Home > Monroe Bank > Fiduciary and Related Services
Monroe Bank, Fiduciary and Related Services
| 2010-12-31 | 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 | $1,004,000 | 217 |
| Number of Managed Accounts | $913,000 | 162 |
| Number of Non-Managed Accounts | $91,000 | 357 |
| Total fiduciary and related assets | $386,872,000 | 276 |
| Managed Assets ($) | $346,349,000 | 237 |
| Non-managed Assets ($) | $40,523,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,582,000 | 220 |
| 2010-09-30 | 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 | $1,009,000 | 202 |
| Number of Managed Accounts | $915,000 | 156 |
| Number of Non-Managed Accounts | $94,000 | 215 |
| Total fiduciary and related assets | $368,607,000 | 270 |
| Managed Assets ($) | $327,212,000 | 238 |
| Non-managed Assets ($) | $41,395,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,870,000 | 220 |
| 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 | $996,000 | 203 |
| Number of Managed Accounts | $921,000 | 156 |
| Number of Non-Managed Accounts | $75,000 | 230 |
| Total fiduciary and related assets | $336,209,000 | 275 |
| Managed Assets ($) | $318,502,000 | 232 |
| Non-managed Assets ($) | $17,707,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 222 |
| 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 | $992,000 | 207 |
| Number of Managed Accounts | $914,000 | 154 |
| Number of Non-Managed Accounts | $78,000 | 226 |
| Total fiduciary and related assets | $349,508,000 | 278 |
| Managed Assets ($) | $331,633,000 | 233 |
| Non-managed Assets ($) | $17,875,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $622,000 | 226 |
| 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 | $991,000 | 223 |
| Number of Managed Accounts | $914,000 | 162 |
| Number of Non-Managed Accounts | $77,000 | 405 |
| Total fiduciary and related assets | $336,609,000 | 285 |
| Managed Assets ($) | $321,132,000 | 239 |
| Non-managed Assets ($) | $15,477,000 | 540 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,313,000 | 225 |
| 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 | $1,011,000 | 209 |
| Number of Managed Accounts | $933,000 | 162 |
| Number of Non-Managed Accounts | $78,000 | 225 |
| Total fiduciary and related assets | $332,749,000 | 287 |
| Managed Assets ($) | $317,649,000 | 239 |
| Non-managed Assets ($) | $15,100,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 226 |
| 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 | $1,024,000 | 209 |
| Number of Managed Accounts | $942,000 | 164 |
| Number of Non-Managed Accounts | $82,000 | 229 |
| Total fiduciary and related assets | $310,045,000 | 290 |
| Managed Assets ($) | $294,946,000 | 241 |
| Non-managed Assets ($) | $15,099,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 238 |
| 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 | $1,034,000 | 206 |
| Number of Managed Accounts | $951,000 | 164 |
| Number of Non-Managed Accounts | $83,000 | 230 |
| Total fiduciary and related assets | $292,285,000 | 294 |
| Managed Assets ($) | $276,683,000 | 246 |
| Non-managed Assets ($) | $15,602,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 242 |
| 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 | $1,043,000 | 223 |
| Number of Managed Accounts | $962,000 | 165 |
| Number of Non-Managed Accounts | $81,000 | 414 |
| Total fiduciary and related assets | $299,321,000 | 299 |
| Managed Assets ($) | $283,101,000 | 249 |
| Non-managed Assets ($) | $16,220,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,387,000 | 236 |
| 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 | $1,034,000 | 205 |
| Number of Managed Accounts | $955,000 | 164 |
| Number of Non-Managed Accounts | $79,000 | 240 |
| Total fiduciary and related assets | $325,597,000 | 296 |
| Managed Assets ($) | $309,890,000 | 247 |
| Non-managed Assets ($) | $15,707,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,834,000 | 242 |
| 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 | $1,022,000 | 213 |
| Number of Managed Accounts | $941,000 | 168 |
| Number of Non-Managed Accounts | $81,000 | 243 |
| Total fiduciary and related assets | $337,584,000 | 299 |
| Managed Assets ($) | $321,039,000 | 249 |
| Non-managed Assets ($) | $16,545,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 242 |
| 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 | $997,000 | 218 |
| Number of Managed Accounts | $919,000 | 172 |
| Number of Non-Managed Accounts | $78,000 | 246 |
| Total fiduciary and related assets | $341,617,000 | 309 |
| Managed Assets ($) | $325,334,000 | 256 |
| Non-managed Assets ($) | $16,283,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 244 |
| 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 | $999,000 | 225 |
| Number of Managed Accounts | $919,000 | 175 |
| Number of Non-Managed Accounts | $80,000 | 424 |
| Total fiduciary and related assets | $352,297,000 | 309 |
| Managed Assets ($) | $335,336,000 | 258 |
| Non-managed Assets ($) | $16,961,000 | 536 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,243,000 | 258 |
| 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 | $961,000 | 213 |
| Number of Managed Accounts | $878,000 | 176 |
| Number of Non-Managed Accounts | $83,000 | 230 |
| Total fiduciary and related assets | $347,042,000 | 311 |
| Managed Assets ($) | $331,681,000 | 252 |
| Non-managed Assets ($) | $15,361,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,639,000 | 259 |
| 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 | $950,000 | 217 |
| Number of Managed Accounts | $864,000 | 176 |
| Number of Non-Managed Accounts | $86,000 | 236 |
| Total fiduciary and related assets | $327,645,000 | 327 |
| Managed Assets ($) | $311,035,000 | 268 |
| Non-managed Assets ($) | $16,610,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,022,000 | 273 |
| 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 | $931,000 | 215 |
| Number of Managed Accounts | $845,000 | 177 |
| Number of Non-Managed Accounts | $86,000 | 241 |
| Total fiduciary and related assets | $317,264,000 | 329 |
| Managed Assets ($) | $300,647,000 | 269 |
| Non-managed Assets ($) | $16,617,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 283 |
| 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 | $810,000 | 267 |
| Number of Managed Accounts | $782,000 | 198 |
| Number of Non-Managed Accounts | $28,000 | 708 |
| Total fiduciary and related assets | $270,553,000 | 350 |
| Managed Assets ($) | $258,142,000 | 297 |
| Non-managed Assets ($) | $12,411,000 | 611 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,701,000 | 299 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 306 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 317 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $409,000 | 311 |
| 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 | $797,000 | 275 |
| Number of Managed Accounts | $739,000 | 213 |
| Number of Non-Managed Accounts | $58,000 | 543 |
| Total fiduciary and related assets | $235,325,000 | 378 |
| Managed Assets ($) | $224,201,000 | 314 |
| Non-managed Assets ($) | $11,124,000 | 620 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 319 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 314 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 320 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 318 |
| 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 | $810,000 | 265 |
| Number of Managed Accounts | $745,000 | 200 |
| Number of Non-Managed Accounts | $65,000 | 517 |
| Total fiduciary and related assets | $223,269,000 | 388 |
| Managed Assets ($) | $211,944,000 | 323 |
| Non-managed Assets ($) | $11,325,000 | 604 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 316 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,034,000 | 324 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $677,000 | 328 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000 | 326 |
| 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 | $752,000 | 294 |
| Number of Managed Accounts | $690,000 | 223 |
| Number of Non-Managed Accounts | $62,000 | 558 |
| Total fiduciary and related assets | $188,426,000 | 421 |
| Managed Assets ($) | $179,165,000 | 351 |
| Non-managed Assets ($) | $9,261,000 | 676 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 360 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 378 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000 | 395 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 383 |
| 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 | $666,000 | 332 |
| Number of Managed Accounts | $604,000 | 266 |
| Number of Non-Managed Accounts | $62,000 | 565 |
| Total fiduciary and related assets | $156,355,000 | 455 |
| Managed Assets ($) | $149,348,000 | 383 |
| Non-managed Assets ($) | $7,007,000 | 724 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 419 |
| 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 | $619,000 | 332 |
| Number of Managed Accounts | $566,000 | 263 |
| Number of Non-Managed Accounts | $53,000 | 577 |
| Total fiduciary and related assets | $132,547,000 | 466 |
| Managed Assets ($) | $127,883,000 | 407 |
| Non-managed Assets ($) | $4,664,000 | 789 |
| Memoranda | ||
| Gross Fiduciary activities income | $838,000 | 457 |
| 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 | $812,000 | 465 |
| 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 | $590,000 | 592 |
| 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 | $490,000 | 643 |
| 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 | $388,000 | 745 |
| 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 | $363,000 | 807 |
| 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 | $298,000 | 904 |
| 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 | $240,000 | 976 |
| 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 | $213,000 | 1,048 |
| 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 | $184,000 | 1,103 |