Home > PFF Bank & Trust > Fiduciary and Related Services
PFF Bank & Trust, Fiduciary and Related Services
| 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 | $464,000 | 321 |
| Number of Managed Accounts | $341,000 | 302 |
| Number of Non-Managed Accounts | $123,000 | 206 |
| Total fiduciary and related assets | $297,329,000 | 308 |
| Managed Assets ($) | $227,371,000 | 300 |
| Non-managed Assets ($) | $69,958,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $492,000 | 321 |
| Number of Managed Accounts | $333,000 | 307 |
| Number of Non-Managed Accounts | $159,000 | 187 |
| Total fiduciary and related assets | $325,850,000 | 309 |
| Managed Assets ($) | $238,154,000 | 301 |
| Non-managed Assets ($) | $87,696,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $487,000 | 323 |
| Number of Managed Accounts | $330,000 | 315 |
| Number of Non-Managed Accounts | $157,000 | 187 |
| Total fiduciary and related assets | $320,764,000 | 317 |
| Managed Assets ($) | $234,211,000 | 316 |
| Non-managed Assets ($) | $86,553,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $538,000 | 359 |
| Number of Managed Accounts | $386,000 | 339 |
| Number of Non-Managed Accounts | $152,000 | 280 |
| Total fiduciary and related assets | $330,401,000 | 319 |
| Managed Assets ($) | $254,003,000 | 303 |
| Non-managed Assets ($) | $76,398,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $574,000 | 286 |
| Number of Managed Accounts | $412,000 | 276 |
| Number of Non-Managed Accounts | $162,000 | 180 |
| Total fiduciary and related assets | $336,451,000 | 314 |
| Managed Assets ($) | $269,569,000 | 289 |
| Non-managed Assets ($) | $66,882,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $574,000 | 292 |
| Number of Managed Accounts | $401,000 | 283 |
| Number of Non-Managed Accounts | $173,000 | 180 |
| Total fiduciary and related assets | $337,863,000 | 321 |
| Managed Assets ($) | $271,970,000 | 291 |
| Non-managed Assets ($) | $65,893,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $571,000 | 295 |
| Number of Managed Accounts | $409,000 | 281 |
| Number of Non-Managed Accounts | $162,000 | 189 |
| Total fiduciary and related assets | $327,044,000 | 323 |
| Managed Assets ($) | $267,708,000 | 288 |
| Non-managed Assets ($) | $59,336,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $587,000 | 336 |
| Number of Managed Accounts | $408,000 | 319 |
| Number of Non-Managed Accounts | $179,000 | 255 |
| Total fiduciary and related assets | $330,202,000 | 320 |
| Managed Assets ($) | $268,134,000 | 286 |
| Non-managed Assets ($) | $62,068,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $582,000 | 295 |
| Number of Managed Accounts | $399,000 | 281 |
| Number of Non-Managed Accounts | $183,000 | 186 |
| Total fiduciary and related assets | $320,775,000 | 324 |
| Managed Assets ($) | $255,812,000 | 290 |
| Non-managed Assets ($) | $64,963,000 | 263 |
| 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 | $575,000 | 302 |
| Number of Managed Accounts | $385,000 | 290 |
| Number of Non-Managed Accounts | $190,000 | 192 |
| Total fiduciary and related assets | $310,224,000 | 333 |
| Managed Assets ($) | $246,850,000 | 294 |
| Non-managed Assets ($) | $63,374,000 | 272 |
| 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 | $572,000 | 302 |
| Number of Managed Accounts | $291,000 | 321 |
| Number of Non-Managed Accounts | $281,000 | 158 |
| Total fiduciary and related assets | $305,843,000 | 331 |
| Managed Assets ($) | $156,132,000 | 337 |
| Non-managed Assets ($) | $149,711,000 | 220 |
| 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 | $548,000 | 355 |
| Number of Managed Accounts | $374,000 | 356 |
| Number of Non-Managed Accounts | $174,000 | 274 |
| Total fiduciary and related assets | $304,580,000 | 338 |
| Managed Assets ($) | $195,241,000 | 347 |
| Non-managed Assets ($) | $109,339,000 | 249 |
| 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 | $532,000 | 299 |
| Number of Managed Accounts | $358,000 | 294 |
| Number of Non-Managed Accounts | $174,000 | 198 |
| Total fiduciary and related assets | $303,869,000 | 329 |
| Managed Assets ($) | $193,727,000 | 317 |
| Non-managed Assets ($) | $110,142,000 | 229 |
| 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 | $581,000 | 293 |
| Number of Managed Accounts | $377,000 | 296 |
| Number of Non-Managed Accounts | $204,000 | 181 |
| Total fiduciary and related assets | $272,813,000 | 342 |
| Managed Assets ($) | $195,684,000 | 323 |
| Non-managed Assets ($) | $77,129,000 | 251 |
| 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 | $588,000 | 296 |
| Number of Managed Accounts | $446,000 | 279 |
| Number of Non-Managed Accounts | $142,000 | 222 |
| Total fiduciary and related assets | $278,129,000 | 340 |
| Managed Assets ($) | $213,712,000 | 308 |
| Non-managed Assets ($) | $64,417,000 | 263 |
| 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 | $591,000 | 339 |
| Number of Managed Accounts | $445,000 | 310 |
| Number of Non-Managed Accounts | $146,000 | 315 |
| Total fiduciary and related assets | $314,400,000 | 320 |
| Managed Assets ($) | $213,888,000 | 320 |
| Non-managed Assets ($) | $100,512,000 | 259 |
| 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 | $587,000 | 292 |
| Number of Managed Accounts | $395,000 | 283 |
| Number of Non-Managed Accounts | $192,000 | 193 |
| Total fiduciary and related assets | $301,903,000 | 320 |
| Managed Assets ($) | $197,802,000 | 312 |
| Non-managed Assets ($) | $104,101,000 | 236 |
| 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 | $604,000 | 290 |
| Number of Managed Accounts | $447,000 | 277 |
| Number of Non-Managed Accounts | $157,000 | 224 |
| Total fiduciary and related assets | $292,665,000 | 328 |
| Managed Assets ($) | $198,507,000 | 314 |
| Non-managed Assets ($) | $94,158,000 | 244 |
| 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 | $589,000 | 296 |
| Number of Managed Accounts | $432,000 | 282 |
| Number of Non-Managed Accounts | $157,000 | 222 |
| Total fiduciary and related assets | $293,413,000 | 328 |
| Managed Assets ($) | $200,459,000 | 319 |
| Non-managed Assets ($) | $92,954,000 | 248 |
| 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 | $508,000 | 393 |
| Number of Managed Accounts | $353,000 | 369 |
| Number of Non-Managed Accounts | $155,000 | 325 |
| Total fiduciary and related assets | $274,473,000 | 354 |
| Managed Assets ($) | $183,670,000 | 346 |
| Non-managed Assets ($) | $90,803,000 | 271 |
| 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 | $503,000 | 329 |
| Number of Managed Accounts | $359,000 | 304 |
| Number of Non-Managed Accounts | $144,000 | 237 |
| Total fiduciary and related assets | $257,179,000 | 357 |
| Managed Assets ($) | $175,159,000 | 324 |
| Non-managed Assets ($) | $82,020,000 | 264 |
| 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 | $489,000 | 339 |
| Number of Managed Accounts | $369,000 | 308 |
| Number of Non-Managed Accounts | $120,000 | 268 |
| Total fiduciary and related assets | $249,847,000 | 361 |
| Managed Assets ($) | $167,422,000 | 332 |
| Non-managed Assets ($) | $82,425,000 | 264 |
| 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 | $480,000 | 344 |
| Number of Managed Accounts | $363,000 | 315 |
| Number of Non-Managed Accounts | $117,000 | 273 |
| Total fiduciary and related assets | $230,986,000 | 371 |
| Managed Assets ($) | $153,025,000 | 346 |
| Non-managed Assets ($) | $77,961,000 | 271 |
| 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 | $543,000 | 389 |
| Number of Managed Accounts | $397,000 | 359 |
| Number of Non-Managed Accounts | $146,000 | 344 |
| Total fiduciary and related assets | $229,517,000 | 383 |
| Managed Assets ($) | $152,650,000 | 379 |
| Non-managed Assets ($) | $76,867,000 | 295 |
| 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 |
| 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 |