Home > North Fork Bank > Fiduciary and Related Services
North Fork Bank, Fiduciary and Related Services
| 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 | $1,190,000 | 179 |
| Number of Managed Accounts | $879,000 | 172 |
| Number of Non-Managed Accounts | $311,000 | 139 |
| Total fiduciary and related assets | $2,787,758,000 | 106 |
| Managed Assets ($) | $2,019,177,000 | 87 |
| Non-managed Assets ($) | $768,581,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,547,000 | 161 |
| 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 | $1,208,000 | 177 |
| Number of Managed Accounts | $889,000 | 168 |
| Number of Non-Managed Accounts | $319,000 | 135 |
| Total fiduciary and related assets | $2,730,065,000 | 104 |
| Managed Assets ($) | $1,970,136,000 | 85 |
| Non-managed Assets ($) | $759,929,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,137,000 | 169 |
| 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 | $1,206,000 | 190 |
| Number of Managed Accounts | $893,000 | 172 |
| Number of Non-Managed Accounts | $313,000 | 177 |
| Total fiduciary and related assets | $2,400,691,000 | 109 |
| Managed Assets ($) | $1,620,856,000 | 97 |
| Non-managed Assets ($) | $779,835,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $474,000 | 596 |
| 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 | $1,191,000 | 180 |
| Number of Managed Accounts | $899,000 | 171 |
| Number of Non-Managed Accounts | $292,000 | 147 |
| Total fiduciary and related assets | $2,451,908,000 | 110 |
| Managed Assets ($) | $1,691,842,000 | 97 |
| Non-managed Assets ($) | $760,066,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,554,000 | 141 |
| 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 | $1,234,000 | 178 |
| Number of Managed Accounts | $911,000 | 175 |
| Number of Non-Managed Accounts | $323,000 | 145 |
| Total fiduciary and related assets | $2,438,930,000 | 114 |
| Managed Assets ($) | $1,690,482,000 | 98 |
| Non-managed Assets ($) | $748,448,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,826,000 | 157 |
| 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 | $1,258,000 | 172 |
| Number of Managed Accounts | $927,000 | 172 |
| Number of Non-Managed Accounts | $331,000 | 143 |
| Total fiduciary and related assets | $2,327,947,000 | 116 |
| Managed Assets ($) | $1,717,871,000 | 96 |
| Non-managed Assets ($) | $610,076,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 156 |
| 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 | $1,253,000 | 180 |
| Number of Managed Accounts | $919,000 | 178 |
| Number of Non-Managed Accounts | $334,000 | 175 |
| Total fiduciary and related assets | $1,447,063,000 | 150 |
| Managed Assets ($) | $846,605,000 | 151 |
| Non-managed Assets ($) | $600,458,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,071,000 | 160 |
| 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 | $1,226,000 | 171 |
| Number of Managed Accounts | $915,000 | 166 |
| Number of Non-Managed Accounts | $311,000 | 143 |
| Total fiduciary and related assets | $1,445,086,000 | 149 |
| Managed Assets ($) | $843,156,000 | 148 |
| Non-managed Assets ($) | $601,930,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,968,000 | 153 |
| 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 | $1,223,000 | 174 |
| Number of Managed Accounts | $912,000 | 169 |
| Number of Non-Managed Accounts | $311,000 | 144 |
| Total fiduciary and related assets | $1,403,287,000 | 147 |
| Managed Assets ($) | $794,934,000 | 151 |
| Non-managed Assets ($) | $608,353,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,880,000 | 143 |
| 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 | $1,267,000 | 169 |
| Number of Managed Accounts | $925,000 | 167 |
| Number of Non-Managed Accounts | $342,000 | 141 |
| Total fiduciary and related assets | $1,376,117,000 | 154 |
| Managed Assets ($) | $804,896,000 | 150 |
| Non-managed Assets ($) | $571,221,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,891,000 | 121 |
| 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 | $1,278,000 | 182 |
| Number of Managed Accounts | $930,000 | 167 |
| Number of Non-Managed Accounts | $348,000 | 177 |
| Total fiduciary and related assets | $1,209,844,000 | 165 |
| Managed Assets ($) | $715,011,000 | 159 |
| Non-managed Assets ($) | $494,833,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,315,000 | 197 |
| 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 | $1,281,000 | 170 |
| Number of Managed Accounts | $932,000 | 167 |
| Number of Non-Managed Accounts | $349,000 | 139 |
| Total fiduciary and related assets | $1,201,187,000 | 162 |
| Managed Assets ($) | $643,000,000 | 167 |
| Non-managed Assets ($) | $558,187,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,308,000 | 201 |
| 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 | $1,495,000 | 150 |
| Number of Managed Accounts | $1,131,000 | 145 |
| Number of Non-Managed Accounts | $364,000 | 136 |
| Total fiduciary and related assets | $1,153,398,000 | 166 |
| Managed Assets ($) | $654,669,000 | 164 |
| Non-managed Assets ($) | $498,729,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 215 |
| 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 | $889,000 | 226 |
| Number of Managed Accounts | $570,000 | 237 |
| Number of Non-Managed Accounts | $319,000 | 146 |
| Total fiduciary and related assets | $682,328,000 | 222 |
| Managed Assets ($) | $381,395,000 | 222 |
| Non-managed Assets ($) | $300,933,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 221 |
| 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 | $893,000 | 255 |
| Number of Managed Accounts | $575,000 | 261 |
| Number of Non-Managed Accounts | $318,000 | 202 |
| Total fiduciary and related assets | $615,832,000 | 239 |
| Managed Assets ($) | $377,263,000 | 230 |
| Non-managed Assets ($) | $238,569,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,250,000 | 240 |
| 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 | $847,000 | 247 |
| Number of Managed Accounts | $583,000 | 249 |
| Number of Non-Managed Accounts | $264,000 | 175 |
| Total fiduciary and related assets | $577,760,000 | 243 |
| Managed Assets ($) | $357,776,000 | 236 |
| Non-managed Assets ($) | $219,984,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,692,000 | 248 |
| 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 | $946,000 | 234 |
| Number of Managed Accounts | $579,000 | 249 |
| Number of Non-Managed Accounts | $367,000 | 157 |
| Total fiduciary and related assets | $542,823,000 | 253 |
| Managed Assets ($) | $318,393,000 | 248 |
| Non-managed Assets ($) | $224,430,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 253 |
| 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 | $977,000 | 236 |
| Number of Managed Accounts | $593,000 | 248 |
| Number of Non-Managed Accounts | $384,000 | 164 |
| Total fiduciary and related assets | $533,842,000 | 254 |
| Managed Assets ($) | $308,414,000 | 253 |
| Non-managed Assets ($) | $225,428,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $557,000 | 265 |
| 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 | $1,282,000 | 203 |
| Number of Managed Accounts | $877,000 | 197 |
| Number of Non-Managed Accounts | $405,000 | 184 |
| Total fiduciary and related assets | $537,435,000 | 255 |
| Managed Assets ($) | $309,079,000 | 255 |
| Non-managed Assets ($) | $228,356,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,561,000 | 241 |
| 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 | $1,798,000 | 137 |
| Number of Managed Accounts | $1,276,000 | 133 |
| Number of Non-Managed Accounts | $522,000 | 142 |
| Total fiduciary and related assets | $607,558,000 | 224 |
| Managed Assets ($) | $389,209,000 | 222 |
| Non-managed Assets ($) | $218,349,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 235 |
| 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 | $2,771,000 | 238 |
| 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 | $2,649,000 | 275 |
| 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 | $2,519,000 | 277 |
| 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 | $2,179,000 | 311 |
| 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 | $2,589,000 | 310 |
| 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 | $1,794,000 | 398 |
| 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 | $1,800,000 | 388 |
| 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 | $1,665,000 | 421 |
| 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 | $1,508,000 | 437 |