Home > Main Street Bank & Trust > Fiduciary and Related Services
Main Street Bank & Trust, Fiduciary and Related Services
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 | $1,635,000 | 131 |
Number of Managed Accounts | $1,503,000 | 102 |
Number of Non-Managed Accounts | $132,000 | 198 |
Total fiduciary and related assets | $1,740,889,000 | 130 |
Managed Assets ($) | $1,654,232,000 | 98 |
Non-managed Assets ($) | $86,657,000 | 233 |
Memoranda | ||
Gross Fiduciary activities income | $1,298,000 | 298 |
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 | $1,643,000 | 131 |
Number of Managed Accounts | $1,508,000 | 101 |
Number of Non-Managed Accounts | $135,000 | 207 |
Total fiduciary and related assets | $1,701,766,000 | 138 |
Managed Assets ($) | $1,617,800,000 | 102 |
Non-managed Assets ($) | $83,966,000 | 243 |
Memoranda | ||
Gross Fiduciary activities income | $3,900,000 | 124 |
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 | $1,623,000 | 130 |
Number of Managed Accounts | $1,486,000 | 102 |
Number of Non-Managed Accounts | $137,000 | 207 |
Total fiduciary and related assets | $1,706,393,000 | 135 |
Managed Assets ($) | $1,625,324,000 | 99 |
Non-managed Assets ($) | $81,069,000 | 246 |
Memoranda | ||
Gross Fiduciary activities income | $1,872,000 | 124 |
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 | $1,626,000 | 142 |
Number of Managed Accounts | $1,488,000 | 105 |
Number of Non-Managed Accounts | $138,000 | 302 |
Total fiduciary and related assets | $1,843,186,000 | 126 |
Managed Assets ($) | $1,764,944,000 | 91 |
Non-managed Assets ($) | $78,242,000 | 282 |
Memoranda | ||
Gross Fiduciary activities income | $7,503,000 | 120 |
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 | $1,613,000 | 139 |
Number of Managed Accounts | $1,474,000 | 109 |
Number of Non-Managed Accounts | $139,000 | 212 |
Total fiduciary and related assets | $1,774,040,000 | 130 |
Managed Assets ($) | $1,695,204,000 | 96 |
Non-managed Assets ($) | $78,836,000 | 247 |
Memoranda | ||
Gross Fiduciary activities income | $5,482,000 | 128 |
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 | $1,577,000 | 144 |
Number of Managed Accounts | $1,520,000 | 110 |
Number of Non-Managed Accounts | $57,000 | 285 |
Total fiduciary and related assets | $1,694,590,000 | 135 |
Managed Assets ($) | $1,666,064,000 | 99 |
Non-managed Assets ($) | $28,526,000 | 317 |
Memoranda | ||
Gross Fiduciary activities income | $3,554,000 | 136 |
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 | $1,559,000 | 144 |
Number of Managed Accounts | $1,501,000 | 111 |
Number of Non-Managed Accounts | $58,000 | 289 |
Total fiduciary and related assets | $1,693,252,000 | 140 |
Managed Assets ($) | $1,665,256,000 | 98 |
Non-managed Assets ($) | $27,996,000 | 320 |
Memoranda | ||
Gross Fiduciary activities income | $1,768,000 | 132 |
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 | $1,535,000 | 153 |
Number of Managed Accounts | $1,472,000 | 113 |
Number of Non-Managed Accounts | $63,000 | 515 |
Total fiduciary and related assets | $1,494,751,000 | 148 |
Managed Assets ($) | $1,458,716,000 | 103 |
Non-managed Assets ($) | $36,035,000 | 398 |
Memoranda | ||
Gross Fiduciary activities income | $7,149,000 | 125 |
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 | $1,535,000 | 143 |
Number of Managed Accounts | $1,468,000 | 111 |
Number of Non-Managed Accounts | $67,000 | 277 |
Total fiduciary and related assets | $1,450,956,000 | 147 |
Managed Assets ($) | $1,413,125,000 | 104 |
Non-managed Assets ($) | $37,831,000 | 293 |
Memoranda | ||
Gross Fiduciary activities income | $5,465,000 | 122 |
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 | $1,541,000 | 143 |
Number of Managed Accounts | $1,465,000 | 108 |
Number of Non-Managed Accounts | $76,000 | 267 |
Total fiduciary and related assets | $1,443,831,000 | 144 |
Managed Assets ($) | $1,408,123,000 | 102 |
Non-managed Assets ($) | $35,708,000 | 303 |
Memoranda | ||
Gross Fiduciary activities income | $3,419,000 | 124 |
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 | $1,494,000 | 150 |
Number of Managed Accounts | $1,416,000 | 115 |
Number of Non-Managed Accounts | $78,000 | 266 |
Total fiduciary and related assets | $1,602,090,000 | 139 |
Managed Assets ($) | $1,556,402,000 | 101 |
Non-managed Assets ($) | $45,688,000 | 292 |
Memoranda | ||
Gross Fiduciary activities income | $1,723,000 | 129 |
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 | $1,515,000 | 160 |
Number of Managed Accounts | $1,434,000 | 117 |
Number of Non-Managed Accounts | $81,000 | 456 |
Total fiduciary and related assets | $1,653,778,000 | 141 |
Managed Assets ($) | $1,574,672,000 | 101 |
Non-managed Assets ($) | $79,106,000 | 280 |
Memoranda | ||
Gross Fiduciary activities income | $6,157,000 | 133 |
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 | $842,000 | 239 |
Number of Managed Accounts | $827,000 | 183 |
Number of Non-Managed Accounts | $15,000 | 368 |
Total fiduciary and related assets | $1,146,887,000 | 166 |
Managed Assets ($) | $1,122,229,000 | 115 |
Non-managed Assets ($) | $24,658,000 | 320 |
Memoranda | ||
Gross Fiduciary activities income | $2,764,000 | 179 |
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 | $828,000 | 242 |
Number of Managed Accounts | $812,000 | 184 |
Number of Non-Managed Accounts | $16,000 | 375 |
Total fiduciary and related assets | $1,128,704,000 | 167 |
Managed Assets ($) | $1,103,825,000 | 114 |
Non-managed Assets ($) | $24,879,000 | 328 |
Memoranda | ||
Gross Fiduciary activities income | $1,860,000 | 183 |
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 | $781,000 | 249 |
Number of Managed Accounts | $763,000 | 193 |
Number of Non-Managed Accounts | $18,000 | 373 |
Total fiduciary and related assets | $1,089,438,000 | 170 |
Managed Assets ($) | $1,063,923,000 | 118 |
Non-managed Assets ($) | $25,515,000 | 328 |
Memoranda | ||
Gross Fiduciary activities income | $921,000 | 181 |
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 | $779,000 | 291 |
Number of Managed Accounts | $760,000 | 205 |
Number of Non-Managed Accounts | $19,000 | 862 |
Total fiduciary and related assets | $1,052,225,000 | 176 |
Managed Assets ($) | $1,023,764,000 | 125 |
Non-managed Assets ($) | $28,461,000 | 447 |
Memoranda | ||
Gross Fiduciary activities income | $3,375,000 | 190 |
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 | $770,000 | 266 |
Number of Managed Accounts | $750,000 | 203 |
Number of Non-Managed Accounts | $20,000 | 371 |
Total fiduciary and related assets | $1,004,519,000 | 183 |
Managed Assets ($) | $976,423,000 | 131 |
Non-managed Assets ($) | $28,096,000 | 333 |
Memoranda | ||
Gross Fiduciary activities income | $2,444,000 | 205 |
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 | $801,000 | 264 |
Number of Managed Accounts | $776,000 | 200 |
Number of Non-Managed Accounts | $25,000 | 366 |
Total fiduciary and related assets | $989,916,000 | 186 |
Managed Assets ($) | $954,895,000 | 129 |
Non-managed Assets ($) | $35,021,000 | 318 |
Memoranda | ||
Gross Fiduciary activities income | $1,594,000 | 208 |
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 | $704,000 | 285 |
Number of Managed Accounts | $673,000 | 227 |
Number of Non-Managed Accounts | $31,000 | 364 |
Total fiduciary and related assets | $920,950,000 | 196 |
Managed Assets ($) | $888,998,000 | 134 |
Non-managed Assets ($) | $31,952,000 | 331 |
Memoranda | ||
Gross Fiduciary activities income | $797,000 | 213 |
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 | $779,000 | 303 |
Number of Managed Accounts | $745,000 | 230 |
Number of Non-Managed Accounts | $34,000 | 725 |
Total fiduciary and related assets | $915,644,000 | 195 |
Managed Assets ($) | $883,405,000 | 137 |
Non-managed Assets ($) | $32,239,000 | 423 |
Memoranda | ||
Gross Fiduciary activities income | $3,328,000 | 213 |
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 | $737,000 | 296 |
Number of Managed Accounts | $678,000 | 232 |
Number of Non-Managed Accounts | $59,000 | 541 |
Total fiduciary and related assets | $702,430,000 | 208 |
Managed Assets ($) | $669,904,000 | 158 |
Non-managed Assets ($) | $32,526,000 | 410 |
Memoranda | ||
Gross Fiduciary activities income | $2,807,000 | 238 |
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 | $2,830,000 | 234 |
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 | $2,494,000 | 293 |
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 | $2,202,000 | 305 |
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 | $1,359,000 | 463 |
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 | $463,000 | 758 |
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 | $429,000 | 815 |
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 | $349,000 | 890 |