Home > Integra Bank > Fiduciary and Related Services
Integra Bank, Fiduciary and Related Services
| 2011-06-30 | 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 | $135,000 | 382 |
| Number of Managed Accounts | $133,000 | 352 |
| Number of Non-Managed Accounts | $2,000 | 389 |
| Total fiduciary and related assets | $4,926,000 | 409 |
| Managed Assets ($) | $4,743,000 | 387 |
| Non-managed Assets ($) | $183,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 321 |
| 2011-03-31 | 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 | $556,000 | 292 |
| Number of Managed Accounts | $389,000 | 288 |
| Number of Non-Managed Accounts | $167,000 | 171 |
| Total fiduciary and related assets | $227,850,000 | 358 |
| Managed Assets ($) | $220,057,000 | 311 |
| Non-managed Assets ($) | $7,793,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $465,000 | 281 |
| 2010-12-31 | 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 | $565,000 | 334 |
| Number of Managed Accounts | $396,000 | 336 |
| Number of Non-Managed Accounts | $169,000 | 244 |
| Total fiduciary and related assets | $252,064,000 | 355 |
| Managed Assets ($) | $238,569,000 | 303 |
| Non-managed Assets ($) | $13,495,000 | 558 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,908,000 | 276 |
| 2010-09-30 | 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 | $572,000 | 280 |
| Number of Managed Accounts | $398,000 | 278 |
| Number of Non-Managed Accounts | $174,000 | 170 |
| Total fiduciary and related assets | $260,236,000 | 328 |
| Managed Assets ($) | $249,815,000 | 278 |
| Non-managed Assets ($) | $10,421,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 272 |
| 2010-06-30 | 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 | $589,000 | 280 |
| Number of Managed Accounts | $397,000 | 279 |
| Number of Non-Managed Accounts | $192,000 | 161 |
| Total fiduciary and related assets | $261,698,000 | 324 |
| Managed Assets ($) | $235,331,000 | 278 |
| Non-managed Assets ($) | $26,367,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 270 |
| 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 | $567,000 | 283 |
| Number of Managed Accounts | $391,000 | 278 |
| Number of Non-Managed Accounts | $176,000 | 169 |
| Total fiduciary and related assets | $274,652,000 | 330 |
| Managed Assets ($) | $248,261,000 | 278 |
| Non-managed Assets ($) | $26,391,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $495,000 | 265 |
| 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 | $569,000 | 343 |
| Number of Managed Accounts | $389,000 | 335 |
| Number of Non-Managed Accounts | $180,000 | 233 |
| Total fiduciary and related assets | $271,925,000 | 326 |
| Managed Assets ($) | $238,836,000 | 286 |
| Non-managed Assets ($) | $33,089,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,105,000 | 237 |
| 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 | $627,000 | 275 |
| Number of Managed Accounts | $393,000 | 278 |
| Number of Non-Managed Accounts | $234,000 | 149 |
| Total fiduciary and related assets | $282,840,000 | 313 |
| Managed Assets ($) | $239,663,000 | 272 |
| Non-managed Assets ($) | $43,177,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 232 |
| 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 | $1,514,000 | 141 |
| Number of Managed Accounts | $389,000 | 280 |
| Number of Non-Managed Accounts | $1,125,000 | 66 |
| Total fiduciary and related assets | $276,487,000 | 310 |
| Managed Assets ($) | $225,747,000 | 277 |
| Non-managed Assets ($) | $50,740,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 242 |
| 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 | $1,517,000 | 137 |
| Number of Managed Accounts | $399,000 | 279 |
| Number of Non-Managed Accounts | $1,118,000 | 64 |
| Total fiduciary and related assets | $272,717,000 | 301 |
| Managed Assets ($) | $221,662,000 | 276 |
| Non-managed Assets ($) | $51,055,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $459,000 | 264 |
| 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 | $1,543,000 | 149 |
| Number of Managed Accounts | $402,000 | 327 |
| Number of Non-Managed Accounts | $1,141,000 | 74 |
| Total fiduciary and related assets | $287,433,000 | 302 |
| Managed Assets ($) | $231,644,000 | 284 |
| Non-managed Assets ($) | $55,789,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,171,000 | 252 |
| 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 | $1,580,000 | 136 |
| Number of Managed Accounts | $403,000 | 285 |
| Number of Non-Managed Accounts | $1,177,000 | 65 |
| Total fiduciary and related assets | $296,257,000 | 309 |
| Managed Assets ($) | $259,944,000 | 274 |
| Non-managed Assets ($) | $36,313,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,700,000 | 251 |
| 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 | $1,581,000 | 139 |
| Number of Managed Accounts | $401,000 | 288 |
| Number of Non-Managed Accounts | $1,180,000 | 67 |
| Total fiduciary and related assets | $318,151,000 | 312 |
| Managed Assets ($) | $269,828,000 | 276 |
| Non-managed Assets ($) | $48,323,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,126,000 | 260 |
| 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 | $1,569,000 | 138 |
| Number of Managed Accounts | $390,000 | 297 |
| Number of Non-Managed Accounts | $1,179,000 | 66 |
| Total fiduciary and related assets | $315,767,000 | 320 |
| Managed Assets ($) | $267,108,000 | 284 |
| Non-managed Assets ($) | $48,659,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 257 |
| 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 | $1,574,000 | 143 |
| Number of Managed Accounts | $395,000 | 334 |
| Number of Non-Managed Accounts | $1,179,000 | 72 |
| Total fiduciary and related assets | $333,646,000 | 318 |
| Managed Assets ($) | $278,362,000 | 282 |
| Non-managed Assets ($) | $55,284,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,432,000 | 249 |
| 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 | $1,556,000 | 135 |
| Number of Managed Accounts | $386,000 | 285 |
| Number of Non-Managed Accounts | $1,170,000 | 65 |
| Total fiduciary and related assets | $326,244,000 | 319 |
| Managed Assets ($) | $275,017,000 | 284 |
| Non-managed Assets ($) | $51,227,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,832,000 | 246 |
| 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 | $1,542,000 | 136 |
| Number of Managed Accounts | $375,000 | 292 |
| Number of Non-Managed Accounts | $1,167,000 | 63 |
| Total fiduciary and related assets | $300,186,000 | 339 |
| Managed Assets ($) | $269,468,000 | 293 |
| Non-managed Assets ($) | $30,718,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,232,000 | 251 |
| 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 | $692,000 | 269 |
| Number of Managed Accounts | $391,000 | 289 |
| Number of Non-Managed Accounts | $301,000 | 138 |
| Total fiduciary and related assets | $311,063,000 | 334 |
| Managed Assets ($) | $281,402,000 | 281 |
| Non-managed Assets ($) | $29,661,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $615,000 | 249 |
| 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 | $739,000 | 283 |
| Number of Managed Accounts | $410,000 | 318 |
| Number of Non-Managed Accounts | $329,000 | 169 |
| Total fiduciary and related assets | $321,165,000 | 328 |
| Managed Assets ($) | $286,541,000 | 282 |
| Non-managed Assets ($) | $34,624,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,427,000 | 237 |
| 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 | $740,000 | 260 |
| Number of Managed Accounts | $399,000 | 281 |
| Number of Non-Managed Accounts | $341,000 | 135 |
| Total fiduciary and related assets | $1,722,056,000 | 134 |
| Managed Assets ($) | $251,884,000 | 291 |
| Non-managed Assets ($) | $1,470,172,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,808,000 | 242 |
| 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 | $711,000 | 272 |
| Number of Managed Accounts | $376,000 | 292 |
| Number of Non-Managed Accounts | $335,000 | 141 |
| Total fiduciary and related assets | $1,643,223,000 | 138 |
| Managed Assets ($) | $211,746,000 | 316 |
| Non-managed Assets ($) | $1,431,477,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,219,000 | 249 |
| 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 | $739,000 | 268 |
| Number of Managed Accounts | $371,000 | 297 |
| Number of Non-Managed Accounts | $368,000 | 136 |
| Total fiduciary and related assets | $274,792,000 | 348 |
| Managed Assets ($) | $208,171,000 | 319 |
| Non-managed Assets ($) | $66,621,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $646,000 | 239 |
| 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 | $755,000 | 285 |
| Number of Managed Accounts | $376,000 | 355 |
| Number of Non-Managed Accounts | $379,000 | 158 |
| Total fiduciary and related assets | $301,236,000 | 340 |
| Managed Assets ($) | $206,264,000 | 337 |
| Non-managed Assets ($) | $94,972,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,034,000 | 268 |
| 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 | $792,000 | 245 |
| Number of Managed Accounts | $397,000 | 285 |
| Number of Non-Managed Accounts | $395,000 | 127 |
| Total fiduciary and related assets | $333,844,000 | 310 |
| Managed Assets ($) | $219,672,000 | 298 |
| Non-managed Assets ($) | $114,172,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,512,000 | 264 |
| 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 | $799,000 | 244 |
| Number of Managed Accounts | $379,000 | 295 |
| Number of Non-Managed Accounts | $420,000 | 125 |
| Total fiduciary and related assets | $331,075,000 | 309 |
| Managed Assets ($) | $206,490,000 | 308 |
| Non-managed Assets ($) | $124,585,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,023,000 | 262 |
| 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 | $884,000 | 225 |
| Number of Managed Accounts | $379,000 | 297 |
| Number of Non-Managed Accounts | $505,000 | 118 |
| Total fiduciary and related assets | $317,862,000 | 315 |
| Managed Assets ($) | $207,010,000 | 314 |
| Non-managed Assets ($) | $110,852,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 269 |
| 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 | $882,000 | 250 |
| Number of Managed Accounts | $372,000 | 345 |
| Number of Non-Managed Accounts | $510,000 | 139 |
| Total fiduciary and related assets | $320,013,000 | 318 |
| Managed Assets ($) | $212,153,000 | 322 |
| Non-managed Assets ($) | $107,860,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,084,000 | 253 |
| 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 | $934,000 | 214 |
| Number of Managed Accounts | $391,000 | 284 |
| Number of Non-Managed Accounts | $543,000 | 112 |
| Total fiduciary and related assets | $305,956,000 | 314 |
| Managed Assets ($) | $205,421,000 | 308 |
| Non-managed Assets ($) | $100,535,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,572,000 | 257 |
| 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 | $1,088,000 | 192 |
| Number of Managed Accounts | $387,000 | 288 |
| Number of Non-Managed Accounts | $701,000 | 100 |
| Total fiduciary and related assets | $307,138,000 | 318 |
| Managed Assets ($) | $199,731,000 | 312 |
| Non-managed Assets ($) | $107,407,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,052,000 | 259 |
| 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 | $1,140,000 | 186 |
| Number of Managed Accounts | $412,000 | 290 |
| Number of Non-Managed Accounts | $728,000 | 97 |
| Total fiduciary and related assets | $313,749,000 | 319 |
| Managed Assets ($) | $204,038,000 | 317 |
| Non-managed Assets ($) | $109,711,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $510,000 | 263 |
| 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 | $1,132,000 | 206 |
| Number of Managed Accounts | $394,000 | 346 |
| Number of Non-Managed Accounts | $738,000 | 112 |
| Total fiduciary and related assets | $314,667,000 | 329 |
| Managed Assets ($) | $207,267,000 | 331 |
| Non-managed Assets ($) | $107,400,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,081,000 | 252 |
| 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 | $1,125,000 | 196 |
| Number of Managed Accounts | $414,000 | 295 |
| Number of Non-Managed Accounts | $711,000 | 108 |
| Total fiduciary and related assets | $293,037,000 | 336 |
| Managed Assets ($) | $161,620,000 | 329 |
| Non-managed Assets ($) | $131,417,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,564,000 | 260 |
| 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 | $1,114,000 | 200 |
| Number of Managed Accounts | $400,000 | 301 |
| Number of Non-Managed Accounts | $714,000 | 110 |
| Total fiduciary and related assets | $304,936,000 | 334 |
| Managed Assets ($) | $175,238,000 | 329 |
| Non-managed Assets ($) | $129,698,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 271 |
| 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 | $671,000 | 291 |
| Number of Managed Accounts | $396,000 | 308 |
| Number of Non-Managed Accounts | $275,000 | 183 |
| Total fiduciary and related assets | $280,962,000 | 340 |
| Managed Assets ($) | $182,899,000 | 332 |
| Non-managed Assets ($) | $98,063,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 278 |
| 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 | $815,000 | 297 |
| Number of Managed Accounts | $474,000 | 323 |
| Number of Non-Managed Accounts | $341,000 | 211 |
| Total fiduciary and related assets | $280,805,000 | 345 |
| Managed Assets ($) | $180,393,000 | 356 |
| Non-managed Assets ($) | $100,412,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,101,000 | 277 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| 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 | $712,000 | 307 |
| Number of Managed Accounts | $448,000 | 320 |
| Number of Non-Managed Accounts | $264,000 | 240 |
| Total fiduciary and related assets | $296,576,000 | 323 |
| Managed Assets ($) | $247,159,000 | 276 |
| Non-managed Assets ($) | $49,417,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,330,000 | 270 |
| 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 | $2,498,000 | 259 |
| 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 | $2,198,000 | 316 |
| 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 | $2,230,000 | 301 |
| 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 | $1,926,000 | 329 |
| 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 | $1,763,000 | 379 |
| 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 | $1,474,000 | 442 |
| 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 | $1,182,000 | 482 |
| 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 | $1,211,000 | 499 |
| 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 | $1,292,000 | 484 |