Home > Lincoln Trust Company > Fiduciary and Related Services
Lincoln Trust Company, Fiduciary and Related Services
| 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 | $50,925,000 | 13 |
| Number of Managed Accounts | $16,000 | 1,240 |
| Number of Non-Managed Accounts | $50,909,000 | 9 |
| Total fiduciary and related assets | $3,079,149,000 | 103 |
| Managed Assets ($) | $10,683,000 | 1,042 |
| Non-managed Assets ($) | $3,068,466,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,370,000 | 130 |
| 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 | $51,592,000 | 13 |
| Number of Managed Accounts | $14,000 | 402 |
| Number of Non-Managed Accounts | $51,578,000 | 8 |
| Total fiduciary and related assets | $3,008,701,000 | 105 |
| Managed Assets ($) | $9,898,000 | 404 |
| Non-managed Assets ($) | $2,998,803,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,819,000 | 128 |
| 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 | $52,232,000 | 13 |
| Number of Managed Accounts | $16,000 | 407 |
| Number of Non-Managed Accounts | $52,216,000 | 9 |
| Total fiduciary and related assets | $2,980,585,000 | 106 |
| Managed Assets ($) | $10,272,000 | 409 |
| Non-managed Assets ($) | $2,970,313,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,298,000 | 129 |
| 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 | $53,446,000 | 12 |
| Number of Managed Accounts | $16,000 | 414 |
| Number of Non-Managed Accounts | $53,430,000 | 8 |
| Total fiduciary and related assets | $3,032,342,000 | 105 |
| Managed Assets ($) | $10,201,000 | 415 |
| Non-managed Assets ($) | $3,022,141,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,731,000 | 128 |
| 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 | $53,720,000 | 13 |
| Number of Managed Accounts | $16,000 | 1,293 |
| Number of Non-Managed Accounts | $53,704,000 | 9 |
| Total fiduciary and related assets | $3,157,956,000 | 106 |
| Managed Assets ($) | $9,860,000 | 1,069 |
| Non-managed Assets ($) | $3,148,096,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,655,000 | 131 |
| 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 | $55,007,000 | 12 |
| Number of Managed Accounts | $16,000 | 418 |
| Number of Non-Managed Accounts | $54,991,000 | 9 |
| Total fiduciary and related assets | $2,844,876,000 | 111 |
| Managed Assets ($) | $9,860,000 | 417 |
| Non-managed Assets ($) | $2,835,016,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,977,000 | 138 |
| 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 | $55,198,000 | 13 |
| Number of Managed Accounts | $17,000 | 422 |
| Number of Non-Managed Accounts | $55,181,000 | 10 |
| Total fiduciary and related assets | $2,818,267,000 | 114 |
| Managed Assets ($) | $9,222,000 | 421 |
| Non-managed Assets ($) | $2,809,045,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,348,000 | 139 |
| 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 | $54,691,000 | 13 |
| Number of Managed Accounts | $17,000 | 438 |
| Number of Non-Managed Accounts | $54,674,000 | 9 |
| Total fiduciary and related assets | $2,046,224,000 | 133 |
| Managed Assets ($) | $8,220,000 | 438 |
| Non-managed Assets ($) | $2,038,004,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,758,000 | 138 |
| 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 | $54,944,000 | 12 |
| Number of Managed Accounts | $17,000 | 1,328 |
| Number of Non-Managed Accounts | $54,927,000 | 8 |
| Total fiduciary and related assets | $2,138,546,000 | 127 |
| Managed Assets ($) | $8,727,000 | 1,114 |
| Non-managed Assets ($) | $2,129,819,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,962,000 | 140 |
| 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 | $58,712,000 | 11 |
| Number of Managed Accounts | $18,000 | 1,280 |
| Number of Non-Managed Accounts | $58,694,000 | 5 |
| Total fiduciary and related assets | $3,173,052,000 | 94 |
| Managed Assets ($) | $9,091,000 | 1,058 |
| Non-managed Assets ($) | $3,163,961,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,115,000 | 136 |
| 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 | $7,909,000 | 133 |
| 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 | $8,956,000 | 141 |
| 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 | $9,190,000 | 146 |
| 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 | $9,307,000 | 140 |
| 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 | $8,458,000 | 164 |
| 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 | $8,808,000 | 168 |
| 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 | $7,630,000 | 180 |
| 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 | $6,222,000 | 199 |
| 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 | NA | NA |