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New South Federal Savings Bank, Fiduciary and Related Services

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$279,000341
Number of Managed Accounts$0386
Number of Non-Managed Accounts$279,000136
Total fiduciary and related assets$54,197,000377
Managed Assets ($)$0386
Non-managed Assets ($)$54,197,000247
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$279,000347
Number of Managed Accounts$0392
Number of Non-Managed Accounts$279,000139
Total fiduciary and related assets$53,363,000385
Managed Assets ($)$0392
Non-managed Assets ($)$53,363,000244
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$279,000348
Number of Managed Accounts$0395
Number of Non-Managed Accounts$279,000138
Total fiduciary and related assets$55,312,000382
Managed Assets ($)$0395
Non-managed Assets ($)$55,312,000233
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$279,000538
Number of Managed Accounts$01,520
Number of Non-Managed Accounts$279,000191
Total fiduciary and related assets$55,189,000708
Managed Assets ($)$01,519
Non-managed Assets ($)$55,189,000298
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$279,000365
Number of Managed Accounts$0419
Number of Non-Managed Accounts$279,000143
Total fiduciary and related assets$54,641,000409
Managed Assets ($)$0419
Non-managed Assets ($)$54,641,000270
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$279,000373
Number of Managed Accounts$0425
Number of Non-Managed Accounts$279,000149
Total fiduciary and related assets$53,413,000415
Managed Assets ($)$0425
Non-managed Assets ($)$53,413,000281
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$255,000384
Number of Managed Accounts$0434
Number of Non-Managed Accounts$255,000155
Total fiduciary and related assets$51,582,000423
Managed Assets ($)$0434
Non-managed Assets ($)$51,582,000283
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$272,000552
Number of Managed Accounts$272,000421
Number of Non-Managed Accounts$01,300
Total fiduciary and related assets$50,051,000787
Managed Assets ($)$50,051,000689
Non-managed Assets ($)$01,291
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$245,000368
Number of Managed Accounts$245,000326
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$51,138,000406
Managed Assets ($)$51,138,000378
Non-managed Assets ($)$0416
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$245,000372
Number of Managed Accounts$245,000329
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$48,397,000415
Managed Assets ($)$48,397,000384
Non-managed Assets ($)$0421
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$243,000376
Number of Managed Accounts$243,000332
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$46,927,000419
Managed Assets ($)$46,927,000386
Non-managed Assets ($)$0424
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$112,000854
Number of Managed Accounts$112,000701
Number of Non-Managed Accounts$01,332
Total fiduciary and related assets$15,081,0001,042
Managed Assets ($)$15,081,000945
Non-managed Assets ($)$01,321
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$114,000388
Number of Managed Accounts$114,000357
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$15,175,000415
Managed Assets ($)$15,175,000388
Non-managed Assets ($)$0408
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$114,000396
Number of Managed Accounts$114,000363
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$15,482,000421
Managed Assets ($)$15,482,000395
Non-managed Assets ($)$0411
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$116,000405
Number of Managed Accounts$116,000373
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$15,895,000432
Managed Assets ($)$15,895,000405
Non-managed Assets ($)$0422
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$121,000845
Number of Managed Accounts$121,000691
Number of Non-Managed Accounts$01,373
Total fiduciary and related assets$16,354,0001,044
Managed Assets ($)$16,354,000942
Non-managed Assets ($)$01,365
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$116,000393
Number of Managed Accounts$116,000360
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$16,604,000419
Managed Assets ($)$16,604,000390
Non-managed Assets ($)$0412
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$116,000412
Number of Managed Accounts$116,000376
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$16,834,000436
Managed Assets ($)$16,834,000405
Non-managed Assets ($)$0429
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$125,000415
Number of Managed Accounts$125,000376
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$16,588,000440
Managed Assets ($)$16,588,000405
Non-managed Assets ($)$0431
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$147,000800
Number of Managed Accounts$147,000635
Number of Non-Managed Accounts$01,368
Total fiduciary and related assets$15,127,0001,057
Managed Assets ($)$15,127,000958
Non-managed Assets ($)$01,358
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$129,000400
Number of Managed Accounts$129,000361
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$14,512,000428
Managed Assets ($)$14,512,000395
Non-managed Assets ($)$0421
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$125,000407
Number of Managed Accounts$125,000364
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$12,923,000436
Managed Assets ($)$12,923,000402
Non-managed Assets ($)$0429
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$107,000420
Number of Managed Accounts$107,000378
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$10,153,000447
Managed Assets ($)$10,153,000416
Non-managed Assets ($)$0436
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$1,849,000137
Number of Managed Accounts$92,000799
Number of Non-Managed Accounts$1,757,00066
Total fiduciary and related assets$37,537,000858
Managed Assets ($)$8,696,0001,099
Non-managed Assets ($)$28,841,000445
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$1,828,000134
Number of Managed Accounts$97,000389
Number of Non-Managed Accounts$1,731,00068
Total fiduciary and related assets$37,378,000433
Managed Assets ($)$7,485,000418
Non-managed Assets ($)$29,893,000328
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$1,777,000140
Number of Managed Accounts$86,000395
Number of Non-Managed Accounts$1,691,00070
Total fiduciary and related assets$35,964,000436
Managed Assets ($)$6,408,000423
Non-managed Assets ($)$29,556,000328
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$2,013,000135
Number of Managed Accounts$86,000407
Number of Non-Managed Accounts$1,927,00067
Total fiduciary and related assets$35,519,000448
Managed Assets ($)$5,180,000443
Non-managed Assets ($)$30,339,000336
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$1,973,000144
Number of Managed Accounts$68,000912
Number of Non-Managed Accounts$1,905,00069
Total fiduciary and related assets$35,278,000883
Managed Assets ($)$3,817,0001,315
Non-managed Assets ($)$31,461,000433
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