Home > Keystone Nazareth Bank & Trust Company > Fiduciary and Related Services
Keystone Nazareth Bank & Trust Company, Fiduciary and Related Services
| 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 | $1,763,000 | 133 |
| Number of Managed Accounts | $1,574,000 | 100 |
| Number of Non-Managed Accounts | $189,000 | 243 |
| Total fiduciary and related assets | $885,559,000 | 188 |
| Managed Assets ($) | $799,635,000 | 154 |
| Non-managed Assets ($) | $85,924,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,751,000 | 148 |
| 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 | $1,776,000 | 119 |
| Number of Managed Accounts | $1,586,000 | 98 |
| Number of Non-Managed Accounts | $190,000 | 165 |
| Total fiduciary and related assets | $911,776,000 | 185 |
| Managed Assets ($) | $826,843,000 | 149 |
| Non-managed Assets ($) | $84,933,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,325,000 | 145 |
| 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 | $1,772,000 | 121 |
| Number of Managed Accounts | $1,596,000 | 97 |
| Number of Non-Managed Accounts | $176,000 | 177 |
| Total fiduciary and related assets | $913,188,000 | 191 |
| Managed Assets ($) | $833,086,000 | 154 |
| Non-managed Assets ($) | $80,102,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,801,000 | 153 |
| 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 | $1,783,000 | 120 |
| Number of Managed Accounts | $1,612,000 | 94 |
| Number of Non-Managed Accounts | $171,000 | 183 |
| Total fiduciary and related assets | $864,900,000 | 194 |
| Managed Assets ($) | $788,191,000 | 155 |
| Non-managed Assets ($) | $76,709,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,434,000 | 148 |
| 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 | $1,767,000 | 128 |
| Number of Managed Accounts | $1,599,000 | 97 |
| Number of Non-Managed Accounts | $168,000 | 265 |
| Total fiduciary and related assets | $843,483,000 | 196 |
| Managed Assets ($) | $769,382,000 | 155 |
| Non-managed Assets ($) | $74,101,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,967,000 | 155 |
| 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 | $1,757,000 | 126 |
| Number of Managed Accounts | $1,574,000 | 100 |
| Number of Non-Managed Accounts | $183,000 | 186 |
| Total fiduciary and related assets | $829,822,000 | 199 |
| Managed Assets ($) | $757,936,000 | 159 |
| Non-managed Assets ($) | $71,886,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,608,000 | 162 |
| 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 | $1,719,000 | 136 |
| Number of Managed Accounts | $1,503,000 | 112 |
| Number of Non-Managed Accounts | $216,000 | 177 |
| Total fiduciary and related assets | $814,228,000 | 209 |
| Managed Assets ($) | $741,966,000 | 165 |
| Non-managed Assets ($) | $72,262,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,394,000 | 169 |
| 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 | $1,694,000 | 136 |
| Number of Managed Accounts | $1,513,000 | 109 |
| Number of Non-Managed Accounts | $181,000 | 196 |
| Total fiduciary and related assets | $807,571,000 | 211 |
| Managed Assets ($) | $740,618,000 | 164 |
| Non-managed Assets ($) | $66,953,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,063,000 | 181 |
| 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 | $910,000 | 245 |
| Number of Managed Accounts | $818,000 | 196 |
| Number of Non-Managed Accounts | $92,000 | 399 |
| Total fiduciary and related assets | $414,746,000 | 286 |
| Managed Assets ($) | $378,595,000 | 233 |
| Non-managed Assets ($) | $36,151,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 265 |
| 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 | $919,000 | 219 |
| Number of Managed Accounts | $826,000 | 186 |
| Number of Non-Managed Accounts | $93,000 | 246 |
| Total fiduciary and related assets | $399,949,000 | 287 |
| Managed Assets ($) | $363,321,000 | 234 |
| Non-managed Assets ($) | $36,628,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,427,000 | 273 |
| 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 | $934,000 | 214 |
| Number of Managed Accounts | $839,000 | 182 |
| Number of Non-Managed Accounts | $95,000 | 247 |
| Total fiduciary and related assets | $392,452,000 | 290 |
| Managed Assets ($) | $356,075,000 | 235 |
| Non-managed Assets ($) | $36,377,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 306 |
| 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 | $585,000 | 297 |
| Number of Managed Accounts | $552,000 | 249 |
| Number of Non-Managed Accounts | $33,000 | 324 |
| Total fiduciary and related assets | $248,749,000 | 355 |
| Managed Assets ($) | $236,403,000 | 293 |
| Non-managed Assets ($) | $12,346,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $398,000 | 309 |
| 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 | $576,000 | 345 |
| Number of Managed Accounts | $541,000 | 270 |
| Number of Non-Managed Accounts | $35,000 | 691 |
| Total fiduciary and related assets | $262,181,000 | 356 |
| Managed Assets ($) | $250,423,000 | 286 |
| Non-managed Assets ($) | $11,758,000 | 599 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 297 |
| 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 | $557,000 | 300 |
| Number of Managed Accounts | $520,000 | 252 |
| Number of Non-Managed Accounts | $37,000 | 320 |
| Total fiduciary and related assets | $241,148,000 | 357 |
| Managed Assets ($) | $229,503,000 | 289 |
| Non-managed Assets ($) | $11,645,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 310 |
| 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 | $557,000 | 305 |
| Number of Managed Accounts | $508,000 | 253 |
| Number of Non-Managed Accounts | $49,000 | 313 |
| Total fiduciary and related assets | $239,699,000 | 362 |
| Managed Assets ($) | $227,783,000 | 294 |
| Non-managed Assets ($) | $11,916,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 316 |
| 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 | $550,000 | 307 |
| Number of Managed Accounts | $500,000 | 261 |
| Number of Non-Managed Accounts | $50,000 | 316 |
| Total fiduciary and related assets | $268,857,000 | 349 |
| Managed Assets ($) | $255,126,000 | 277 |
| Non-managed Assets ($) | $13,731,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 315 |
| 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 | $561,000 | 363 |
| Number of Managed Accounts | $505,000 | 287 |
| Number of Non-Managed Accounts | $56,000 | 590 |
| Total fiduciary and related assets | $268,688,000 | 362 |
| Managed Assets ($) | $253,506,000 | 281 |
| Non-managed Assets ($) | $15,182,000 | 589 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 725 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |