Home > Omega Bank > Fiduciary and Related Services
Omega Bank, Fiduciary and Related Services
| 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 | $1,462,000 | 148 |
| Number of Managed Accounts | $1,370,000 | 119 |
| Number of Non-Managed Accounts | $92,000 | 234 |
| Total fiduciary and related assets | $634,143,000 | 223 |
| Managed Assets ($) | $505,101,000 | 196 |
| Non-managed Assets ($) | $129,042,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 188 |
| 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 | $1,494,000 | 152 |
| Number of Managed Accounts | $1,397,000 | 113 |
| Number of Non-Managed Accounts | $97,000 | 369 |
| Total fiduciary and related assets | $674,630,000 | 216 |
| Managed Assets ($) | $529,696,000 | 187 |
| Non-managed Assets ($) | $144,934,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,310,000 | 172 |
| 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 | $1,550,000 | 136 |
| Number of Managed Accounts | $1,418,000 | 108 |
| Number of Non-Managed Accounts | $132,000 | 198 |
| Total fiduciary and related assets | $697,743,000 | 213 |
| Managed Assets ($) | $561,203,000 | 183 |
| Non-managed Assets ($) | $136,540,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,255,000 | 172 |
| 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 | $1,506,000 | 137 |
| Number of Managed Accounts | $1,369,000 | 118 |
| Number of Non-Managed Accounts | $137,000 | 205 |
| Total fiduciary and related assets | $674,978,000 | 221 |
| Managed Assets ($) | $539,014,000 | 193 |
| Non-managed Assets ($) | $135,964,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,192,000 | 178 |
| 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 | $1,508,000 | 139 |
| Number of Managed Accounts | $1,371,000 | 115 |
| Number of Non-Managed Accounts | $137,000 | 207 |
| Total fiduciary and related assets | $645,715,000 | 224 |
| Managed Assets ($) | $530,987,000 | 193 |
| Non-managed Assets ($) | $114,728,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 175 |
| 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 | $1,384,000 | 167 |
| Number of Managed Accounts | $1,255,000 | 127 |
| Number of Non-Managed Accounts | $129,000 | 314 |
| Total fiduciary and related assets | $656,163,000 | 221 |
| Managed Assets ($) | $534,124,000 | 188 |
| Non-managed Assets ($) | $122,039,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,204,000 | 151 |
| 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 | $1,462,000 | 147 |
| Number of Managed Accounts | $1,316,000 | 126 |
| Number of Non-Managed Accounts | $146,000 | 206 |
| Total fiduciary and related assets | $645,145,000 | 226 |
| Managed Assets ($) | $523,394,000 | 192 |
| Non-managed Assets ($) | $121,751,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,210,000 | 149 |
| 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 | $2,355,000 | 103 |
| Number of Managed Accounts | $2,022,000 | 91 |
| Number of Non-Managed Accounts | $333,000 | 142 |
| Total fiduciary and related assets | $1,099,015,000 | 176 |
| Managed Assets ($) | $864,479,000 | 151 |
| Non-managed Assets ($) | $234,536,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,868,000 | 154 |
| 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 | $3,740,000 | 81 |
| Number of Managed Accounts | $3,285,000 | 61 |
| Number of Non-Managed Accounts | $455,000 | 115 |
| Total fiduciary and related assets | $1,810,990,000 | 129 |
| Managed Assets ($) | $1,452,142,000 | 104 |
| Non-managed Assets ($) | $358,848,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 145 |
| 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 | $2,382,000 | 107 |
| Number of Managed Accounts | $2,047,000 | 87 |
| Number of Non-Managed Accounts | $335,000 | 174 |
| Total fiduciary and related assets | $1,093,751,000 | 173 |
| Managed Assets ($) | $866,460,000 | 146 |
| Non-managed Assets ($) | $227,291,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,965,000 | 143 |
| 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 | $2,578,000 | 99 |
| Number of Managed Accounts | $2,184,000 | 80 |
| Number of Non-Managed Accounts | $394,000 | 128 |
| Total fiduciary and related assets | $1,093,141,000 | 171 |
| Managed Assets ($) | $870,537,000 | 143 |
| Non-managed Assets ($) | $222,604,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,639,000 | 136 |
| 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 | $2,633,000 | 99 |
| Number of Managed Accounts | $2,218,000 | 77 |
| Number of Non-Managed Accounts | $415,000 | 126 |
| Total fiduciary and related assets | $1,085,999,000 | 165 |
| Managed Assets ($) | $869,625,000 | 136 |
| Non-managed Assets ($) | $216,374,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,075,000 | 138 |
| 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 | $2,670,000 | 103 |
| Number of Managed Accounts | $2,240,000 | 80 |
| Number of Non-Managed Accounts | $430,000 | 130 |
| Total fiduciary and related assets | $1,087,341,000 | 172 |
| Managed Assets ($) | $876,729,000 | 138 |
| Non-managed Assets ($) | $210,612,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 137 |
| 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 | $2,698,000 | 111 |
| Number of Managed Accounts | $2,273,000 | 83 |
| Number of Non-Managed Accounts | $425,000 | 158 |
| Total fiduciary and related assets | $1,099,664,000 | 172 |
| Managed Assets ($) | $881,627,000 | 134 |
| Non-managed Assets ($) | $218,037,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,027,000 | 175 |
| 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 | $1,282,000 | 169 |
| Number of Managed Accounts | $1,229,000 | 132 |
| Number of Non-Managed Accounts | $53,000 | 299 |
| Total fiduciary and related assets | $550,433,000 | 239 |
| Managed Assets ($) | $468,158,000 | 198 |
| Non-managed Assets ($) | $82,275,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,589,000 | 188 |
| 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 | $1,294,000 | 169 |
| Number of Managed Accounts | $1,236,000 | 131 |
| Number of Non-Managed Accounts | $58,000 | 303 |
| Total fiduciary and related assets | $550,570,000 | 238 |
| Managed Assets ($) | $467,207,000 | 200 |
| Non-managed Assets ($) | $83,363,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000 | 187 |
| 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 | $1,291,000 | 166 |
| Number of Managed Accounts | $1,234,000 | 137 |
| Number of Non-Managed Accounts | $57,000 | 307 |
| Total fiduciary and related assets | $549,535,000 | 240 |
| Managed Assets ($) | $467,572,000 | 202 |
| Non-managed Assets ($) | $81,963,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 182 |
| 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 | $1,301,000 | 180 |
| Number of Managed Accounts | $1,244,000 | 138 |
| Number of Non-Managed Accounts | $57,000 | 585 |
| Total fiduciary and related assets | $548,163,000 | 249 |
| Managed Assets ($) | $463,353,000 | 205 |
| Non-managed Assets ($) | $84,810,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,623,000 | 182 |
| 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 | $1,315,000 | 173 |
| Number of Managed Accounts | $1,257,000 | 139 |
| Number of Non-Managed Accounts | $58,000 | 315 |
| Total fiduciary and related assets | $529,792,000 | 253 |
| Managed Assets ($) | $455,608,000 | 202 |
| Non-managed Assets ($) | $74,184,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,738,000 | 189 |
| 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 | $1,328,000 | 172 |
| Number of Managed Accounts | $1,267,000 | 136 |
| Number of Non-Managed Accounts | $61,000 | 316 |
| Total fiduciary and related assets | $536,132,000 | 254 |
| Managed Assets ($) | $461,574,000 | 202 |
| Non-managed Assets ($) | $74,558,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,804,000 | 192 |
| 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 | $1,350,000 | 174 |
| Number of Managed Accounts | $1,287,000 | 142 |
| Number of Non-Managed Accounts | $63,000 | 319 |
| Total fiduciary and related assets | $521,348,000 | 256 |
| Managed Assets ($) | $449,368,000 | 203 |
| Non-managed Assets ($) | $71,980,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 198 |
| 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 | $1,316,000 | 193 |
| Number of Managed Accounts | $1,238,000 | 150 |
| Number of Non-Managed Accounts | $78,000 | 496 |
| Total fiduciary and related assets | $538,432,000 | 254 |
| Managed Assets ($) | $437,563,000 | 205 |
| Non-managed Assets ($) | $100,869,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,585,000 | 206 |
| 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 | $1,332,000 | 172 |
| Number of Managed Accounts | $1,242,000 | 136 |
| Number of Non-Managed Accounts | $90,000 | 434 |
| Total fiduciary and related assets | $593,048,000 | 225 |
| Managed Assets ($) | $468,722,000 | 187 |
| Non-managed Assets ($) | $124,326,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,357,000 | 218 |
| 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 | $690,000 | 506 |
| 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 | $633,000 | 574 |
| 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 | $614,000 | 575 |
| 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 | $548,000 | 620 |
| 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 | $497,000 | 706 |
| 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 | $478,000 | 751 |
| 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 | $442,000 | 774 |
| 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 | $516,000 | 752 |
| 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 | $451,000 | 803 |