)$37,910,000295
Memoranda
Gross Fiduciary activities income$2,149,000276
2015-06-30Rank
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$380,000338
Number of Managed Accounts$378,000299
Number of Non-Managed Accounts$2,000390
Total fiduciary and related assets$243,022,000386
Managed Assets ($)$203,555,000350
Non-managed Assets ($)$39,467,000298
Memoranda
Gross Fiduciary activities income$1,479,000274
2015-03-31Rank
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$389,000340
Number of Managed Accounts$388,000297
Number of Non-Managed Accounts$1,000399
Total fiduciary and related assets$252,566,000384
Managed Assets ($)$248,021,000330
Non-managed Assets ($)$4,545,000372
Memoranda
Gross Fiduciary activities income$777,000273
2014-12-31Rank
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$363,000432
Number of Managed Accounts$362,000350
Number of Non-Managed Accounts$1,0001,018
Total fiduciary and related assets$259,971,000385
Managed Assets ($)$255,704,000328
Non-managed Assets ($)$4,267,000721
Memoranda
Gross Fiduciary activities income$3,313,000253
2014-09-30Rank
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$352,000357
Number of Managed Accounts$351,000316
Number of Non-Managed Accounts$1,000395
Total fiduciary and related assets$266,482,000376
Managed Assets ($)$262,081,000320
Non-managed Assets ($)$4,401,000372
Memoranda
Gross Fiduciary activities income$2,513,000253
2014-06-30Rank
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$344,000359
Number of Managed Accounts$343,000322
Number of Non-Managed Accounts$1,000396
Total fiduciary and related assets$269,396,000376
Managed Assets ($)$262,991,000321
Non-managed Assets ($)$6,405,000363
Memoranda
Gross Fiduciary activities income$1,691,000253
2014-03-31Rank
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$360,000359
Number of Managed Accounts$360,000314
Number of Non-Managed Accounts$0408
Total fiduciary and related assets$263,629,000379
Managed Assets ($)$263,629,000315
Non-managed Assets ($)$0406
Memoranda
Gross Fiduciary activities income$825,000260
2013-12-31Rank
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$357,000441
Number of Managed Accounts$355,000355
Number of Non-Managed Accounts$2,0001,000
Total fiduciary and related assets$264,861,000377
Managed Assets ($)$257,789,000317
Non-managed Assets ($)$7,072,000658
Memoranda
Gross Fiduciary activities income$3,196,000248
2013-09-30Rank
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$1,048,000199
Number of Managed Accounts$353,000302
Number of Non-Managed Accounts$695,00081
Total fiduciary and related assets$289,077,000347
Managed Assets ($)$249,468,000307
Non-managed Assets ($)$39,609,000289
Memoranda
Gross Fiduciary activities income$2,393,000248
2013-06-30Rank
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$1,036,000196
Number of Managed Accounts$314,000310
Number of Non-Managed Accounts$722,00082
Total fiduciary and related assets$275,383,000355
Managed Assets ($)$241,629,000304
Non-managed Assets ($)$33,754,000298
Memoranda
Gross Fiduciary activities income$1,603,000245
2013-03-31Rank
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$1,117,000189
Number of Managed Accounts$361,000299
Number of Non-Managed Accounts$756,00082
Total fiduciary and related assets$277,893,000351
Managed Assets ($)$240,949,000303
Non-managed Assets ($)$36,944,000305
Memoranda
Gross Fiduciary activities income$800,000247
2012-12-31Rank
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$897,000231
Number of Managed Accounts$370,000340
Number of Non-Managed Accounts$527,000101
Total fiduciary and related assets$288,883,000341
Managed Assets ($)$251,184,000298
Non-managed Assets ($)$37,699,000380
Memoranda
Gross Fiduciary activities income$2,809,000250
2012-09-30Rank
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$905,000217
Number of Managed Accounts$373,000291
Number of Non-Managed Accounts$532,00086
Total fiduciary and related assets$256,398,000348
Managed Assets ($)$217,359,000308
Non-managed Assets ($)$39,039,000284
Memoranda
Gross Fiduciary activities income$2,062,000251
2012-06-30Rank
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$942,000209
Number of Managed Accounts$355,000293
Number of Non-Managed Accounts$587,00083
Total fiduciary and related assets$249,872,000349
Managed Assets ($)$211,860,000306
Non-managed Assets ($)$38,012,000284
Memoranda
Gross Fiduciary activities income$1,365,000254
2012-03-31Rank
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$1,016,000197
Number of Managed Accounts$370,000289
Number of Non-Managed Accounts$646,00083
Total fiduciary and related assets$250,733,000350
Managed Assets ($)$210,680,000307
Non-managed Assets ($)$40,053,000280
Memoranda
Gross Fiduciary activities income$635,000269
2011-12-31Rank
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$914,000227
Number of Managed Accounts$369,000342
Number of Non-Managed Accounts$545,000103
Total fiduciary and related assets$191,125,000403
Managed Assets ($)$153,950,000370
Non-managed Assets ($)$37,175,000370
Memoranda
Gross Fiduciary activities income$2,139,000256
2011-09-30Rank
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$958,000203
Number of Managed Accounts$369,000289
Number of Non-Managed Accounts$589,00085
Total fiduciary and related assets$180,454,000355
Managed Assets ($)$150,216,000324
Non-managed Assets ($)$30,238,000294
Memoranda
Gross Fiduciary activities income$1,627,000250
2011-06-30Rank
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$963,000207
Number of Managed Accounts$354,000293
Number of Non-Managed Accounts$609,00088
Total fiduciary and related assets$196,605,000359
Managed Assets ($)$159,650,000329
Non-managed Assets ($)$36,955,000284
Memoranda
Gross Fiduciary activities income$1,117,000246
2011-03-31Rank
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$996,000202
Number of Managed Accounts$366,000297
Number of Non-Managed Accounts$630,00085
Total fiduciary and related assets$199,815,000363
Managed Assets ($)$159,700,000333
Non-managed Assets ($)$40,115,000276
Memoranda
Gross Fiduciary activities income$538,000255
2010-12-31Rank
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$1,007,000215
Number of Managed Accounts$359,000355
Number of Non-Managed Accounts$648,00098
Total fiduciary and related assets$196,809,000408
Managed Assets ($)$158,895,000373
Non-managed Assets ($)$37,914,000360
Memoranda
Gross Fiduciary activities income$1,829,000282
2010-09-30Rank
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$1,050,000196
Number of Managed Accounts$369,000285
Number of Non-Managed Accounts$681,00085
Total fiduciary and related assets$193,275,000351
Managed Assets ($)$156,002,000319
Non-managed Assets ($)$37,273,000279
Memoranda
Gross Fiduciary activities income$1,356,000277
2010-06-30Rank
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$1,051,000192
Number of Managed Accounts$364,000287
Number of Non-Managed Accounts$687,00085
Total fiduciary and related assets$182,425,000350
Managed Assets ($)$149,750,000318
Non-managed Assets ($)$32,675,000285
Memoranda
Gross Fiduciary activities income$907,000278
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$1,068,000190
Number of Managed Accounts$379,000288
Number of Non-Managed Accounts$689,00088
Total fiduciary and related assets$196,247,000357
Managed Assets ($)$158,861,000322
Non-managed Assets ($)$37,386,000278
Memoranda
Gross Fiduciary activities income$444,000283
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$1,185,000186
Number of Managed Accounts$384,000339
Number of Non-Managed Accounts$801,00095
Total fiduciary and related assets$189,328,000410
Managed Assets ($)$155,003,000369
Non-managed Assets ($)$34,325,000387
Memoranda
Gross Fiduciary activities income$1,806,000268
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$775,000244
Number of Managed Accounts$370,000281
Number of Non-Managed Accounts$405,000119
Total fiduciary and related assets$208,457,000338
Managed Assets ($)$173,254,000305
Non-managed Assets ($)$35,203,000272
Memoranda
Gross Fiduciary activities income$1,373,000262
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$783,000246
Number of Managed Accounts$380,000283
Number of Non-Managed Accounts$403,000124
Total fiduciary and related assets$204,710,000343
Managed Assets ($)$168,080,000314
Non-managed Assets ($)$36,630,000269
Memoranda
Gross Fiduciary activities income$925,000263
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$834,000237
Number of Managed Accounts$433,000266
Number of Non-Managed Accounts$401,000123
Total fiduciary and related assets$197,924,000342
Managed Assets ($)$165,773,000311
Non-managed Assets ($)$32,151,000275
Memoranda
Gross Fiduciary activities income$440,000277
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$830,000269
Number of Managed Accounts$439,000305
Number of Non-Managed Accounts$391,000157
Total fiduciary and related assets$223,106,000359
Managed Assets ($)$183,763,000328
Non-managed Assets ($)$39,343,000353
Memoranda
Gross Fiduciary activities income$2,318,000241
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$833,000240
Number of Managed Accounts$441,000274
Number of Non-Managed Accounts$392,000128
Total fiduciary and related assets$265,096,000330
Managed Assets ($)$218,436,000306
Non-managed Assets ($)$46,660,000279
Memoranda
Gross Fiduciary activities income$1,817,000243
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$459,000325
Number of Managed Accounts$458,000269
Number of Non-Managed Accounts$1,000422
Total fiduciary and related assets$221,640,000373
Managed Assets ($)$217,433,000314
Non-managed Assets ($)$4,207,000386
Memoranda
Gross Fiduciary activities income$1,203,000246
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$452,000329
Number of Managed Accounts$450,000274
Number of Non-Managed Accounts$2,000419
Total fiduciary and related assets$247,700,000366
Managed Assets ($)$242,922,000302
Non-managed Assets ($)$4,778,000388
Memoranda
Gross Fiduciary activities income$596,000249
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$477,000393
Number of Managed Accounts$474,000291
Number of Non-Managed Accounts$3,0001,101
Total fiduciary and related assets$240,649,000388
Managed Assets ($)$235,576,000323
Non-managed Assets ($)$5,073,000761
Memoranda
Gross Fiduciary activities income$2,371,000252
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$468,000314
Number of Managed Accounts$465,000259
Number of Non-Managed Accounts$3,000398
Total fiduciary and related assets$239,715,000359
Managed Assets ($)$234,198,000311
Non-managed Assets ($)$5,517,000369
Memoranda
Gross Fiduciary activities income$1,761,000251
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$471,000315
Number of Managed Accounts$465,000260
Number of Non-Managed Accounts$6,000390
Total fiduciary and related assets$326,004,000328
Managed Assets ($)$307,216,000270
Non-managed Assets ($)$18,788,000330
Memoranda
Gross Fiduciary activities income$1,170,000260
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$465,000316
Number of Managed Accounts$459,000264
Number of Non-Managed Accounts$6,000391
Total fiduciary and related assets$317,694,000328
Managed Assets ($)$299,986,000270
Non-managed Assets ($)$17,708,000335
Memoranda
Gross Fiduciary activities income$579,000260
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$456,000397
Number of Managed Accounts$450,000299
Number of Non-Managed Accounts$6,0001,039
Total fiduciary and related assets$325,948,000324
Managed Assets ($)$308,702,000268
Non-managed Assets ($)$17,246,000552
Memoranda
Gross Fiduciary activities income$2,308,000251
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$450,000320
Number of Managed Accounts$444,000271
Number of Non-Managed Accounts$6,000379
Total fiduciary and related assets$314,220,000329
Managed Assets ($)$297,712,000273
Non-managed Assets ($)$16,508,000335
Memoranda
Gross Fiduciary activities income$1,748,000251