Home > Regions Morgan Keegan Trust, F.S.B. > Fiduciary and Related Services
Regions Morgan Keegan Trust, F.S.B., Fiduciary and Related Services
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 | $1,976,000 | 114 |
Number of Managed Accounts | $1,223,000 | 130 |
Number of Non-Managed Accounts | $753,000 | 91 |
Total fiduciary and related assets | $1,164,369,000 | 162 |
Managed Assets ($) | $851,298,000 | 140 |
Non-managed Assets ($) | $313,071,000 | 154 |
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 | $1,851,000 | 123 |
Number of Managed Accounts | $1,193,000 | 138 |
Number of Non-Managed Accounts | $658,000 | 100 |
Total fiduciary and related assets | $1,094,790,000 | 170 |
Managed Assets ($) | $820,907,000 | 147 |
Non-managed Assets ($) | $273,883,000 | 165 |
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 | $1,719,000 | 142 |
Number of Managed Accounts | $1,163,000 | 141 |
Number of Non-Managed Accounts | $556,000 | 132 |
Total fiduciary and related assets | $1,044,567,000 | 177 |
Managed Assets ($) | $798,891,000 | 145 |
Non-managed Assets ($) | $245,676,000 | 179 |
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 | $1,676,000 | 133 |
Number of Managed Accounts | $1,175,000 | 138 |
Number of Non-Managed Accounts | $501,000 | 117 |
Total fiduciary and related assets | $979,050,000 | 178 |
Managed Assets ($) | $743,014,000 | 149 |
Non-managed Assets ($) | $236,036,000 | 181 |
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 | $1,551,000 | 143 |
Number of Managed Accounts | $1,107,000 | 146 |
Number of Non-Managed Accounts | $444,000 | 130 |
Total fiduciary and related assets | $918,650,000 | 184 |
Managed Assets ($) | $694,843,000 | 154 |
Non-managed Assets ($) | $223,807,000 | 184 |
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 | $1,478,000 | 150 |
Number of Managed Accounts | $1,054,000 | 150 |
Number of Non-Managed Accounts | $424,000 | 132 |
Total fiduciary and related assets | $849,023,000 | 191 |
Managed Assets ($) | $654,724,000 | 167 |
Non-managed Assets ($) | $194,299,000 | 195 |
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 | $1,371,000 | 173 |
Number of Managed Accounts | $1,000,000 | 163 |
Number of Non-Managed Accounts | $371,000 | 181 |
Total fiduciary and related assets | $823,021,000 | 199 |
Managed Assets ($) | $613,151,000 | 179 |
Non-managed Assets ($) | $209,870,000 | 200 |
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 | $1,227,000 | 185 |
Number of Managed Accounts | $948,000 | 170 |
Number of Non-Managed Accounts | $279,000 | 174 |
Total fiduciary and related assets | $984,418,000 | 186 |
Managed Assets ($) | $517,482,000 | 194 |
Non-managed Assets ($) | $466,936,000 | 153 |
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 | $1,127,000 | 197 |
Number of Managed Accounts | $878,000 | 185 |
Number of Non-Managed Accounts | $249,000 | 191 |
Total fiduciary and related assets | $952,035,000 | 189 |
Managed Assets ($) | $460,003,000 | 204 |
Non-managed Assets ($) | $492,032,000 | 151 |
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 | $1,065,000 | 213 |
Number of Managed Accounts | $837,000 | 192 |
Number of Non-Managed Accounts | $228,000 | 206 |
Total fiduciary and related assets | $854,250,000 | 202 |
Managed Assets ($) | $408,511,000 | 213 |
Non-managed Assets ($) | $445,739,000 | 155 |
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 | $1,041,000 | 239 |
Number of Managed Accounts | $820,000 | 208 |
Number of Non-Managed Accounts | $221,000 | 279 |
Total fiduciary and related assets | $866,892,000 | 202 |
Managed Assets ($) | $406,623,000 | 215 |
Non-managed Assets ($) | $460,269,000 | 156 |
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 |