Home > Los Padres Bank > Fiduciary and Related Services
Los Padres Bank, Fiduciary and Related Services
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 | $541,000 | 292 |
Number of Managed Accounts | $466,000 | 252 |
Number of Non-Managed Accounts | $75,000 | 230 |
Total fiduciary and related assets | $128,197,000 | 368 |
Managed Assets ($) | $105,701,000 | 334 |
Non-managed Assets ($) | $22,496,000 | 305 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $527,000 | 298 |
Number of Managed Accounts | $458,000 | 257 |
Number of Non-Managed Accounts | $69,000 | 243 |
Total fiduciary and related assets | $132,732,000 | 374 |
Managed Assets ($) | $110,027,000 | 337 |
Non-managed Assets ($) | $22,705,000 | 307 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $526,000 | 359 |
Number of Managed Accounts | $454,000 | 303 |
Number of Non-Managed Accounts | $72,000 | 427 |
Total fiduciary and related assets | $124,807,000 | 515 |
Managed Assets ($) | $103,028,000 | 460 |
Non-managed Assets ($) | $21,779,000 | 481 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $509,000 | 300 |
Number of Managed Accounts | $449,000 | 259 |
Number of Non-Managed Accounts | $60,000 | 243 |
Total fiduciary and related assets | $122,194,000 | 361 |
Managed Assets ($) | $102,842,000 | 330 |
Non-managed Assets ($) | $19,352,000 | 294 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $508,000 | 304 |
Number of Managed Accounts | $448,000 | 261 |
Number of Non-Managed Accounts | $60,000 | 249 |
Total fiduciary and related assets | $115,982,000 | 367 |
Managed Assets ($) | $98,066,000 | 338 |
Non-managed Assets ($) | $17,916,000 | 299 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $498,000 | 306 |
Number of Managed Accounts | $439,000 | 262 |
Number of Non-Managed Accounts | $59,000 | 249 |
Total fiduciary and related assets | $105,423,000 | 370 |
Managed Assets ($) | $90,936,000 | 338 |
Non-managed Assets ($) | $14,487,000 | 311 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $510,000 | 375 |
Number of Managed Accounts | $451,000 | 299 |
Number of Non-Managed Accounts | $59,000 | 499 |
Total fiduciary and related assets | $115,181,000 | 526 |
Managed Assets ($) | $99,736,000 | 463 |
Non-managed Assets ($) | $15,445,000 | 527 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $505,000 | 315 |
Number of Managed Accounts | $446,000 | 271 |
Number of Non-Managed Accounts | $59,000 | 268 |
Total fiduciary and related assets | $136,907,000 | 387 |
Managed Assets ($) | $119,073,000 | 353 |
Non-managed Assets ($) | $17,834,000 | 331 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $486,000 | 322 |
Number of Managed Accounts | $431,000 | 281 |
Number of Non-Managed Accounts | $55,000 | 277 |
Total fiduciary and related assets | $132,326,000 | 394 |
Managed Assets ($) | $118,717,000 | 359 |
Non-managed Assets ($) | $13,609,000 | 346 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $454,000 | 327 |
Number of Managed Accounts | $408,000 | 289 |
Number of Non-Managed Accounts | $46,000 | 290 |
Total fiduciary and related assets | $135,936,000 | 402 |
Managed Assets ($) | $123,263,000 | 365 |
Non-managed Assets ($) | $12,673,000 | 355 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $449,000 | 409 |
Number of Managed Accounts | $403,000 | 327 |
Number of Non-Managed Accounts | $46,000 | 572 |
Total fiduciary and related assets | $136,756,000 | 523 |
Managed Assets ($) | $123,599,000 | 455 |
Non-managed Assets ($) | $13,157,000 | 596 |
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 | $434,000 | 323 |
Number of Managed Accounts | $394,000 | 281 |
Number of Non-Managed Accounts | $40,000 | 286 |
Total fiduciary and related assets | $140,269,000 | 384 |
Managed Assets ($) | $128,189,000 | 351 |
Non-managed Assets ($) | $12,080,000 | 342 |
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 | $422,000 | 334 |
Number of Managed Accounts | $383,000 | 288 |
Number of Non-Managed Accounts | $39,000 | 298 |
Total fiduciary and related assets | $137,303,000 | 393 |
Managed Assets ($) | $125,240,000 | 360 |
Non-managed Assets ($) | $12,063,000 | 353 |
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 | $423,000 | 332 |
Number of Managed Accounts | $390,000 | 290 |
Number of Non-Managed Accounts | $33,000 | 315 |
Total fiduciary and related assets | $138,876,000 | 392 |
Managed Assets ($) | $128,088,000 | 358 |
Non-managed Assets ($) | $10,788,000 | 355 |
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 | $407,000 | 426 |
Number of Managed Accounts | $374,000 | 339 |
Number of Non-Managed Accounts | $33,000 | 667 |
Total fiduciary and related assets | $131,380,000 | 529 |
Managed Assets ($) | $121,343,000 | 455 |
Non-managed Assets ($) | $10,037,000 | 649 |
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 | $381,000 | 336 |
Number of Managed Accounts | $350,000 | 292 |
Number of Non-Managed Accounts | $31,000 | 314 |
Total fiduciary and related assets | $123,966,000 | 381 |
Managed Assets ($) | $116,715,000 | 346 |
Non-managed Assets ($) | $7,251,000 | 362 |
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 | $367,000 | 344 |
Number of Managed Accounts | $336,000 | 303 |
Number of Non-Managed Accounts | $31,000 | 323 |
Total fiduciary and related assets | $110,536,000 | 390 |
Managed Assets ($) | $103,514,000 | 352 |
Non-managed Assets ($) | $7,022,000 | 365 |
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 | $371,000 | 349 |
Number of Managed Accounts | $350,000 | 301 |
Number of Non-Managed Accounts | $21,000 | 343 |
Total fiduciary and related assets | $111,767,000 | 392 |
Managed Assets ($) | $103,754,000 | 357 |
Non-managed Assets ($) | $8,013,000 | 366 |
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 | $360,000 | 471 |
Number of Managed Accounts | $339,000 | 375 |
Number of Non-Managed Accounts | $21,000 | 807 |
Total fiduciary and related assets | $109,091,000 | 574 |
Managed Assets ($) | $101,227,000 | 489 |
Non-managed Assets ($) | $7,864,000 | 700 |
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 | $368,000 | 340 |
Number of Managed Accounts | $342,000 | 302 |
Number of Non-Managed Accounts | $26,000 | 328 |
Total fiduciary and related assets | $109,499,000 | 387 |
Managed Assets ($) | $101,984,000 | 346 |
Non-managed Assets ($) | $7,515,000 | 364 |
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 | $343,000 | 359 |
Number of Managed Accounts | $316,000 | 315 |
Number of Non-Managed Accounts | $27,000 | 342 |
Total fiduciary and related assets | $98,456,000 | 407 |
Managed Assets ($) | $90,564,000 | 366 |
Non-managed Assets ($) | $7,892,000 | 377 |
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 | $329,000 | 363 |
Number of Managed Accounts | $303,000 | 321 |
Number of Non-Managed Accounts | $26,000 | 342 |
Total fiduciary and related assets | $93,960,000 | 407 |
Managed Assets ($) | $85,777,000 | 368 |
Non-managed Assets ($) | $8,183,000 | 378 |
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 | $321,000 | 510 |
Number of Managed Accounts | $296,000 | 407 |
Number of Non-Managed Accounts | $25,000 | 776 |
Total fiduciary and related assets | $93,853,000 | 600 |
Managed Assets ($) | $85,205,000 | 529 |
Non-managed Assets ($) | $8,648,000 | 675 |
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 | $341,000 | 351 |
Number of Managed Accounts | $314,000 | 311 |
Number of Non-Managed Accounts | $27,000 | 336 |
Total fiduciary and related assets | $84,678,000 | 400 |
Managed Assets ($) | $78,177,000 | 361 |
Non-managed Assets ($) | $6,501,000 | 375 |
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 | $333,000 | 358 |
Number of Managed Accounts | $307,000 | 313 |
Number of Non-Managed Accounts | $26,000 | 350 |
Total fiduciary and related assets | $87,059,000 | 404 |
Managed Assets ($) | $81,874,000 | 361 |
Non-managed Assets ($) | $5,185,000 | 388 |
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 | $324,000 | 360 |
Number of Managed Accounts | $299,000 | 320 |
Number of Non-Managed Accounts | $25,000 | 358 |
Total fiduciary and related assets | $90,354,000 | 408 |
Managed Assets ($) | $85,817,000 | 366 |
Non-managed Assets ($) | $4,537,000 | 397 |
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 | $332,000 | 513 |
Number of Managed Accounts | $304,000 | 405 |
Number of Non-Managed Accounts | $28,000 | 769 |
Total fiduciary and related assets | $81,246,000 | 639 |
Managed Assets ($) | $71,011,000 | 554 |
Non-managed Assets ($) | $10,235,000 | 655 |
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 | $323,000 | 372 |
Number of Managed Accounts | $285,000 | 329 |
Number of Non-Managed Accounts | $38,000 | 341 |
Total fiduciary and related assets | $73,577,000 | 414 |
Managed Assets ($) | $63,648,000 | 376 |
Non-managed Assets ($) | $9,929,000 | 380 |
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 | $309,000 | 380 |
Number of Managed Accounts | $250,000 | 344 |
Number of Non-Managed Accounts | $59,000 | 319 |
Total fiduciary and related assets | $76,308,000 | 415 |
Managed Assets ($) | $59,246,000 | 383 |
Non-managed Assets ($) | $17,062,000 | 363 |
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 | $466,000 | 350 |
Number of Managed Accounts | $245,000 | 354 |
Number of Non-Managed Accounts | $221,000 | 213 |
Total fiduciary and related assets | $85,864,000 | 421 |
Managed Assets ($) | $49,627,000 | 398 |
Non-managed Assets ($) | $36,237,000 | 324 |
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 | $440,000 | 447 |
Number of Managed Accounts | $239,000 | 497 |
Number of Non-Managed Accounts | $201,000 | 294 |
Total fiduciary and related assets | $78,309,000 | 637 |
Managed Assets ($) | $43,028,000 | 697 |
Non-managed Assets ($) | $35,281,000 | 408 |
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 |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 |