Home > Paragon Bank & Trust > Fiduciary and Related Services
Paragon Bank & Trust, Fiduciary and Related Services
| 2009-12-31 | 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 | $1,630,000 | 142 |
| Number of Managed Accounts | $45,000 | 887 |
| Number of Non-Managed Accounts | $1,585,000 | 61 |
| Total fiduciary and related assets | $164,097,000 | 442 |
| Managed Assets ($) | $16,342,000 | 874 |
| Non-managed Assets ($) | $147,755,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 335 |
| 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 | $1,612,000 | 132 |
| Number of Managed Accounts | $13,000 | 372 |
| Number of Non-Managed Accounts | $1,599,000 | 55 |
| Total fiduciary and related assets | $168,852,000 | 349 |
| Managed Assets ($) | $8,948,000 | 374 |
| Non-managed Assets ($) | $159,904,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 337 |
| 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 | $133,000 | 377 |
| Number of Managed Accounts | $127,000 | 343 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $49,480,000 | 386 |
| Managed Assets ($) | $48,681,000 | 354 |
| Non-managed Assets ($) | $799,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $603,000 | 345 |
| 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 | $127,000 | 376 |
| Number of Managed Accounts | $121,000 | 345 |
| Number of Non-Managed Accounts | $6,000 | 364 |
| Total fiduciary and related assets | $46,166,000 | 386 |
| Managed Assets ($) | $45,385,000 | 353 |
| Non-managed Assets ($) | $781,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 364 |
| 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 | $125,000 | 792 |
| Number of Managed Accounts | $118,000 | 660 |
| Number of Non-Managed Accounts | $7,000 | 970 |
| Total fiduciary and related assets | $50,494,000 | 728 |
| Managed Assets ($) | $49,633,000 | 642 |
| Non-managed Assets ($) | $861,000 | 1,006 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,194,000 | 366 |
| 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 | $121,000 | 401 |
| Number of Managed Accounts | $114,000 | 373 |
| Number of Non-Managed Accounts | $7,000 | 386 |
| Total fiduciary and related assets | $60,242,000 | 406 |
| Managed Assets ($) | $58,701,000 | 378 |
| Non-managed Assets ($) | $1,541,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 374 |
| 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 | $116,000 | 408 |
| Number of Managed Accounts | $109,000 | 380 |
| Number of Non-Managed Accounts | $7,000 | 390 |
| Total fiduciary and related assets | $57,456,000 | 413 |
| Managed Assets ($) | $56,477,000 | 385 |
| Non-managed Assets ($) | $979,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 397 |
| 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 | $118,000 | 409 |
| Number of Managed Accounts | $109,000 | 380 |
| Number of Non-Managed Accounts | $9,000 | 387 |
| Total fiduciary and related assets | $53,074,000 | 422 |
| Managed Assets ($) | $51,592,000 | 391 |
| Non-managed Assets ($) | $1,482,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000 | 447 |
| 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 | $116,000 | 832 |
| Number of Managed Accounts | $106,000 | 706 |
| Number of Non-Managed Accounts | $10,000 | 928 |
| Total fiduciary and related assets | $53,278,000 | 772 |
| Managed Assets ($) | $51,759,000 | 677 |
| Non-managed Assets ($) | $1,519,000 | 959 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 410 |
| 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 | $111,000 | 394 |
| Number of Managed Accounts | $102,000 | 367 |
| Number of Non-Managed Accounts | $9,000 | 376 |
| Total fiduciary and related assets | $56,348,000 | 404 |
| Managed Assets ($) | $54,867,000 | 376 |
| Non-managed Assets ($) | $1,481,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 433 |
| 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 | $111,000 | 402 |
| Number of Managed Accounts | $102,000 | 371 |
| Number of Non-Managed Accounts | $9,000 | 379 |
| Total fiduciary and related assets | $53,482,000 | 412 |
| Managed Assets ($) | $51,988,000 | 382 |
| Non-managed Assets ($) | $1,494,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $448,000 | 448 |
| 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 | $109,000 | 405 |
| Number of Managed Accounts | $100,000 | 377 |
| Number of Non-Managed Accounts | $9,000 | 379 |
| Total fiduciary and related assets | $47,378,000 | 418 |
| Managed Assets ($) | $45,923,000 | 387 |
| Non-managed Assets ($) | $1,455,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $222,000 | 458 |
| 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 | $110,000 | 865 |
| Number of Managed Accounts | $100,000 | 735 |
| Number of Non-Managed Accounts | $10,000 | 946 |
| Total fiduciary and related assets | $62,025,000 | 734 |
| Managed Assets ($) | $59,492,000 | 641 |
| Non-managed Assets ($) | $2,533,000 | 879 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 448 |
| 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 | $143,000 | 382 |
| Number of Managed Accounts | $135,000 | 353 |
| Number of Non-Managed Accounts | $8,000 | 373 |
| Total fiduciary and related assets | $61,918,000 | 394 |
| Managed Assets ($) | $60,406,000 | 363 |
| Non-managed Assets ($) | $1,512,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $556,000 | 483 |
| 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 | $139,000 | 390 |
| Number of Managed Accounts | $125,000 | 360 |
| Number of Non-Managed Accounts | $14,000 | 360 |
| Total fiduciary and related assets | $57,497,000 | 399 |
| Managed Assets ($) | $54,794,000 | 369 |
| Non-managed Assets ($) | $2,703,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $371,000 | 489 |
| 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 | $141,000 | 394 |
| Number of Managed Accounts | $122,000 | 369 |
| Number of Non-Managed Accounts | $19,000 | 348 |
| Total fiduciary and related assets | $58,978,000 | 406 |
| Managed Assets ($) | $54,475,000 | 374 |
| Non-managed Assets ($) | $4,503,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,000 | 487 |
| 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 | $172,000 | 730 |
| Number of Managed Accounts | $125,000 | 685 |
| Number of Non-Managed Accounts | $47,000 | 589 |
| Total fiduciary and related assets | $58,054,000 | 756 |
| Managed Assets ($) | $51,538,000 | 669 |
| Non-managed Assets ($) | $6,516,000 | 727 |
| Memoranda | ||
| Gross Fiduciary activities income | $615,000 | 526 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000 | 522 |
| 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 | $126,000 | 411 |
| Number of Managed Accounts | $83,000 | 383 |
| Number of Non-Managed Accounts | $43,000 | 308 |
| Total fiduciary and related assets | $53,751,000 | 419 |
| Managed Assets ($) | $44,180,000 | 386 |
| Non-managed Assets ($) | $9,571,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,000 | 512 |
| 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 | $126,000 | 414 |
| Number of Managed Accounts | $81,000 | 386 |
| Number of Non-Managed Accounts | $45,000 | 305 |
| Total fiduciary and related assets | $56,525,000 | 419 |
| Managed Assets ($) | $47,115,000 | 384 |
| Non-managed Assets ($) | $9,410,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $158,000 | 523 |
| 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 | $124,000 | 862 |
| Number of Managed Accounts | $76,000 | 831 |
| Number of Non-Managed Accounts | $48,000 | 603 |
| Total fiduciary and related assets | $55,727,000 | 762 |
| Managed Assets ($) | $46,764,000 | 684 |
| Non-managed Assets ($) | $8,963,000 | 672 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 541 |
| 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 | $127,000 | 401 |
| Number of Managed Accounts | $64,000 | 375 |
| Number of Non-Managed Accounts | $63,000 | 290 |
| Total fiduciary and related assets | $52,923,000 | 412 |
| Managed Assets ($) | $40,835,000 | 377 |
| Non-managed Assets ($) | $12,088,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000 | 582 |
| 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 | $404,000 | 339 |
| Number of Managed Accounts | $118,000 | 371 |
| Number of Non-Managed Accounts | $286,000 | 157 |
| Total fiduciary and related assets | $98,665,000 | 398 |
| Managed Assets ($) | $44,127,000 | 378 |
| Non-managed Assets ($) | $54,538,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 584 |
| 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 | $398,000 | 345 |
| Number of Managed Accounts | $122,000 | 373 |
| Number of Non-Managed Accounts | $276,000 | 159 |
| Total fiduciary and related assets | $85,917,000 | 409 |
| Managed Assets ($) | $30,787,000 | 393 |
| Non-managed Assets ($) | $55,130,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,000 | 580 |
| 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 | $491,000 | 411 |
| Number of Managed Accounts | $182,000 | 568 |
| Number of Non-Managed Accounts | $309,000 | 207 |
| Total fiduciary and related assets | $93,733,000 | 586 |
| Managed Assets ($) | $33,869,000 | 753 |
| Non-managed Assets ($) | $59,864,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 595 |
| 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 | $463,000 | 342 |
| Number of Managed Accounts | $172,000 | 364 |
| Number of Non-Managed Accounts | $291,000 | 171 |
| Total fiduciary and related assets | $95,106,000 | 408 |
| Managed Assets ($) | $35,851,000 | 396 |
| Non-managed Assets ($) | $59,255,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 628 |
| 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 | $464,000 | 347 |
| Number of Managed Accounts | $181,000 | 364 |
| Number of Non-Managed Accounts | $283,000 | 178 |
| Total fiduciary and related assets | $85,268,000 | 411 |
| Managed Assets ($) | $36,596,000 | 396 |
| Non-managed Assets ($) | $48,672,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 632 |
| 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 | $447,000 | 358 |
| Number of Managed Accounts | $176,000 | 377 |
| Number of Non-Managed Accounts | $271,000 | 185 |
| Total fiduciary and related assets | $73,037,000 | 425 |
| Managed Assets ($) | $27,979,000 | 416 |
| Non-managed Assets ($) | $45,058,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,000 | 643 |
| 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 | $439,000 | 449 |
| Number of Managed Accounts | $182,000 | 586 |
| Number of Non-Managed Accounts | $257,000 | 249 |
| Total fiduciary and related assets | $73,876,000 | 654 |
| Managed Assets ($) | $28,273,000 | 814 |
| Non-managed Assets ($) | $45,603,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,000 | 616 |
| 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 | $435,000 | 428 |
| Number of Managed Accounts | $211,000 | 514 |
| Number of Non-Managed Accounts | $224,000 | 268 |
| Total fiduciary and related assets | $81,072,000 | 600 |
| Managed Assets ($) | $36,527,000 | 725 |
| Non-managed Assets ($) | $44,545,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 486 |
| 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 |