Home > New York Life Trust Company, FSB > Fiduciary and Related Services
New York Life Trust Company, FSB, Fiduciary and Related Services
| 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 | $28,000 | 414 |
| Number of Managed Accounts | $28,000 | 386 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $4,343,000 | 421 |
| Managed Assets ($) | $4,343,000 | 398 |
| Non-managed Assets ($) | $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 | $55,000 | 413 |
| Number of Managed Accounts | $55,000 | 385 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $5,990,000 | 427 |
| Managed Assets ($) | $5,990,000 | 404 |
| Non-managed Assets ($) | $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 | $58,000 | 424 |
| Number of Managed Accounts | $58,000 | 394 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $7,177,000 | 439 |
| Managed Assets ($) | $7,177,000 | 416 |
| Non-managed Assets ($) | $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 | $51,000 | 1,124 |
| Number of Managed Accounts | $51,000 | 932 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $6,867,000 | 1,225 |
| Managed Assets ($) | $6,867,000 | 1,133 |
| Non-managed Assets ($) | $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 | $60,000 | 409 |
| Number of Managed Accounts | $60,000 | 378 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $6,859,000 | 429 |
| Managed Assets ($) | $6,859,000 | 407 |
| Non-managed Assets ($) | $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 | $53,000 | 430 |
| Number of Managed Accounts | $53,000 | 398 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $6,829,000 | 445 |
| Managed Assets ($) | $6,829,000 | 419 |
| Non-managed Assets ($) | $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 | $52,000 | 434 |
| Number of Managed Accounts | $52,000 | 399 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $6,252,000 | 446 |
| Managed Assets ($) | $6,252,000 | 421 |
| Non-managed Assets ($) | $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 | $46,000 | 1,164 |
| Number of Managed Accounts | $46,000 | 962 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $3,362,000 | 1,377 |
| Managed Assets ($) | $3,362,000 | 1,292 |
| Non-managed Assets ($) | $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 | $42,000 | 422 |
| Number of Managed Accounts | $42,000 | 385 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $2,955,000 | 436 |
| Managed Assets ($) | $2,955,000 | 409 |
| Non-managed Assets ($) | $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 | $27,000 | 439 |
| Number of Managed Accounts | $27,000 | 401 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $2,629,000 | 445 |
| Managed Assets ($) | $2,629,000 | 416 |
| Non-managed Assets ($) | $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 | $26,000 | 446 |
| Number of Managed Accounts | $26,000 | 406 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $1,848,000 | 457 |
| Managed Assets ($) | $1,848,000 | 427 |
| Non-managed Assets ($) | $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 | $13,000 | 1,503 |
| Number of Managed Accounts | $13,000 | 1,333 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $1,822,000 | 1,519 |
| Managed Assets ($) | $1,822,000 | 1,418 |
| Non-managed Assets ($) | $0 | 1,404 |
| 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 | $10,000 | 456 |
| Number of Managed Accounts | $10,000 | 425 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $1,735,000 | 463 |
| Managed Assets ($) | $1,735,000 | 434 |
| Non-managed Assets ($) | $0 | 445 |
| 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 | $9,000 | 460 |
| Number of Managed Accounts | $9,000 | 430 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $856,000 | 468 |
| Managed Assets ($) | $856,000 | 439 |
| Non-managed Assets ($) | $0 | 447 |
| 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 | $9,000 | 476 |
| Number of Managed Accounts | $9,000 | 445 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $847,000 | 484 |
| Managed Assets ($) | $847,000 | 455 |
| Non-managed Assets ($) | $0 | 458 |
| 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 | $9,000 | 1,630 |
| Number of Managed Accounts | $9,000 | 1,467 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $857,000 | 1,671 |
| Managed Assets ($) | $857,000 | 1,578 |
| Non-managed Assets ($) | $0 | 1,452 |
| 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 |