Home > River Valley Financial Bank > Fiduciary and Related Services
River Valley Financial Bank, Fiduciary and Related Services
| 2012-09-30 | 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 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000 | 830 |
| 2012-06-30 | 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,000 | 827 |
| 2012-03-31 | 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000 | 867 |
| 2011-12-31 | 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 | $65,000 | 899 |
| Number of Managed Accounts | $43,000 | 847 |
| Number of Non-Managed Accounts | $22,000 | 692 |
| Total fiduciary and related assets | $26,083,000 | 846 |
| Managed Assets ($) | $21,055,000 | 795 |
| Non-managed Assets ($) | $5,028,000 | 716 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | 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 | $69,000 | 388 |
| Number of Managed Accounts | $43,000 | 370 |
| Number of Non-Managed Accounts | $26,000 | 312 |
| Total fiduciary and related assets | $24,826,000 | 390 |
| Managed Assets ($) | $19,855,000 | 367 |
| Non-managed Assets ($) | $4,971,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | 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 | $62,000 | 395 |
| Number of Managed Accounts | $40,000 | 378 |
| Number of Non-Managed Accounts | $22,000 | 322 |
| Total fiduciary and related assets | $25,691,000 | 397 |
| Managed Assets ($) | $20,564,000 | 373 |
| Non-managed Assets ($) | $5,127,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | 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 | $59,000 | 400 |
| Number of Managed Accounts | $39,000 | 384 |
| Number of Non-Managed Accounts | $20,000 | 328 |
| Total fiduciary and related assets | $25,369,000 | 404 |
| Managed Assets ($) | $20,569,000 | 381 |
| Non-managed Assets ($) | $4,800,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | 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 | $60,000 | 953 |
| Number of Managed Accounts | $40,000 | 893 |
| Number of Non-Managed Accounts | $20,000 | 742 |
| Total fiduciary and related assets | $24,091,000 | 896 |
| Managed Assets ($) | $19,060,000 | 851 |
| Non-managed Assets ($) | $5,031,000 | 747 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | 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 | $65,000 | 384 |
| Number of Managed Accounts | $40,000 | 368 |
| Number of Non-Managed Accounts | $25,000 | 310 |
| Total fiduciary and related assets | $24,890,000 | 389 |
| Managed Assets ($) | $19,539,000 | 367 |
| Non-managed Assets ($) | $5,351,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | 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 | $66,000 | 385 |
| Number of Managed Accounts | $40,000 | 368 |
| Number of Non-Managed Accounts | $26,000 | 310 |
| Total fiduciary and related assets | $24,025,000 | 392 |
| Managed Assets ($) | $18,819,000 | 367 |
| Non-managed Assets ($) | $5,206,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | 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 | $61,000 | 393 |
| Number of Managed Accounts | $39,000 | 373 |
| Number of Non-Managed Accounts | $22,000 | 323 |
| Total fiduciary and related assets | $24,472,000 | 401 |
| Managed Assets ($) | $19,917,000 | 373 |
| Non-managed Assets ($) | $4,555,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $62,000 | 973 |
| Number of Managed Accounts | $41,000 | 914 |
| Number of Non-Managed Accounts | $21,000 | 753 |
| Total fiduciary and related assets | $24,596,000 | 895 |
| Managed Assets ($) | $19,896,000 | 840 |
| Non-managed Assets ($) | $4,700,000 | 756 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $67,000 | 383 |
| Number of Managed Accounts | $43,000 | 361 |
| Number of Non-Managed Accounts | $24,000 | 306 |
| Total fiduciary and related assets | $26,759,000 | 387 |
| Managed Assets ($) | $19,685,000 | 363 |
| Non-managed Assets ($) | $7,074,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $68,000 | 390 |
| Number of Managed Accounts | $43,000 | 369 |
| Number of Non-Managed Accounts | $25,000 | 311 |
| Total fiduciary and related assets | $22,869,000 | 398 |
| Managed Assets ($) | $18,842,000 | 371 |
| Non-managed Assets ($) | $4,027,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $69,000 | 389 |
| Number of Managed Accounts | $43,000 | 370 |
| Number of Non-Managed Accounts | $26,000 | 305 |
| Total fiduciary and related assets | $22,057,000 | 400 |
| Managed Assets ($) | $18,298,000 | 371 |
| Non-managed Assets ($) | $3,759,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $70,000 | 959 |
| Number of Managed Accounts | $44,000 | 924 |
| Number of Non-Managed Accounts | $26,000 | 705 |
| Total fiduciary and related assets | $23,047,000 | 917 |
| Managed Assets ($) | $18,910,000 | 855 |
| Non-managed Assets ($) | $4,137,000 | 751 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $63,000 | 418 |
| Number of Managed Accounts | $42,000 | 398 |
| Number of Non-Managed Accounts | $21,000 | 337 |
| Total fiduciary and related assets | $24,806,000 | 424 |
| Managed Assets ($) | $20,363,000 | 395 |
| Non-managed Assets ($) | $4,443,000 | 379 |
| 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 | $66,000 | 420 |
| Number of Managed Accounts | $42,000 | 403 |
| Number of Non-Managed Accounts | $24,000 | 331 |
| Total fiduciary and related assets | $25,724,000 | 431 |
| Managed Assets ($) | $21,271,000 | 402 |
| Non-managed Assets ($) | $4,453,000 | 384 |
| 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 | $63,000 | 426 |
| Number of Managed Accounts | $41,000 | 408 |
| Number of Non-Managed Accounts | $22,000 | 337 |
| Total fiduciary and related assets | $26,139,000 | 438 |
| Managed Assets ($) | $21,811,000 | 409 |
| Non-managed Assets ($) | $4,328,000 | 392 |
| 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 | $66,000 | 992 |
| Number of Managed Accounts | $43,000 | 944 |
| Number of Non-Managed Accounts | $23,000 | 733 |
| Total fiduciary and related assets | $30,361,000 | 905 |
| Managed Assets ($) | $24,912,000 | 850 |
| Non-managed Assets ($) | $5,449,000 | 749 |
| 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 | $64,000 | 408 |
| Number of Managed Accounts | $42,000 | 390 |
| Number of Non-Managed Accounts | $22,000 | 326 |
| Total fiduciary and related assets | $31,345,000 | 417 |
| Managed Assets ($) | $25,653,000 | 392 |
| Non-managed Assets ($) | $5,692,000 | 367 |
| 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 | $62,000 | 414 |
| Number of Managed Accounts | $40,000 | 396 |
| Number of Non-Managed Accounts | $22,000 | 338 |
| Total fiduciary and related assets | $31,605,000 | 422 |
| Managed Assets ($) | $26,546,000 | 396 |
| Non-managed Assets ($) | $5,059,000 | 380 |
| 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 | $62,000 | 416 |
| Number of Managed Accounts | $40,000 | 398 |
| Number of Non-Managed Accounts | $22,000 | 336 |
| Total fiduciary and related assets | $32,662,000 | 424 |
| Managed Assets ($) | $25,895,000 | 396 |
| Non-managed Assets ($) | $6,767,000 | 372 |
| 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 | $59,000 | 1,036 |
| Number of Managed Accounts | $39,000 | 974 |
| Number of Non-Managed Accounts | $20,000 | 790 |
| Total fiduciary and related assets | $29,997,000 | 914 |
| Managed Assets ($) | $24,699,000 | 839 |
| Non-managed Assets ($) | $5,298,000 | 764 |
| 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 | $59,000 | 404 |
| Number of Managed Accounts | $38,000 | 382 |
| Number of Non-Managed Accounts | $21,000 | 335 |
| Total fiduciary and related assets | $28,539,000 | 407 |
| Managed Assets ($) | $23,155,000 | 376 |
| Non-managed Assets ($) | $5,384,000 | 367 |
| 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 | $56,000 | 412 |
| Number of Managed Accounts | $36,000 | 390 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $28,455,000 | 413 |
| Managed Assets ($) | $23,152,000 | 381 |
| Non-managed Assets ($) | $5,303,000 | 370 |
| 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 | $54,000 | 427 |
| Number of Managed Accounts | $35,000 | 404 |
| Number of Non-Managed Accounts | $19,000 | 348 |
| Total fiduciary and related assets | $29,324,000 | 420 |
| Managed Assets ($) | $24,053,000 | 391 |
| Non-managed Assets ($) | $5,271,000 | 374 |
| 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 | $51,000 | 1,124 |
| Number of Managed Accounts | $31,000 | 1,064 |
| Number of Non-Managed Accounts | $20,000 | 819 |
| Total fiduciary and related assets | $27,970,000 | 930 |
| Managed Assets ($) | $22,536,000 | 877 |
| Non-managed Assets ($) | $5,434,000 | 768 |
| 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 | $53,000 | 413 |
| Number of Managed Accounts | $32,000 | 390 |
| Number of Non-Managed Accounts | $21,000 | 337 |
| Total fiduciary and related assets | $25,571,000 | 412 |
| Managed Assets ($) | $20,333,000 | 385 |
| Non-managed Assets ($) | $5,238,000 | 369 |
| 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 | $46,000 | 432 |
| Number of Managed Accounts | $28,000 | 407 |
| Number of Non-Managed Accounts | $18,000 | 370 |
| Total fiduciary and related assets | $24,457,000 | 431 |
| Managed Assets ($) | $18,794,000 | 403 |
| Non-managed Assets ($) | $5,663,000 | 383 |
| 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 | $46,000 | 436 |
| Number of Managed Accounts | $27,000 | 409 |
| Number of Non-Managed Accounts | $19,000 | 365 |
| Total fiduciary and related assets | $24,329,000 | 433 |
| Managed Assets ($) | $18,687,000 | 404 |
| Non-managed Assets ($) | $5,642,000 | 386 |
| 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 | $36,000 | 1,228 |
| Number of Managed Accounts | $24,000 | 1,146 |
| Number of Non-Managed Accounts | $12,000 | 950 |
| Total fiduciary and related assets | $24,668,000 | 957 |
| Managed Assets ($) | $19,234,000 | 904 |
| Non-managed Assets ($) | $5,434,000 | 767 |
| 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 | $31,000 | 426 |
| Number of Managed Accounts | $24,000 | 397 |
| Number of Non-Managed Accounts | $7,000 | 387 |
| Total fiduciary and related assets | $23,125,000 | 422 |
| Managed Assets ($) | $17,504,000 | 391 |
| Non-managed Assets ($) | $5,621,000 | 379 |
| 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 | $30,000 | 435 |
| Number of Managed Accounts | $24,000 | 403 |
| Number of Non-Managed Accounts | $6,000 | 394 |
| Total fiduciary and related assets | $22,870,000 | 428 |
| Managed Assets ($) | $17,471,000 | 394 |
| Non-managed Assets ($) | $5,399,000 | 386 |
| 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 | $24,000 | 450 |
| Number of Managed Accounts | $24,000 | 407 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $19,561,000 | 438 |
| Managed Assets ($) | $19,561,000 | 402 |
| Non-managed Assets ($) | $0 | 436 |
| 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 | $23,000 | 1,385 |
| Number of Managed Accounts | $23,000 | 1,190 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $17,747,000 | 1,047 |
| Managed Assets ($) | $17,747,000 | 923 |
| Non-managed Assets ($) | $0 | 1,404 |
| 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 | $19,000 | 451 |
| Number of Managed Accounts | $19,000 | 415 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $16,566,000 | 442 |
| Managed Assets ($) | $16,566,000 | 406 |
| Non-managed Assets ($) | $0 | 445 |
| 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 | $14,000 | 459 |
| Number of Managed Accounts | $14,000 | 425 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $11,237,000 | 453 |
| Managed Assets ($) | $11,237,000 | 416 |
| Non-managed Assets ($) | $0 | 447 |
| 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 | $13,000 | 473 |
| Number of Managed Accounts | $13,000 | 441 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $10,600,000 | 468 |
| Managed Assets ($) | $10,600,000 | 433 |
| Non-managed Assets ($) | $0 | 458 |
| 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 | $13,000 | 1,556 |
| Number of Managed Accounts | $13,000 | 1,387 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $10,705,000 | 1,168 |
| Managed Assets ($) | $10,705,000 | 1,067 |
| Non-managed Assets ($) | $0 | 1,452 |
| 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 |