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Los Padres Bank, Fiduciary and Related Services

2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$541,000292
Number of Managed Accounts$466,000252
Number of Non-Managed Accounts$75,000230
Total fiduciary and related assets$128,197,000368
Managed Assets ($)$105,701,000334
Non-managed Assets ($)$22,496,000305
Memoranda
Gross Fiduciary activities incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$527,000298
Number of Managed Accounts$458,000257
Number of Non-Managed Accounts$69,000243
Total fiduciary and related assets$132,732,000374
Managed Assets ($)$110,027,000337
Non-managed Assets ($)$22,705,000307
Memoranda
Gross Fiduciary activities incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$526,000359
Number of Managed Accounts$454,000303
Number of Non-Managed Accounts$72,000427
Total fiduciary and related assets$124,807,000515
Managed Assets ($)$103,028,000460
Non-managed Assets ($)$21,779,000481
Memoranda
Gross Fiduciary activities incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$509,000300
Number of Managed Accounts$449,000259
Number of Non-Managed Accounts$60,000243
Total fiduciary and related assets$122,194,000361
Managed Assets ($)$102,842,000330
Non-managed Assets ($)$19,352,000294
Memoranda
Gross Fiduciary activities incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$508,000304
Number of Managed Accounts$448,000261
Number of Non-Managed Accounts$60,000249
Total fiduciary and related assets$115,982,000367
Managed Assets ($)$98,066,000338
Non-managed Assets ($)$17,916,000299
Memoranda
Gross Fiduciary activities incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$498,000306
Number of Managed Accounts$439,000262
Number of Non-Managed Accounts$59,000249
Total fiduciary and related assets$105,423,000370
Managed Assets ($)$90,936,000338
Non-managed Assets ($)$14,487,000311
Memoranda
Gross Fiduciary activities incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$510,000375
Number of Managed Accounts$451,000299
Number of Non-Managed Accounts$59,000499
Total fiduciary and related assets$115,181,000526
Managed Assets ($)$99,736,000463
Non-managed Assets ($)$15,445,000527
Memoranda
Gross Fiduciary activities incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$505,000315
Number of Managed Accounts$446,000271
Number of Non-Managed Accounts$59,000268
Total fiduciary and related assets$136,907,000387
Managed Assets ($)$119,073,000353
Non-managed Assets ($)$17,834,000331
Memoranda
Gross Fiduciary activities incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$486,000322
Number of Managed Accounts$431,000281
Number of Non-Managed Accounts$55,000277
Total fiduciary and related assets$132,326,000394
Managed Assets ($)$118,717,000359
Non-managed Assets ($)$13,609,000346
Memoranda
Gross Fiduciary activities incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$454,000327
Number of Managed Accounts$408,000289
Number of Non-Managed Accounts$46,000290
Total fiduciary and related assets$135,936,000402
Managed Assets ($)$123,263,000365
Non-managed Assets ($)$12,673,000355
Memoranda
Gross Fiduciary activities incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$449,000409
Number of Managed Accounts$403,000327
Number of Non-Managed Accounts$46,000572
Total fiduciary and related assets$136,756,000523
Managed Assets ($)$123,599,000455
Non-managed Assets ($)$13,157,000596
Memoranda
Gross Fiduciary activities incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$434,000323
Number of Managed Accounts$394,000281
Number of Non-Managed Accounts$40,000286
Total fiduciary and related assets$140,269,000384
Managed Assets ($)$128,189,000351
Non-managed Assets ($)$12,080,000342
Memoranda
Gross Fiduciary activities incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$422,000334
Number of Managed Accounts$383,000288
Number of Non-Managed Accounts$39,000298
Total fiduciary and related assets$137,303,000393
Managed Assets ($)$125,240,000360
Non-managed Assets ($)$12,063,000353
Memoranda
Gross Fiduciary activities incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$423,000332
Number of Managed Accounts$390,000290
Number of Non-Managed Accounts$33,000315
Total fiduciary and related assets$138,876,000392
Managed Assets ($)$128,088,000358
Non-managed Assets ($)$10,788,000355
Memoranda
Gross Fiduciary activities incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$407,000426
Number of Managed Accounts$374,000339
Number of Non-Managed Accounts$33,000667
Total fiduciary and related assets$131,380,000529
Managed Assets ($)$121,343,000455
Non-managed Assets ($)$10,037,000649
Memoranda
Gross Fiduciary activities incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$381,000336
Number of Managed Accounts$350,000292
Number of Non-Managed Accounts$31,000314
Total fiduciary and related assets$123,966,000381
Managed Assets ($)$116,715,000346
Non-managed Assets ($)$7,251,000362
Memoranda
Gross Fiduciary activities incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$367,000344
Number of Managed Accounts$336,000303
Number of Non-Managed Accounts$31,000323
Total fiduciary and related assets$110,536,000390
Managed Assets ($)$103,514,000352
Non-managed Assets ($)$7,022,000365
Memoranda
Gross Fiduciary activities incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$371,000349
Number of Managed Accounts$350,000301
Number of Non-Managed Accounts$21,000343
Total fiduciary and related assets$111,767,000392
Managed Assets ($)$103,754,000357
Non-managed Assets ($)$8,013,000366
Memoranda
Gross Fiduciary activities incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$360,000471
Number of Managed Accounts$339,000375
Number of Non-Managed Accounts$21,000807
Total fiduciary and related assets$109,091,000574
Managed Assets ($)$101,227,000489
Non-managed Assets ($)$7,864,000700
Memoranda
Gross Fiduciary activities incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$368,000340
Number of Managed Accounts$342,000302
Number of Non-Managed Accounts$26,000328
Total fiduciary and related assets$109,499,000387
Managed Assets ($)$101,984,000346
Non-managed Assets ($)$7,515,000364
Memoranda
Gross Fiduciary activities incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$343,000359
Number of Managed Accounts$316,000315
Number of Non-Managed Accounts$27,000342
Total fiduciary and related assets$98,456,000407
Managed Assets ($)$90,564,000366
Non-managed Assets ($)$7,892,000377
Memoranda
Gross Fiduciary activities incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$329,000363
Number of Managed Accounts$303,000321
Number of Non-Managed Accounts$26,000342
Total fiduciary and related assets$93,960,000407
Managed Assets ($)$85,777,000368
Non-managed Assets ($)$8,183,000378
Memoranda
Gross Fiduciary activities incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$321,000510
Number of Managed Accounts$296,000407
Number of Non-Managed Accounts$25,000776
Total fiduciary and related assets$93,853,000600
Managed Assets ($)$85,205,000529
Non-managed Assets ($)$8,648,000675
Memoranda
Gross Fiduciary activities incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$341,000351
Number of Managed Accounts$314,000311
Number of Non-Managed Accounts$27,000336
Total fiduciary and related assets$84,678,000400
Managed Assets ($)$78,177,000361
Non-managed Assets ($)$6,501,000375
Memoranda
Gross Fiduciary activities incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$333,000358
Number of Managed Accounts$307,000313
Number of Non-Managed Accounts$26,000350
Total fiduciary and related assets$87,059,000404
Managed Assets ($)$81,874,000361
Non-managed Assets ($)$5,185,000388
Memoranda
Gross Fiduciary activities incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$324,000360
Number of Managed Accounts$299,000320
Number of Non-Managed Accounts$25,000358
Total fiduciary and related assets$90,354,000408
Managed Assets ($)$85,817,000366
Non-managed Assets ($)$4,537,000397
Memoranda
Gross Fiduciary activities incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$332,000513
Number of Managed Accounts$304,000405
Number of Non-Managed Accounts$28,000769
Total fiduciary and related assets$81,246,000639
Managed Assets ($)$71,011,000554
Non-managed Assets ($)$10,235,000655
Memoranda
Gross Fiduciary activities incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$323,000372
Number of Managed Accounts$285,000329
Number of Non-Managed Accounts$38,000341
Total fiduciary and related assets$73,577,000414
Managed Assets ($)$63,648,000376
Non-managed Assets ($)$9,929,000380
Memoranda
Gross Fiduciary activities incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$309,000380
Number of Managed Accounts$250,000344
Number of Non-Managed Accounts$59,000319
Total fiduciary and related assets$76,308,000415
Managed Assets ($)$59,246,000383
Non-managed Assets ($)$17,062,000363
Memoranda
Gross Fiduciary activities incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$466,000350
Number of Managed Accounts$245,000354
Number of Non-Managed Accounts$221,000213
Total fiduciary and related assets$85,864,000421
Managed Assets ($)$49,627,000398
Non-managed Assets ($)$36,237,000324
Memoranda
Gross Fiduciary activities incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$440,000447
Number of Managed Accounts$239,000497
Number of Non-Managed Accounts$201,000294
Total fiduciary and related assets$78,309,000637
Managed Assets ($)$43,028,000697
Non-managed Assets ($)$35,281,000408
Memoranda
Gross Fiduciary activities incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01,865
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA