Home > INATrust, fsb > Fiduciary and Related Services
INATrust, fsb, Fiduciary and Related Services
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| 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 | $3,000 | 435 |
| Number of Managed Accounts | $3,000 | 409 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $5,750,000 | 430 |
| Managed Assets ($) | $5,750,000 | 408 |
| Non-managed Assets ($) | $0 | 416 |
| 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 | $27,000 | 429 |
| Number of Managed Accounts | $27,000 | 400 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $12,265,000 | 434 |
| Managed Assets ($) | $12,265,000 | 406 |
| Non-managed Assets ($) | $0 | 421 |
| 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 | $88,000 | 408 |
| Number of Managed Accounts | $79,000 | 382 |
| Number of Non-Managed Accounts | $9,000 | 379 |
| Total fiduciary and related assets | $64,112,000 | 412 |
| Managed Assets ($) | $18,848,000 | 402 |
| Non-managed Assets ($) | $45,264,000 | 286 |
| 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 | $151,000 | 757 |
| Number of Managed Accounts | $117,000 | 688 |
| Number of Non-Managed Accounts | $34,000 | 658 |
| Total fiduciary and related assets | $182,660,000 | 452 |
| Managed Assets ($) | $47,847,000 | 686 |
| Non-managed Assets ($) | $134,813,000 | 215 |
| 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 | $154,000 | 378 |
| Number of Managed Accounts | $142,000 | 350 |
| Number of Non-Managed Accounts | $12,000 | 358 |
| Total fiduciary and related assets | $292,786,000 | 337 |
| Managed Assets ($) | $99,899,000 | 349 |
| Non-managed Assets ($) | $192,887,000 | 187 |
| 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 | $282,000 | 363 |
| Number of Managed Accounts | $137,000 | 356 |
| Number of Non-Managed Accounts | $145,000 | 213 |
| Total fiduciary and related assets | $340,042,000 | 316 |
| Managed Assets ($) | $59,326,000 | 366 |
| Non-managed Assets ($) | $280,716,000 | 163 |
| 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 | $768,000 | 259 |
| Number of Managed Accounts | $659,000 | 221 |
| Number of Non-Managed Accounts | $109,000 | 236 |
| Total fiduciary and related assets | $506,860,000 | 257 |
| Managed Assets ($) | $215,847,000 | 315 |
| Non-managed Assets ($) | $291,013,000 | 166 |
| 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 | $186,000 | 705 |
| Number of Managed Accounts | $117,000 | 703 |
| Number of Non-Managed Accounts | $69,000 | 490 |
| Total fiduciary and related assets | $419,618,000 | 284 |
| Managed Assets ($) | $210,247,000 | 331 |
| Non-managed Assets ($) | $209,371,000 | 194 |
| 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 | $105,000 | 396 |
| Number of Managed Accounts | $45,000 | 384 |
| Number of Non-Managed Accounts | $60,000 | 282 |
| Total fiduciary and related assets | $186,243,000 | 367 |
| Managed Assets ($) | $71,976,000 | 360 |
| Non-managed Assets ($) | $114,267,000 | 226 |
| 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 | $87,000 | 419 |
| Number of Managed Accounts | $48,000 | 399 |
| Number of Non-Managed Accounts | $39,000 | 314 |
| Total fiduciary and related assets | $308,414,000 | 326 |
| Managed Assets ($) | $52,632,000 | 381 |
| Non-managed Assets ($) | $255,782,000 | 167 |
| 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 | $74,000 | 424 |
| Number of Managed Accounts | $47,000 | 402 |
| Number of Non-Managed Accounts | $27,000 | 339 |
| Total fiduciary and related assets | $127,324,000 | 395 |
| Managed Assets ($) | $50,397,000 | 382 |
| Non-managed Assets ($) | $76,927,000 | 252 |
| 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 | $72,000 | 1,029 |
| Number of Managed Accounts | $46,000 | 962 |
| Number of Non-Managed Accounts | $26,000 | 763 |
| Total fiduciary and related assets | $142,233,000 | 480 |
| Managed Assets ($) | $41,146,000 | 708 |
| Non-managed Assets ($) | $101,087,000 | 258 |
| 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 | $48,000 | 421 |
| Number of Managed Accounts | $35,000 | 390 |
| Number of Non-Managed Accounts | $13,000 | 374 |
| Total fiduciary and related assets | $104,648,000 | 393 |
| Managed Assets ($) | $75,013,000 | 363 |
| Non-managed Assets ($) | $29,635,000 | 310 |
| 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 | $40,000 | 429 |
| Number of Managed Accounts | $30,000 | 399 |
| Number of Non-Managed Accounts | $10,000 | 386 |
| Total fiduciary and related assets | $47,777,000 | 420 |
| Managed Assets ($) | $25,983,000 | 388 |
| Non-managed Assets ($) | $21,794,000 | 335 |
| 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 | $36,000 | 440 |
| Number of Managed Accounts | $28,000 | 405 |
| Number of Non-Managed Accounts | $8,000 | 398 |
| Total fiduciary and related assets | $37,261,000 | 427 |
| Managed Assets ($) | $21,111,000 | 401 |
| Non-managed Assets ($) | $16,150,000 | 356 |
| 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 | $31,000 | 1,313 |
| Number of Managed Accounts | $23,000 | 1,190 |
| Number of Non-Managed Accounts | $8,000 | 1,055 |
| Total fiduciary and related assets | $29,984,000 | 915 |
| Managed Assets ($) | $6,045,000 | 1,194 |
| Non-managed Assets ($) | $23,939,000 | 475 |
| 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 | $29,000 | 445 |
| Number of Managed Accounts | $20,000 | 413 |
| Number of Non-Managed Accounts | $9,000 | 401 |
| Total fiduciary and related assets | $25,848,000 | 438 |
| Managed Assets ($) | $4,804,000 | 425 |
| Non-managed Assets ($) | $21,044,000 | 345 |
| 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 | $27,000 | 451 |
| Number of Managed Accounts | $19,000 | 421 |
| Number of Non-Managed Accounts | $8,000 | 410 |
| Total fiduciary and related assets | $17,846,000 | 445 |
| Managed Assets ($) | $4,092,000 | 429 |
| Non-managed Assets ($) | $13,754,000 | 371 |
| 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 | $19,000 | 470 |
| Number of Managed Accounts | $11,000 | 444 |
| Number of Non-Managed Accounts | $8,000 | 418 |
| Total fiduciary and related assets | $15,512,000 | 459 |
| Managed Assets ($) | $2,536,000 | 448 |
| Non-managed Assets ($) | $12,976,000 | 377 |
| 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 | $18,000 | 1,492 |
| Number of Managed Accounts | $11,000 | 1,424 |
| Number of Non-Managed Accounts | $7,000 | 1,091 |
| Total fiduciary and related assets | $15,090,000 | 1,094 |
| Managed Assets ($) | $2,162,000 | 1,434 |
| Non-managed Assets ($) | $12,928,000 | 600 |
| 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 |