Home > Sabine State Bank and Trust Company > Fiduciary and Related Services
Sabine State Bank and Trust Company, Fiduciary and Related Services
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $73,000 | 665 |
Number of Managed Accounts | $24,000 | 714 |
Number of Non-Managed Accounts | $49,000 | 386 |
Total fiduciary and related assets | $945,000 | 926 |
Managed Assets ($) | $846,000 | 897 |
Non-managed Assets ($) | $99,000 | 768 |
Memoranda | ||
Gross Fiduciary activities income | $4,000 | 902 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
Number of Managed Accounts | $0 | 366 |
Number of Non-Managed Accounts | $0 | 365 |
Total fiduciary and related assets | $0 | 376 |
Managed Assets ($) | $0 | 366 |
Non-managed Assets ($) | $0 | 363 |
Memoranda | ||
Gross Fiduciary activities income | $3,000 | 875 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 435 |
Total fiduciary and related assets | $0 | 448 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 433 |
Memoranda | ||
Gross Fiduciary activities income | $3,000 | 856 |
2023-03-31 | 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 | 384 |
Number of Managed Accounts | $0 | 375 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $0 | 384 |
Managed Assets ($) | $0 | 375 |
Non-managed Assets ($) | $0 | 373 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 913 |
2022-12-31 | 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 | $75,000 | 690 |
Number of Managed Accounts | $25,000 | 741 |
Number of Non-Managed Accounts | $50,000 | 392 |
Total fiduciary and related assets | $922,000 | 965 |
Managed Assets ($) | $818,000 | 928 |
Non-managed Assets ($) | $104,000 | 811 |
Memoranda | ||
Gross Fiduciary activities income | $5,000 | 930 |
2022-09-30 | 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 | 399 |
Number of Managed Accounts | $0 | 389 |
Number of Non-Managed Accounts | $0 | 385 |
Total fiduciary and related assets | $0 | 399 |
Managed Assets ($) | $0 | 389 |
Non-managed Assets ($) | $0 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $4,000 | 907 |
2022-06-30 | 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 | 430 |
Number of Managed Accounts | $0 | 422 |
Number of Non-Managed Accounts | $0 | 417 |
Total fiduciary and related assets | $0 | 430 |
Managed Assets ($) | $0 | 422 |
Non-managed Assets ($) | $0 | 417 |
Memoranda | ||
Gross Fiduciary activities income | $4,000 | 852 |
2022-03-31 | 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 | 359 |
Number of Managed Accounts | $0 | 350 |
Number of Non-Managed Accounts | $0 | 347 |
Total fiduciary and related assets | $0 | 358 |
Managed Assets ($) | $0 | 350 |
Non-managed Assets ($) | $0 | 346 |
Memoranda | ||
Gross Fiduciary activities income | $2,000 | 841 |
2021-12-31 | 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 | $85,000 | 645 |
Number of Managed Accounts | $25,000 | 718 |
Number of Non-Managed Accounts | $60,000 | 337 |
Total fiduciary and related assets | $921,000 | 942 |
Managed Assets ($) | $802,000 | 912 |
Non-managed Assets ($) | $119,000 | 782 |
Memoranda | ||
Gross Fiduciary activities income | $6,000 | 895 |
2021-09-30 | 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 | 343 |
Number of Managed Accounts | $0 | 335 |
Number of Non-Managed Accounts | $0 | 330 |
Total fiduciary and related assets | $0 | 343 |
Managed Assets ($) | $0 | 335 |
Non-managed Assets ($) | $0 | 330 |
Memoranda | ||
Gross Fiduciary activities income | $6,000 | 869 |
2021-06-30 | 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 | 409 |
Number of Managed Accounts | $0 | 401 |
Number of Non-Managed Accounts | $0 | 396 |
Total fiduciary and related assets | $0 | 409 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 395 |
Memoranda | ||
Gross Fiduciary activities income | $5,000 | 856 |
2021-03-31 | 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 | 345 |
Number of Managed Accounts | $0 | 337 |
Number of Non-Managed Accounts | $0 | 333 |
Total fiduciary and related assets | $0 | 345 |
Managed Assets ($) | $0 | 337 |
Non-managed Assets ($) | $0 | 332 |
Memoranda | ||
Gross Fiduciary activities income | $3,000 | 848 |
2020-12-31 | 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 | $91,000 | 649 |
Number of Managed Accounts | $23,000 | 745 |
Number of Non-Managed Accounts | $68,000 | 318 |
Total fiduciary and related assets | $835,000 | 976 |
Managed Assets ($) | $800,000 | 940 |
Non-managed Assets ($) | $35,000 | 837 |
Memoranda | ||
Gross Fiduciary activities income | $9,000 | 900 |
2020-09-30 | 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 | 346 |
Number of Managed Accounts | $0 | 338 |
Number of Non-Managed Accounts | $0 | 335 |
Total fiduciary and related assets | $0 | 346 |
Managed Assets ($) | $0 | 338 |
Non-managed Assets ($) | $0 | 335 |
Memoranda | ||
Gross Fiduciary activities income | $8,000 | 872 |
2020-06-30 | 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 | 406 |
Number of Managed Accounts | $0 | 397 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 406 |
Managed Assets ($) | $0 | 397 |
Non-managed Assets ($) | $0 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $8,000 | 851 |
2020-03-31 | 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 | 351 |
Number of Managed Accounts | $0 | 342 |
Number of Non-Managed Accounts | $0 | 338 |
Total fiduciary and related assets | $0 | 351 |
Managed Assets ($) | $0 | 342 |
Non-managed Assets ($) | $0 | 338 |
Memoranda | ||
Gross Fiduciary activities income | $7,000 | 814 |
2019-12-31 | 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 | $94,000 | 660 |
Number of Managed Accounts | $23,000 | 767 |
Number of Non-Managed Accounts | $71,000 | 322 |
Total fiduciary and related assets | $935,000 | 1,004 |
Managed Assets ($) | $795,000 | 966 |
Non-managed Assets ($) | $140,000 | 828 |
Memoranda | ||
Gross Fiduciary activities income | $9,000 | 928 |
2019-09-30 | 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 | 357 |
Number of Managed Accounts | $0 | 349 |
Number of Non-Managed Accounts | $0 | 341 |
Total fiduciary and related assets | $0 | 357 |
Managed Assets ($) | $0 | 349 |
Non-managed Assets ($) | $0 | 341 |
Memoranda | ||
Gross Fiduciary activities income | $9,000 | 895 |
2019-06-30 | 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 | 395 |
Number of Managed Accounts | $0 | 387 |
Number of Non-Managed Accounts | $0 | 381 |
Total fiduciary and related assets | $0 | 395 |
Managed Assets ($) | $0 | 387 |
Non-managed Assets ($) | $0 | 381 |
Memoranda | ||
Gross Fiduciary activities income | $9,000 | 871 |
2019-03-31 | 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 | 402 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $0 | 402 |
Managed Assets ($) | $0 | 393 |
Non-managed Assets ($) | $0 | 384 |
Memoranda | ||
Gross Fiduciary activities income | $7,000 | 839 |
2018-12-31 | 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 | $106,000 | 666 |
Number of Managed Accounts | $23,000 | 792 |
Number of Non-Managed Accounts | $83,000 | 290 |
Total fiduciary and related assets | $940,000 | 1,043 |
Managed Assets ($) | $784,000 | 1,004 |
Non-managed Assets ($) | $156,000 | 855 |
Memoranda | ||
Gross Fiduciary activities income | $9,000 | 956 |
2018-09-30 | 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 | 405 |
Number of Managed Accounts | $0 | 396 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 396 |
Non-managed Assets ($) | $0 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $7,000 | 934 |
2018-06-30 | 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 | 407 |
Number of Managed Accounts | $0 | 398 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 407 |
Managed Assets ($) | $0 | 398 |
Non-managed Assets ($) | $0 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $7,000 | 915 |
2018-03-31 | 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 | 410 |
Number of Managed Accounts | $0 | 399 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 410 |
Managed Assets ($) | $0 | 398 |
Non-managed Assets ($) | $0 | 394 |
Memoranda | ||
Gross Fiduciary activities income | $5,000 | 887 |
2017-12-31 | 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 | $103,000 | 687 |
Number of Managed Accounts | $23,000 | 821 |
Number of Non-Managed Accounts | $80,000 | 302 |
Total fiduciary and related assets | $1,002,000 | 1,072 |
Managed Assets ($) | $781,000 | 1,026 |
Non-managed Assets ($) | $221,000 | 868 |
Memoranda | ||
Gross Fiduciary activities income | $10,000 | 980 |
2017-09-30 | 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 | 401 |
Number of Managed Accounts | $0 | 391 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $0 | 401 |
Managed Assets ($) | $0 | 391 |
Non-managed Assets ($) | $0 | 384 |
Memoranda | ||
Gross Fiduciary activities income | $10,000 | 939 |
2017-06-30 | 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 | 403 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $0 | 403 |
Managed Assets ($) | $0 | 393 |
Non-managed Assets ($) | $0 | 386 |
Memoranda | ||
Gross Fiduciary activities income | $10,000 | 914 |
2017-03-31 | 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 | 406 |
Number of Managed Accounts | $0 | 396 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $0 | 406 |
Managed Assets ($) | $0 | 396 |
Non-managed Assets ($) | $0 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $8,000 | 883 |
2016-12-31 | 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 | $107,000 | 703 |
Number of Managed Accounts | $23,000 | 851 |
Number of Non-Managed Accounts | $84,000 | 301 |
Total fiduciary and related assets | $896,000 | 1,117 |
Managed Assets ($) | $784,000 | 1,072 |
Non-managed Assets ($) | $112,000 | 927 |
Memoranda | ||
Gross Fiduciary activities income | $12,000 | 1,003 |
2016-09-30 | 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 | 414 |
Number of Managed Accounts | $0 | 402 |
Number of Non-Managed Accounts | $0 | 399 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 397 |
Memoranda | ||
Gross Fiduciary activities income | $12,000 | 962 |
2016-06-30 | 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 | 419 |
Number of Managed Accounts | $0 | 406 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 406 |
Non-managed Assets ($) | $0 | 403 |
Memoranda | ||
Gross Fiduciary activities income | $12,000 | 937 |
2016-03-31 | 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 | 418 |
Number of Managed Accounts | $0 | 406 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 407 |
Non-managed Assets ($) | $0 | 403 |
Memoranda | ||
Gross Fiduciary activities income | $10,000 | 893 |
2015-12-31 | 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 | $97,000 | 735 |
Number of Managed Accounts | $24,000 | 863 |
Number of Non-Managed Accounts | $73,000 | 342 |
Total fiduciary and related assets | $1,264,000 | 1,120 |
Managed Assets ($) | $1,146,000 | 1,070 |
Non-managed Assets ($) | $118,000 | 953 |
Memoranda | ||
Gross Fiduciary activities income | $13,000 | 1,021 |
2015-09-30 | 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 | 414 |
Number of Managed Accounts | $0 | 401 |
Number of Non-Managed Accounts | $0 | 398 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 397 |
Memoranda | ||
Gross Fiduciary activities income | $13,000 | 983 |
2015-06-30 | 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 | 420 |
Number of Managed Accounts | $0 | 405 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 405 |
Non-managed Assets ($) | $0 | 401 |
Memoranda | ||
Gross Fiduciary activities income | $13,000 | 959 |
2015-03-31 | 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 | 418 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 403 |
Non-managed Assets ($) | $0 | 402 |
Memoranda | ||
Gross Fiduciary activities income | $10,000 | 927 |
2014-12-31 | 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 | $96,000 | 758 |
Number of Managed Accounts | $23,000 | 899 |
Number of Non-Managed Accounts | $73,000 | 363 |
Total fiduciary and related assets | $985,000 | 1,187 |
Managed Assets ($) | $800,000 | 1,141 |
Non-managed Assets ($) | $185,000 | 986 |
Memoranda | ||
Gross Fiduciary activities income | $14,000 | 1,047 |
2014-09-30 | 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 | 417 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 402 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 402 |
Non-managed Assets ($) | $0 | 400 |
Memoranda | ||
Gross Fiduciary activities income | $14,000 | 1,006 |
2014-06-30 | 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 | 417 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 404 |
Non-managed Assets ($) | $0 | 402 |
Memoranda | ||
Gross Fiduciary activities income | $14,000 | 976 |
2014-03-31 | 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 | 424 |
Number of Managed Accounts | $0 | 411 |
Number of Non-Managed Accounts | $0 | 408 |
Total fiduciary and related assets | $0 | 423 |
Managed Assets ($) | $0 | 411 |
Non-managed Assets ($) | $0 | 406 |
Memoranda | ||
Gross Fiduciary activities income | $11,000 | 936 |
2013-12-31 | 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 | $96,000 | 770 |
Number of Managed Accounts | $25,000 | 913 |
Number of Non-Managed Accounts | $71,000 | 382 |
Total fiduciary and related assets | $909,000 | 1,227 |
Managed Assets ($) | $802,000 | 1,165 |
Non-managed Assets ($) | $107,000 | 1,032 |
Memoranda | ||
Gross Fiduciary activities income | $20,000 | 1,043 |
2013-09-30 | 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 | 406 |
Number of Managed Accounts | $0 | 391 |
Number of Non-Managed Accounts | $0 | 390 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $0 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $20,000 | 1,003 |
2013-06-30 | 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 | 410 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $0 | 389 |
Memoranda | ||
Gross Fiduciary activities income | $20,000 | 966 |
2013-03-31 | 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 | 414 |
Number of Managed Accounts | $0 | 400 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 412 |
Managed Assets ($) | $0 | 399 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | $15,000 | 926 |
2012-12-31 | 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 | $26,000 | 1,062 |
Number of Managed Accounts | $26,000 | 926 |
Number of Non-Managed Accounts | $0 | 1,135 |
Total fiduciary and related assets | $1,054,000 | 1,239 |
Managed Assets ($) | $1,054,000 | 1,172 |
Non-managed Assets ($) | $0 | 1,126 |
Memoranda | ||
Gross Fiduciary activities income | $16,000 | 1,085 |
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 | $16,000 | 1,044 |
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 | $16,000 | 1,007 |
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 | $10,000 | 985 |
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 | $27,000 | 1,081 |
Number of Managed Accounts | $26,000 | 946 |
Number of Non-Managed Accounts | $1,000 | 1,106 |
Total fiduciary and related assets | $1,334,000 | 1,255 |
Managed Assets ($) | $1,067,000 | 1,206 |
Non-managed Assets ($) | $267,000 | 1,030 |
Memoranda | ||
Gross Fiduciary activities income | $19,000 | 1,037 |
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 | $0 | 417 |
Number of Managed Accounts | $0 | 397 |
Number of Non-Managed Accounts | $0 | 395 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 397 |
Non-managed Assets ($) | $0 | 393 |
Memoranda | ||
Gross Fiduciary activities income | $18,000 | 991 |
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 | $0 | 423 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 400 |
Total fiduciary and related assets | $0 | 421 |
Managed Assets ($) | $0 | 403 |
Non-managed Assets ($) | $0 | 398 |
Memoranda | ||
Gross Fiduciary activities income | $16,000 | 961 |
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 | $0 | 428 |
Number of Managed Accounts | $0 | 410 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 427 |
Managed Assets ($) | $0 | 410 |
Non-managed Assets ($) | $0 | 403 |
Memoranda | ||
Gross Fiduciary activities income | $11,000 | 935 |
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 | $106,000 | 805 |
Number of Managed Accounts | $26,000 | 991 |
Number of Non-Managed Accounts | $80,000 | 382 |
Total fiduciary and related assets | $1,336,000 | 1,318 |
Managed Assets ($) | $1,024,000 | 1,268 |
Non-managed Assets ($) | $312,000 | 1,065 |
Memoranda | ||
Gross Fiduciary activities income | $21,000 | 1,059 |
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 | $0 | 412 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Non-managed Assets ($) | $0 | 389 |
Memoranda | ||
Gross Fiduciary activities income | $21,000 | 1,015 |
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 | $0 | 414 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | $19,000 | 992 |
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 | $0 | 421 |
Number of Managed Accounts | $0 | 397 |
Number of Non-Managed Accounts | $0 | 401 |
Total fiduciary and related assets | $0 | 419 |
Managed Assets ($) | $0 | 397 |
Non-managed Assets ($) | $0 | 399 |
Memoranda | ||
Gross Fiduciary activities income | $1,000 | 1,185 |
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 | $105,000 | 827 |
Number of Managed Accounts | $26,000 | 1,014 |
Number of Non-Managed Accounts | $79,000 | 396 |
Total fiduciary and related assets | $1,389,000 | 1,352 |
Managed Assets ($) | $985,000 | 1,297 |
Non-managed Assets ($) | $404,000 | 1,079 |
Memoranda | ||
Gross Fiduciary activities income | $20,000 | 1,095 |
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 | $0 | 409 |
Number of Managed Accounts | $0 | 386 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Non-managed Assets ($) | $0 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $20,000 | 1,026 |
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 | $0 | 415 |
Number of Managed Accounts | $0 | 392 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $0 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $18,000 | 997 |
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 | $0 | 418 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | $12,000 | 969 |
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 | $136,000 | 763 |
Number of Managed Accounts | $26,000 | 1,029 |
Number of Non-Managed Accounts | $110,000 | 335 |
Total fiduciary and related assets | $1,187,000 | 1,398 |
Managed Assets ($) | $947,000 | 1,340 |
Non-managed Assets ($) | $240,000 | 1,124 |
Memoranda | ||
Gross Fiduciary activities income | $22,000 | 1,101 |
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 | $0 | 441 |
Number of Managed Accounts | $0 | 419 |
Number of Non-Managed Accounts | $0 | 421 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Non-managed Assets ($) | $0 | 420 |
Memoranda | ||
Gross Fiduciary activities income | $20,000 | 1,059 |
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 | $0 | 450 |
Number of Managed Accounts | $0 | 425 |
Number of Non-Managed Accounts | $0 | 427 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Non-managed Assets ($) | $0 | 426 |
Memoranda | ||
Gross Fiduciary activities income | $18,000 | 1,030 |
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 | $0 | 460 |
Number of Managed Accounts | $0 | 434 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Non-managed Assets ($) | $0 | 431 |
Memoranda | ||
Gross Fiduciary activities income | $11,000 | 1,012 |
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 | $146,000 | 763 |
Number of Managed Accounts | $26,000 | 1,065 |
Number of Non-Managed Accounts | $120,000 | 323 |
Total fiduciary and related assets | $1,124,000 | 1,452 |
Managed Assets ($) | $892,000 | 1,394 |
Non-managed Assets ($) | $232,000 | 1,174 |
Memoranda | ||
Gross Fiduciary activities income | $22,000 | 1,138 |
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 | $0 | 444 |
Number of Managed Accounts | $0 | 421 |
Number of Non-Managed Accounts | $0 | 417 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Non-managed Assets ($) | $0 | 416 |
Memoranda | ||
Gross Fiduciary activities income | $20,000 | 1,082 |
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 | $0 | 450 |
Number of Managed Accounts | $0 | 427 |
Number of Non-Managed Accounts | $0 | 422 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Non-managed Assets ($) | $0 | 421 |
Memoranda | ||
Gross Fiduciary activities income | $19,000 | 1,043 |
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 | $0 | 451 |
Number of Managed Accounts | $0 | 427 |
Number of Non-Managed Accounts | $0 | 425 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Non-managed Assets ($) | $0 | 424 |
Memoranda | ||
Gross Fiduciary activities income | $12,000 | 1,023 |
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 | $135,000 | 791 |
Number of Managed Accounts | $26,000 | 1,069 |
Number of Non-Managed Accounts | $109,000 | 349 |
Total fiduciary and related assets | $1,052,000 | 1,496 |
Managed Assets ($) | $830,000 | 1,425 |
Non-managed Assets ($) | $222,000 | 1,199 |
Memoranda | ||
Gross Fiduciary activities income | $25,000 | 1,145 |
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 | $0 | 432 |
Number of Managed Accounts | $0 | 409 |
Number of Non-Managed Accounts | $0 | 409 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Non-managed Assets ($) | $0 | 408 |
Memoranda | ||
Gross Fiduciary activities income | $19,000 | 1,113 |
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 | $0 | 435 |
Number of Managed Accounts | $0 | 413 |
Number of Non-Managed Accounts | $0 | 412 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Non-managed Assets ($) | $0 | 411 |
Memoranda | ||
Gross Fiduciary activities income | $18,000 | 1,085 |
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 | $0 | 458 |
Number of Managed Accounts | $0 | 437 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Non-managed Assets ($) | $0 | 422 |
Memoranda | ||
Gross Fiduciary activities income | $13,000 | 1,040 |
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 | $127,000 | 830 |
Number of Managed Accounts | $24,000 | 1,133 |
Number of Non-Managed Accounts | $103,000 | 378 |
Total fiduciary and related assets | $1,151,000 | 1,525 |
Managed Assets ($) | $903,000 | 1,463 |
Non-managed Assets ($) | $248,000 | 1,224 |
Memoranda | ||
Gross Fiduciary activities income | $13,000 | 1,262 |
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 | $13,000 | 1,183 |
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 | $0 | 460 |
Number of Managed Accounts | $0 | 435 |
Number of Non-Managed Accounts | $0 | 431 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | $13,000 | 1,120 |
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 | $0 | 465 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 431 |
Memoranda | ||
Gross Fiduciary activities income | $4,000 | 1,192 |
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 | $114,000 | 886 |
Number of Managed Accounts | $28,000 | 1,105 |
Number of Non-Managed Accounts | $86,000 | 441 |
Total fiduciary and related assets | $887,000 | 1,582 |
Managed Assets ($) | $683,000 | 1,516 |
Non-managed Assets ($) | $204,000 | 1,243 |
Memoranda | ||
Gross Fiduciary activities income | $9,000 | 1,335 |
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 | $0 | 453 |
Number of Managed Accounts | $0 | 424 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Non-managed Assets ($) | $0 | 421 |
Memoranda | ||
Gross Fiduciary activities income | $8,000 | 1,279 |
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 | $0 | 462 |
Number of Managed Accounts | $0 | 429 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | $8,000 | 1,219 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 436 |
Memoranda | ||
Gross Fiduciary activities income | $4,000 | 1,216 |
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 | $100,000 | 949 |
Number of Managed Accounts | $28,000 | 1,140 |
Number of Non-Managed Accounts | $72,000 | 517 |
Total fiduciary and related assets | $575,000 | 1,677 |
Managed Assets ($) | $575,000 | 1,570 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda | ||
Gross Fiduciary activities income | $8,000 | 1,392 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Number of Non-Managed Accounts | $0 | 446 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Non-managed Assets ($) | $0 | 445 |
Memoranda | ||
Gross Fiduciary activities income | $7,000 | 1,337 |
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 | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Number of Non-Managed Accounts | $0 | 448 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Non-managed Assets ($) | $0 | 447 |
Memoranda | ||
Gross Fiduciary activities income | $7,000 | 1,277 |
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 | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Number of Non-Managed Accounts | $0 | 460 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Non-managed Assets ($) | $0 | 458 |
Memoranda | ||
Gross Fiduciary activities income | $3,000 | 1,293 |
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 | $88,000 | 1,001 |
Number of Managed Accounts | $28,000 | 1,189 |
Number of Non-Managed Accounts | $60,000 | 576 |
Total fiduciary and related assets | $556,000 | 1,729 |
Managed Assets ($) | $556,000 | 1,621 |
Non-managed Assets ($) | $0 | 1,452 |
Memoranda | ||
Gross Fiduciary activities income | $12,000 | 1,373 |
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 | $28,000 | 1,331 |
Number of Managed Accounts | $28,000 | 1,159 |
Number of Non-Managed Accounts | $0 | 1,385 |
Total fiduciary and related assets | $532,000 | 1,694 |
Managed Assets ($) | $532,000 | 1,599 |
Non-managed Assets ($) | $0 | 1,377 |
Memoranda | ||
Gross Fiduciary activities income | $8,000 | 1,472 |
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 | $4,000 | 1,270 |
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 | $7,000 | 1,292 |
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 | $1,000 | 1,376 |
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 | $2,000 | 1,413 |
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 | $1,000 | 1,500 |
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 | $1,000 | 1,568 |
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 |