Home > Oak Brook Bank > Fiduciary and Related Services
Oak Brook Bank, 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 | $627,000 | 288 |
| Number of Managed Accounts | $556,000 | 240 |
| Number of Non-Managed Accounts | $71,000 | 257 |
| Total fiduciary and related assets | $1,047,251,000 | 181 |
| Managed Assets ($) | $942,635,000 | 141 |
| Non-managed Assets ($) | $104,616,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 581 |
| 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 | $619,000 | 293 |
| Number of Managed Accounts | $547,000 | 247 |
| Number of Non-Managed Accounts | $72,000 | 266 |
| Total fiduciary and related assets | $983,959,000 | 188 |
| Managed Assets ($) | $885,475,000 | 145 |
| Non-managed Assets ($) | $98,484,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,960,000 | 192 |
| 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 | $612,000 | 294 |
| Number of Managed Accounts | $539,000 | 251 |
| Number of Non-Managed Accounts | $73,000 | 275 |
| Total fiduciary and related assets | $966,698,000 | 191 |
| Managed Assets ($) | $873,795,000 | 148 |
| Non-managed Assets ($) | $92,903,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,104,000 | 175 |
| 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 | $596,000 | 334 |
| Number of Managed Accounts | $525,000 | 277 |
| Number of Non-Managed Accounts | $71,000 | 479 |
| Total fiduciary and related assets | $916,925,000 | 196 |
| Managed Assets ($) | $830,209,000 | 153 |
| Non-managed Assets ($) | $86,716,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,054,000 | 206 |
| 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 | $569,000 | 294 |
| Number of Managed Accounts | $500,000 | 258 |
| Number of Non-Managed Accounts | $69,000 | 274 |
| Total fiduciary and related assets | $890,633,000 | 196 |
| Managed Assets ($) | $802,675,000 | 155 |
| Non-managed Assets ($) | $87,958,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,277,000 | 205 |
| 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 | $559,000 | 301 |
| Number of Managed Accounts | $489,000 | 264 |
| Number of Non-Managed Accounts | $70,000 | 277 |
| Total fiduciary and related assets | $862,650,000 | 195 |
| Managed Assets ($) | $771,178,000 | 158 |
| Non-managed Assets ($) | $91,472,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 205 |
| 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 | $533,000 | 308 |
| Number of Managed Accounts | $464,000 | 275 |
| Number of Non-Managed Accounts | $69,000 | 276 |
| Total fiduciary and related assets | $851,155,000 | 198 |
| Managed Assets ($) | $759,384,000 | 158 |
| Non-managed Assets ($) | $91,771,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 209 |
| 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 | $525,000 | 371 |
| Number of Managed Accounts | $459,000 | 301 |
| Number of Non-Managed Accounts | $66,000 | 515 |
| Total fiduciary and related assets | $834,039,000 | 199 |
| Managed Assets ($) | $749,892,000 | 153 |
| Non-managed Assets ($) | $84,147,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,621,000 | 219 |
| 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 | $534,000 | 307 |
| Number of Managed Accounts | $481,000 | 260 |
| Number of Non-Managed Accounts | $53,000 | 299 |
| Total fiduciary and related assets | $736,526,000 | 213 |
| Managed Assets ($) | $662,428,000 | 165 |
| Non-managed Assets ($) | $74,098,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,945,000 | 221 |
| 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 | $523,000 | 316 |
| Number of Managed Accounts | $469,000 | 269 |
| Number of Non-Managed Accounts | $54,000 | 308 |
| Total fiduciary and related assets | $703,573,000 | 220 |
| Managed Assets ($) | $630,952,000 | 170 |
| Non-managed Assets ($) | $72,621,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,300,000 | 225 |
| 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 | $522,000 | 317 |
| Number of Managed Accounts | $467,000 | 273 |
| Number of Non-Managed Accounts | $55,000 | 312 |
| Total fiduciary and related assets | $742,012,000 | 207 |
| Managed Assets ($) | $668,473,000 | 163 |
| Non-managed Assets ($) | $73,539,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $639,000 | 227 |
| 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 | $514,000 | 390 |
| Number of Managed Accounts | $457,000 | 316 |
| Number of Non-Managed Accounts | $57,000 | 585 |
| Total fiduciary and related assets | $697,324,000 | 221 |
| Managed Assets ($) | $620,802,000 | 177 |
| Non-managed Assets ($) | $76,522,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,140,000 | 248 |
| 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 | $506,000 | 328 |
| Number of Managed Accounts | $449,000 | 287 |
| Number of Non-Managed Accounts | $57,000 | 317 |
| Total fiduciary and related assets | $642,779,000 | 231 |
| Managed Assets ($) | $570,702,000 | 188 |
| Non-managed Assets ($) | $72,077,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 262 |
| 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 | $483,000 | 341 |
| Number of Managed Accounts | $426,000 | 296 |
| Number of Non-Managed Accounts | $57,000 | 322 |
| Total fiduciary and related assets | $611,740,000 | 244 |
| Managed Assets ($) | $529,508,000 | 197 |
| Non-managed Assets ($) | $82,232,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 273 |
| 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 | $470,000 | 348 |
| Number of Managed Accounts | $411,000 | 306 |
| Number of Non-Managed Accounts | $59,000 | 324 |
| Total fiduciary and related assets | $588,502,000 | 244 |
| Managed Assets ($) | $497,902,000 | 200 |
| Non-managed Assets ($) | $90,600,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 286 |
| 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 | $467,000 | 428 |
| Number of Managed Accounts | $404,000 | 355 |
| Number of Non-Managed Accounts | $63,000 | 560 |
| Total fiduciary and related assets | $572,497,000 | 249 |
| Managed Assets ($) | $478,937,000 | 201 |
| Non-managed Assets ($) | $93,560,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,701,000 | 312 |
| 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 | $396,000 | 454 |
| Number of Managed Accounts | $328,000 | 393 |
| Number of Non-Managed Accounts | $68,000 | 510 |
| Total fiduciary and related assets | $457,591,000 | 260 |
| Managed Assets ($) | $373,561,000 | 228 |
| Non-managed Assets ($) | $84,030,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 349 |
| 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 | $1,142,000 | 396 |
| 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 | $1,128,000 | 440 |
| 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 | $1,048,000 | 451 |
| 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 | $1,025,000 | 466 |
| 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 | $653,000 | 631 |
| 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 | $592,000 | 690 |
| 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 | $444,000 | 773 |
| 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 | $366,000 | 870 |
| 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 | $324,000 | 916 |