Home > MFB Financial (The "Savings Bank") > Fiduciary and Related Services
MFB Financial (The "Savings Bank"), Fiduciary and Related Services
| 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 | $834,000 | 246 |
| Number of Managed Accounts | $828,000 | 183 |
| Number of Non-Managed Accounts | $6,000 | 396 |
| Total fiduciary and related assets | $326,229,000 | 308 |
| Managed Assets ($) | $321,146,000 | 248 |
| Non-managed Assets ($) | $5,083,000 | 376 |
| 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 | $864,000 | 243 |
| Number of Managed Accounts | $855,000 | 178 |
| Number of Non-Managed Accounts | $9,000 | 387 |
| Total fiduciary and related assets | $331,715,000 | 311 |
| Managed Assets ($) | $326,598,000 | 253 |
| Non-managed Assets ($) | $5,117,000 | 382 |
| 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 | $747,000 | 279 |
| Number of Managed Accounts | $735,000 | 209 |
| Number of Non-Managed Accounts | $12,000 | 889 |
| Total fiduciary and related assets | $396,115,000 | 296 |
| Managed Assets ($) | $389,162,000 | 231 |
| Non-managed Assets ($) | $6,953,000 | 711 |
| 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 | $182,000 | 382 |
| Number of Managed Accounts | $168,000 | 354 |
| Number of Non-Managed Accounts | $14,000 | 352 |
| Total fiduciary and related assets | $109,944,000 | 391 |
| Managed Assets ($) | $100,852,000 | 362 |
| Non-managed Assets ($) | $9,092,000 | 354 |
| 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 | $189,000 | 385 |
| Number of Managed Accounts | $176,000 | 354 |
| Number of Non-Managed Accounts | $13,000 | 366 |
| Total fiduciary and related assets | $106,398,000 | 399 |
| Managed Assets ($) | $98,610,000 | 369 |
| Non-managed Assets ($) | $7,788,000 | 366 |
| 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 | $186,000 | 390 |
| Number of Managed Accounts | $170,000 | 360 |
| Number of Non-Managed Accounts | $16,000 | 357 |
| Total fiduciary and related assets | $113,717,000 | 400 |
| Managed Assets ($) | $103,592,000 | 367 |
| Non-managed Assets ($) | $10,125,000 | 357 |
| 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 | $175,000 | 716 |
| Number of Managed Accounts | $157,000 | 599 |
| Number of Non-Managed Accounts | $18,000 | 820 |
| Total fiduciary and related assets | $96,515,000 | 607 |
| Managed Assets ($) | $86,312,000 | 548 |
| Non-managed Assets ($) | $10,203,000 | 645 |
| 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 | $174,000 | 377 |
| Number of Managed Accounts | $156,000 | 347 |
| Number of Non-Managed Accounts | $18,000 | 342 |
| Total fiduciary and related assets | $91,994,000 | 387 |
| Managed Assets ($) | $80,652,000 | 360 |
| Non-managed Assets ($) | $11,342,000 | 347 |
| 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 | $166,000 | 384 |
| Number of Managed Accounts | $148,000 | 353 |
| Number of Non-Managed Accounts | $18,000 | 350 |
| Total fiduciary and related assets | $56,548,000 | 400 |
| Managed Assets ($) | $46,616,000 | 370 |
| Non-managed Assets ($) | $9,932,000 | 354 |
| 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 | $135,000 | 398 |
| Number of Managed Accounts | $117,000 | 371 |
| Number of Non-Managed Accounts | $18,000 | 355 |
| Total fiduciary and related assets | $54,621,000 | 409 |
| Managed Assets ($) | $45,579,000 | 377 |
| Non-managed Assets ($) | $9,042,000 | 363 |
| 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 | $169,000 | 736 |
| Number of Managed Accounts | $152,000 | 623 |
| Number of Non-Managed Accounts | $17,000 | 866 |
| Total fiduciary and related assets | $54,191,000 | 771 |
| Managed Assets ($) | $45,290,000 | 706 |
| Non-managed Assets ($) | $8,901,000 | 677 |
| 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 | $175,000 | 376 |
| Number of Managed Accounts | $155,000 | 352 |
| Number of Non-Managed Accounts | $20,000 | 339 |
| Total fiduciary and related assets | $54,616,000 | 401 |
| Managed Assets ($) | $45,404,000 | 370 |
| Non-managed Assets ($) | $9,212,000 | 362 |
| 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 | $176,000 | 396 |
| Number of Managed Accounts | $155,000 | 368 |
| Number of Non-Managed Accounts | $21,000 | 357 |
| Total fiduciary and related assets | $51,316,000 | 423 |
| Managed Assets ($) | $42,167,000 | 387 |
| Non-managed Assets ($) | $9,149,000 | 375 |
| 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 | $176,000 | 396 |
| Number of Managed Accounts | $155,000 | 369 |
| Number of Non-Managed Accounts | $21,000 | 358 |
| Total fiduciary and related assets | $53,556,000 | 423 |
| Managed Assets ($) | $44,003,000 | 387 |
| Non-managed Assets ($) | $9,553,000 | 371 |
| 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 | $180,000 | 719 |
| Number of Managed Accounts | $162,000 | 606 |
| Number of Non-Managed Accounts | $18,000 | 859 |
| Total fiduciary and related assets | $52,086,000 | 776 |
| Managed Assets ($) | $42,297,000 | 705 |
| Non-managed Assets ($) | $9,789,000 | 648 |
| 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 | $172,000 | 385 |
| Number of Managed Accounts | $155,000 | 354 |
| Number of Non-Managed Accounts | $17,000 | 362 |
| Total fiduciary and related assets | $48,976,000 | 413 |
| Managed Assets ($) | $39,565,000 | 379 |
| Non-managed Assets ($) | $9,411,000 | 362 |
| 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 | $171,000 | 390 |
| Number of Managed Accounts | $155,000 | 355 |
| Number of Non-Managed Accounts | $16,000 | 375 |
| Total fiduciary and related assets | $48,035,000 | 419 |
| Managed Assets ($) | $38,379,000 | 381 |
| Non-managed Assets ($) | $9,656,000 | 366 |
| 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 | $180,000 | 396 |
| Number of Managed Accounts | $164,000 | 355 |
| Number of Non-Managed Accounts | $16,000 | 379 |
| Total fiduciary and related assets | $53,114,000 | 423 |
| Managed Assets ($) | $43,505,000 | 387 |
| Non-managed Assets ($) | $9,609,000 | 373 |
| 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 | $181,000 | 736 |
| Number of Managed Accounts | $162,000 | 604 |
| Number of Non-Managed Accounts | $19,000 | 862 |
| Total fiduciary and related assets | $54,915,000 | 752 |
| Managed Assets ($) | $43,896,000 | 686 |
| Non-managed Assets ($) | $11,019,000 | 640 |
| 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 | $189,000 | 403 |
| Number of Managed Accounts | $170,000 | 365 |
| Number of Non-Managed Accounts | $19,000 | 374 |
| Total fiduciary and related assets | $52,386,000 | 422 |
| Managed Assets ($) | $42,884,000 | 393 |
| Non-managed Assets ($) | $9,502,000 | 384 |
| 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 | $171,000 | 409 |
| Number of Managed Accounts | $152,000 | 373 |
| Number of Non-Managed Accounts | $19,000 | 382 |
| Total fiduciary and related assets | $46,227,000 | 428 |
| Managed Assets ($) | $38,514,000 | 395 |
| Non-managed Assets ($) | $7,713,000 | 395 |
| 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 | $156,000 | 423 |
| Number of Managed Accounts | $139,000 | 384 |
| Number of Non-Managed Accounts | $17,000 | 396 |
| Total fiduciary and related assets | $45,212,000 | 436 |
| Managed Assets ($) | $37,994,000 | 410 |
| Non-managed Assets ($) | $7,218,000 | 404 |
| 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 | $152,000 | 805 |
| Number of Managed Accounts | $83,000 | 845 |
| Number of Non-Managed Accounts | $69,000 | 537 |
| Total fiduciary and related assets | $42,229,000 | 822 |
| Managed Assets ($) | $23,558,000 | 871 |
| Non-managed Assets ($) | $18,671,000 | 518 |
| 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 |