Home > New South Federal Savings Bank > Fiduciary and Related Services
New South Federal Savings Bank, Fiduciary and Related Services
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 | $279,000 | 341 |
Number of Managed Accounts | $0 | 386 |
Number of Non-Managed Accounts | $279,000 | 136 |
Total fiduciary and related assets | $54,197,000 | 377 |
Managed Assets ($) | $0 | 386 |
Non-managed Assets ($) | $54,197,000 | 247 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $279,000 | 347 |
Number of Managed Accounts | $0 | 392 |
Number of Non-Managed Accounts | $279,000 | 139 |
Total fiduciary and related assets | $53,363,000 | 385 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $53,363,000 | 244 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $279,000 | 348 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $279,000 | 138 |
Total fiduciary and related assets | $55,312,000 | 382 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $55,312,000 | 233 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $279,000 | 538 |
Number of Managed Accounts | $0 | 1,520 |
Number of Non-Managed Accounts | $279,000 | 191 |
Total fiduciary and related assets | $55,189,000 | 708 |
Managed Assets ($) | $0 | 1,519 |
Non-managed Assets ($) | $55,189,000 | 298 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $279,000 | 365 |
Number of Managed Accounts | $0 | 419 |
Number of Non-Managed Accounts | $279,000 | 143 |
Total fiduciary and related assets | $54,641,000 | 409 |
Managed Assets ($) | $0 | 419 |
Non-managed Assets ($) | $54,641,000 | 270 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $279,000 | 373 |
Number of Managed Accounts | $0 | 425 |
Number of Non-Managed Accounts | $279,000 | 149 |
Total fiduciary and related assets | $53,413,000 | 415 |
Managed Assets ($) | $0 | 425 |
Non-managed Assets ($) | $53,413,000 | 281 |
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 | $255,000 | 384 |
Number of Managed Accounts | $0 | 434 |
Number of Non-Managed Accounts | $255,000 | 155 |
Total fiduciary and related assets | $51,582,000 | 423 |
Managed Assets ($) | $0 | 434 |
Non-managed Assets ($) | $51,582,000 | 283 |
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 | $272,000 | 552 |
Number of Managed Accounts | $272,000 | 421 |
Number of Non-Managed Accounts | $0 | 1,300 |
Total fiduciary and related assets | $50,051,000 | 787 |
Managed Assets ($) | $50,051,000 | 689 |
Non-managed Assets ($) | $0 | 1,291 |
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 | $245,000 | 368 |
Number of Managed Accounts | $245,000 | 326 |
Number of Non-Managed Accounts | $0 | 417 |
Total fiduciary and related assets | $51,138,000 | 406 |
Managed Assets ($) | $51,138,000 | 378 |
Non-managed Assets ($) | $0 | 416 |
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 | $245,000 | 372 |
Number of Managed Accounts | $245,000 | 329 |
Number of Non-Managed Accounts | $0 | 422 |
Total fiduciary and related assets | $48,397,000 | 415 |
Managed Assets ($) | $48,397,000 | 384 |
Non-managed Assets ($) | $0 | 421 |
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 | $243,000 | 376 |
Number of Managed Accounts | $243,000 | 332 |
Number of Non-Managed Accounts | $0 | 425 |
Total fiduciary and related assets | $46,927,000 | 419 |
Managed Assets ($) | $46,927,000 | 386 |
Non-managed Assets ($) | $0 | 424 |
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 | $112,000 | 854 |
Number of Managed Accounts | $112,000 | 701 |
Number of Non-Managed Accounts | $0 | 1,332 |
Total fiduciary and related assets | $15,081,000 | 1,042 |
Managed Assets ($) | $15,081,000 | 945 |
Non-managed Assets ($) | $0 | 1,321 |
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 | $114,000 | 388 |
Number of Managed Accounts | $114,000 | 357 |
Number of Non-Managed Accounts | $0 | 409 |
Total fiduciary and related assets | $15,175,000 | 415 |
Managed Assets ($) | $15,175,000 | 388 |
Non-managed Assets ($) | $0 | 408 |
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 | $114,000 | 396 |
Number of Managed Accounts | $114,000 | 363 |
Number of Non-Managed Accounts | $0 | 412 |
Total fiduciary and related assets | $15,482,000 | 421 |
Managed Assets ($) | $15,482,000 | 395 |
Non-managed Assets ($) | $0 | 411 |
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 | $116,000 | 405 |
Number of Managed Accounts | $116,000 | 373 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $15,895,000 | 432 |
Managed Assets ($) | $15,895,000 | 405 |
Non-managed Assets ($) | $0 | 422 |
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 | $121,000 | 845 |
Number of Managed Accounts | $121,000 | 691 |
Number of Non-Managed Accounts | $0 | 1,373 |
Total fiduciary and related assets | $16,354,000 | 1,044 |
Managed Assets ($) | $16,354,000 | 942 |
Non-managed Assets ($) | $0 | 1,365 |
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 | $116,000 | 393 |
Number of Managed Accounts | $116,000 | 360 |
Number of Non-Managed Accounts | $0 | 414 |
Total fiduciary and related assets | $16,604,000 | 419 |
Managed Assets ($) | $16,604,000 | 390 |
Non-managed Assets ($) | $0 | 412 |
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 | $116,000 | 412 |
Number of Managed Accounts | $116,000 | 376 |
Number of Non-Managed Accounts | $0 | 431 |
Total fiduciary and related assets | $16,834,000 | 436 |
Managed Assets ($) | $16,834,000 | 405 |
Non-managed Assets ($) | $0 | 429 |
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 | $125,000 | 415 |
Number of Managed Accounts | $125,000 | 376 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $16,588,000 | 440 |
Managed Assets ($) | $16,588,000 | 405 |
Non-managed Assets ($) | $0 | 431 |
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 | $147,000 | 800 |
Number of Managed Accounts | $147,000 | 635 |
Number of Non-Managed Accounts | $0 | 1,368 |
Total fiduciary and related assets | $15,127,000 | 1,057 |
Managed Assets ($) | $15,127,000 | 958 |
Non-managed Assets ($) | $0 | 1,358 |
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 | $129,000 | 400 |
Number of Managed Accounts | $129,000 | 361 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $14,512,000 | 428 |
Managed Assets ($) | $14,512,000 | 395 |
Non-managed Assets ($) | $0 | 421 |
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 | $125,000 | 407 |
Number of Managed Accounts | $125,000 | 364 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $12,923,000 | 436 |
Managed Assets ($) | $12,923,000 | 402 |
Non-managed Assets ($) | $0 | 429 |
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 | $107,000 | 420 |
Number of Managed Accounts | $107,000 | 378 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $10,153,000 | 447 |
Managed Assets ($) | $10,153,000 | 416 |
Non-managed Assets ($) | $0 | 436 |
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 | $1,849,000 | 137 |
Number of Managed Accounts | $92,000 | 799 |
Number of Non-Managed Accounts | $1,757,000 | 66 |
Total fiduciary and related assets | $37,537,000 | 858 |
Managed Assets ($) | $8,696,000 | 1,099 |
Non-managed Assets ($) | $28,841,000 | 445 |
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 | $1,828,000 | 134 |
Number of Managed Accounts | $97,000 | 389 |
Number of Non-Managed Accounts | $1,731,000 | 68 |
Total fiduciary and related assets | $37,378,000 | 433 |
Managed Assets ($) | $7,485,000 | 418 |
Non-managed Assets ($) | $29,893,000 | 328 |
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 | $1,777,000 | 140 |
Number of Managed Accounts | $86,000 | 395 |
Number of Non-Managed Accounts | $1,691,000 | 70 |
Total fiduciary and related assets | $35,964,000 | 436 |
Managed Assets ($) | $6,408,000 | 423 |
Non-managed Assets ($) | $29,556,000 | 328 |
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 | $2,013,000 | 135 |
Number of Managed Accounts | $86,000 | 407 |
Number of Non-Managed Accounts | $1,927,000 | 67 |
Total fiduciary and related assets | $35,519,000 | 448 |
Managed Assets ($) | $5,180,000 | 443 |
Non-managed Assets ($) | $30,339,000 | 336 |
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 | $1,973,000 | 144 |
Number of Managed Accounts | $68,000 | 912 |
Number of Non-Managed Accounts | $1,905,000 | 69 |
Total fiduciary and related assets | $35,278,000 | 883 |
Managed Assets ($) | $3,817,000 | 1,315 |
Non-managed Assets ($) | $31,461,000 | 433 |
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 |