Home > Soy Capital Bank and Trust Company > Fiduciary and Related Services
Soy Capital Bank and Trust Company, Fiduciary and Related Services
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $0 | 1,187 |
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 | $0 | 972 |
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 | $1,048,000 | 215 |
Number of Managed Accounts | $482,000 | 294 |
Number of Non-Managed Accounts | $566,000 | 92 |
Total fiduciary and related assets | $2,043,526,000 | 128 |
Managed Assets ($) | $467,389,000 | 242 |
Non-managed Assets ($) | $1,576,137,000 | 83 |
Memoranda | ||
Gross Fiduciary activities income | $1,658,000 | 382 |
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 | $1,042,000 | 211 |
Number of Managed Accounts | $476,000 | 277 |
Number of Non-Managed Accounts | $566,000 | 84 |
Total fiduciary and related assets | $2,042,860,000 | 131 |
Managed Assets ($) | $497,594,000 | 241 |
Non-managed Assets ($) | $1,545,266,000 | 82 |
Memoranda | ||
Gross Fiduciary activities income | $5,932,000 | 164 |
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 | $1,042,000 | 210 |
Number of Managed Accounts | $473,000 | 282 |
Number of Non-Managed Accounts | $569,000 | 81 |
Total fiduciary and related assets | $2,041,758,000 | 129 |
Managed Assets ($) | $487,176,000 | 242 |
Non-managed Assets ($) | $1,554,582,000 | 84 |
Memoranda | ||
Gross Fiduciary activities income | $4,508,000 | 151 |
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 | $1,057,000 | 210 |
Number of Managed Accounts | $480,000 | 279 |
Number of Non-Managed Accounts | $577,000 | 84 |
Total fiduciary and related assets | $2,086,904,000 | 129 |
Managed Assets ($) | $490,004,000 | 238 |
Non-managed Assets ($) | $1,596,900,000 | 81 |
Memoranda | ||
Gross Fiduciary activities income | $2,346,000 | 149 |
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 | $1,070,000 | 216 |
Number of Managed Accounts | $487,000 | 293 |
Number of Non-Managed Accounts | $583,000 | 88 |
Total fiduciary and related assets | $2,092,187,000 | 129 |
Managed Assets ($) | $472,622,000 | 245 |
Non-managed Assets ($) | $1,619,565,000 | 81 |
Memoranda | ||
Gross Fiduciary activities income | $7,597,000 | 162 |
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 | $1,071,000 | 207 |
Number of Managed Accounts | $482,000 | 272 |
Number of Non-Managed Accounts | $589,000 | 78 |
Total fiduciary and related assets | $2,088,631,000 | 127 |
Managed Assets ($) | $465,716,000 | 247 |
Non-managed Assets ($) | $1,622,915,000 | 79 |
Memoranda | ||
Gross Fiduciary activities income | $5,408,000 | 166 |
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 | $1,073,000 | 205 |
Number of Managed Accounts | $489,000 | 272 |
Number of Non-Managed Accounts | $584,000 | 78 |
Total fiduciary and related assets | $2,112,948,000 | 122 |
Managed Assets ($) | $467,061,000 | 243 |
Non-managed Assets ($) | $1,645,887,000 | 77 |
Memoranda | ||
Gross Fiduciary activities income | $3,873,000 | 156 |
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 | $1,067,000 | 204 |
Number of Managed Accounts | $487,000 | 273 |
Number of Non-Managed Accounts | $580,000 | 77 |
Total fiduciary and related assets | $2,095,175,000 | 121 |
Managed Assets ($) | $455,613,000 | 248 |
Non-managed Assets ($) | $1,639,562,000 | 78 |
Memoranda | ||
Gross Fiduciary activities income | $1,985,000 | 152 |
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 | $1,063,000 | 205 |
Number of Managed Accounts | $485,000 | 289 |
Number of Non-Managed Accounts | $578,000 | 86 |
Total fiduciary and related assets | $2,135,247,000 | 120 |
Managed Assets ($) | $449,076,000 | 245 |
Non-managed Assets ($) | $1,686,171,000 | 73 |
Memoranda | ||
Gross Fiduciary activities income | $7,587,000 | 153 |
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 | $1,058,000 | 202 |
Number of Managed Accounts | $476,000 | 275 |
Number of Non-Managed Accounts | $582,000 | 79 |
Total fiduciary and related assets | $2,133,643,000 | 121 |
Managed Assets ($) | $454,832,000 | 239 |
Non-managed Assets ($) | $1,678,811,000 | 74 |
Memoranda | ||
Gross Fiduciary activities income | $5,398,000 | 153 |
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 | $1,048,000 | 206 |
Number of Managed Accounts | $466,000 | 278 |
Number of Non-Managed Accounts | $582,000 | 80 |
Total fiduciary and related assets | $2,116,234,000 | 120 |
Managed Assets ($) | $450,742,000 | 244 |
Non-managed Assets ($) | $1,665,492,000 | 75 |
Memoranda | ||
Gross Fiduciary activities income | $3,642,000 | 154 |
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 | $1,032,000 | 205 |
Number of Managed Accounts | $444,000 | 282 |
Number of Non-Managed Accounts | $588,000 | 82 |
Total fiduciary and related assets | $2,131,084,000 | 116 |
Managed Assets ($) | $455,183,000 | 238 |
Non-managed Assets ($) | $1,675,901,000 | 73 |
Memoranda | ||
Gross Fiduciary activities income | $1,854,000 | 153 |
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 | $1,026,000 | 211 |
Number of Managed Accounts | $447,000 | 296 |
Number of Non-Managed Accounts | $579,000 | 91 |
Total fiduciary and related assets | $2,204,743,000 | 112 |
Managed Assets ($) | $450,386,000 | 240 |
Non-managed Assets ($) | $1,754,357,000 | 69 |
Memoranda | ||
Gross Fiduciary activities income | $8,194,000 | 146 |
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 | $1,016,000 | 205 |
Number of Managed Accounts | $447,000 | 280 |
Number of Non-Managed Accounts | $569,000 | 83 |
Total fiduciary and related assets | $2,168,009,000 | 116 |
Managed Assets ($) | $443,864,000 | 236 |
Non-managed Assets ($) | $1,724,145,000 | 72 |
Memoranda | ||
Gross Fiduciary activities income | $6,164,000 | 147 |
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 | $1,010,000 | 209 |
Number of Managed Accounts | $443,000 | 284 |
Number of Non-Managed Accounts | $567,000 | 83 |
Total fiduciary and related assets | $2,185,880,000 | 118 |
Managed Assets ($) | $453,794,000 | 245 |
Non-managed Assets ($) | $1,732,086,000 | 72 |
Memoranda | ||
Gross Fiduciary activities income | $4,231,000 | 144 |
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 | $1,012,000 | 207 |
Number of Managed Accounts | $446,000 | 282 |
Number of Non-Managed Accounts | $566,000 | 88 |
Total fiduciary and related assets | $2,181,257,000 | 118 |
Managed Assets ($) | $453,890,000 | 244 |
Non-managed Assets ($) | $1,727,367,000 | 74 |
Memoranda | ||
Gross Fiduciary activities income | $2,196,000 | 139 |
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 | $1,020,000 | 213 |
Number of Managed Accounts | $449,000 | 299 |
Number of Non-Managed Accounts | $571,000 | 95 |
Total fiduciary and related assets | $2,233,798,000 | 114 |
Managed Assets ($) | $459,509,000 | 241 |
Non-managed Assets ($) | $1,774,289,000 | 71 |
Memoranda | ||
Gross Fiduciary activities income | $9,127,000 | 129 |
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 | $1,017,000 | 209 |
Number of Managed Accounts | $446,000 | 282 |
Number of Non-Managed Accounts | $571,000 | 85 |
Total fiduciary and related assets | $2,193,729,000 | 114 |
Managed Assets ($) | $453,804,000 | 242 |
Non-managed Assets ($) | $1,739,925,000 | 74 |
Memoranda | ||
Gross Fiduciary activities income | $6,514,000 | 130 |
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 | $1,016,000 | 210 |
Number of Managed Accounts | $441,000 | 283 |
Number of Non-Managed Accounts | $575,000 | 84 |
Total fiduciary and related assets | $2,211,778,000 | 113 |
Managed Assets ($) | $456,623,000 | 241 |
Non-managed Assets ($) | $1,755,155,000 | 75 |
Memoranda | ||
Gross Fiduciary activities income | $4,472,000 | 130 |
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 | $998,000 | 212 |
Number of Managed Accounts | $426,000 | 289 |
Number of Non-Managed Accounts | $572,000 | 89 |
Total fiduciary and related assets | $2,223,963,000 | 112 |
Managed Assets ($) | $429,708,000 | 243 |
Non-managed Assets ($) | $1,794,255,000 | 70 |
Memoranda | ||
Gross Fiduciary activities income | $2,426,000 | 126 |
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 | $1,006,000 | 220 |
Number of Managed Accounts | $427,000 | 305 |
Number of Non-Managed Accounts | $579,000 | 97 |
Total fiduciary and related assets | $2,042,284,000 | 120 |
Managed Assets ($) | $426,268,000 | 241 |
Non-managed Assets ($) | $1,616,016,000 | 77 |
Memoranda | ||
Gross Fiduciary activities income | $9,678,000 | 126 |
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 | $1,006,000 | 204 |
Number of Managed Accounts | $427,000 | 278 |
Number of Non-Managed Accounts | $579,000 | 88 |
Total fiduciary and related assets | $1,897,716,000 | 119 |
Managed Assets ($) | $421,540,000 | 236 |
Non-managed Assets ($) | $1,476,176,000 | 79 |
Memoranda | ||
Gross Fiduciary activities income | $7,358,000 | 120 |
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 | $1,022,000 | 202 |
Number of Managed Accounts | $424,000 | 277 |
Number of Non-Managed Accounts | $598,000 | 85 |
Total fiduciary and related assets | $1,914,063,000 | 118 |
Managed Assets ($) | $417,876,000 | 229 |
Non-managed Assets ($) | $1,496,187,000 | 78 |
Memoranda | ||
Gross Fiduciary activities income | $5,195,000 | 115 |
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 | $1,013,000 | 204 |
Number of Managed Accounts | $418,000 | 278 |
Number of Non-Managed Accounts | $595,000 | 88 |
Total fiduciary and related assets | $1,916,654,000 | 120 |
Managed Assets ($) | $361,674,000 | 250 |
Non-managed Assets ($) | $1,554,980,000 | 78 |
Memoranda | ||
Gross Fiduciary activities income | $2,417,000 | 119 |
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 | $981,000 | 214 |
Number of Managed Accounts | $403,000 | 319 |
Number of Non-Managed Accounts | $578,000 | 97 |
Total fiduciary and related assets | $1,686,496,000 | 126 |
Managed Assets ($) | $348,866,000 | 251 |
Non-managed Assets ($) | $1,337,630,000 | 82 |
Memoranda | ||
Gross Fiduciary activities income | $8,509,000 | 125 |
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 | $1,002,000 | 198 |
Number of Managed Accounts | $420,000 | 273 |
Number of Non-Managed Accounts | $582,000 | 82 |
Total fiduciary and related assets | $1,642,068,000 | 126 |
Managed Assets ($) | $366,812,000 | 241 |
Non-managed Assets ($) | $1,275,256,000 | 81 |
Memoranda | ||
Gross Fiduciary activities income | $6,065,000 | 127 |
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 | $1,002,000 | 197 |
Number of Managed Accounts | $419,000 | 273 |
Number of Non-Managed Accounts | $583,000 | 85 |
Total fiduciary and related assets | $1,645,991,000 | 124 |
Managed Assets ($) | $364,453,000 | 232 |
Non-managed Assets ($) | $1,281,538,000 | 82 |
Memoranda | ||
Gross Fiduciary activities income | $4,208,000 | 124 |
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 | $1,089,000 | 186 |
Number of Managed Accounts | $435,000 | 264 |
Number of Non-Managed Accounts | $654,000 | 82 |
Total fiduciary and related assets | $1,670,827,000 | 123 |
Managed Assets ($) | $354,166,000 | 237 |
Non-managed Assets ($) | $1,316,661,000 | 80 |
Memoranda | ||
Gross Fiduciary activities income | $2,478,000 | 111 |
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 | $1,096,000 | 195 |
Number of Managed Accounts | $424,000 | 311 |
Number of Non-Managed Accounts | $672,000 | 92 |
Total fiduciary and related assets | $1,547,023,000 | 125 |
Managed Assets ($) | $354,282,000 | 235 |
Non-managed Assets ($) | $1,192,741,000 | 80 |
Memoranda | ||
Gross Fiduciary activities income | $8,623,000 | 105 |
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 | $1,078,000 | 189 |
Number of Managed Accounts | $425,000 | 270 |
Number of Non-Managed Accounts | $653,000 | 81 |
Total fiduciary and related assets | $1,386,669,000 | 129 |
Managed Assets ($) | $356,421,000 | 228 |
Non-managed Assets ($) | $1,030,248,000 | 83 |
Memoranda | ||
Gross Fiduciary activities income | $6,265,000 | 110 |
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 | $1,083,000 | 189 |
Number of Managed Accounts | $427,000 | 271 |
Number of Non-Managed Accounts | $656,000 | 84 |
Total fiduciary and related assets | $1,423,076,000 | 132 |
Managed Assets ($) | $356,094,000 | 235 |
Non-managed Assets ($) | $1,066,982,000 | 86 |
Memoranda | ||
Gross Fiduciary activities income | $4,335,000 | 108 |
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 | $1,086,000 | 190 |
Number of Managed Accounts | $439,000 | 269 |
Number of Non-Managed Accounts | $647,000 | 83 |
Total fiduciary and related assets | $1,434,212,000 | 131 |
Managed Assets ($) | $355,467,000 | 235 |
Non-managed Assets ($) | $1,078,745,000 | 87 |
Memoranda | ||
Gross Fiduciary activities income | $2,398,000 | 97 |
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 | $1,118,000 | 195 |
Number of Managed Accounts | $428,000 | 317 |
Number of Non-Managed Accounts | $690,000 | 95 |
Total fiduciary and related assets | $1,338,004,000 | 138 |
Managed Assets ($) | $338,630,000 | 241 |
Non-managed Assets ($) | $999,374,000 | 90 |
Memoranda | ||
Gross Fiduciary activities income | $7,187,000 | 113 |
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 | $1,126,000 | 178 |
Number of Managed Accounts | $431,000 | 266 |
Number of Non-Managed Accounts | $695,000 | 84 |
Total fiduciary and related assets | $1,296,618,000 | 138 |
Managed Assets ($) | $335,238,000 | 234 |
Non-managed Assets ($) | $961,380,000 | 90 |
Memoranda | ||
Gross Fiduciary activities income | $4,746,000 | 126 |
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 | $1,134,000 | 177 |
Number of Managed Accounts | $440,000 | 264 |
Number of Non-Managed Accounts | $694,000 | 84 |
Total fiduciary and related assets | $1,282,052,000 | 131 |
Managed Assets ($) | $327,625,000 | 229 |
Non-managed Assets ($) | $954,427,000 | 90 |
Memoranda | ||
Gross Fiduciary activities income | $3,416,000 | 120 |
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 | $1,148,000 | 172 |
Number of Managed Accounts | $455,000 | 259 |
Number of Non-Managed Accounts | $693,000 | 87 |
Total fiduciary and related assets | $1,250,757,000 | 140 |
Managed Assets ($) | $335,458,000 | 230 |
Non-managed Assets ($) | $915,299,000 | 90 |
Memoranda | ||
Gross Fiduciary activities income | $1,737,000 | 119 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,178,000 | 188 |
Number of Managed Accounts | $476,000 | 292 |
Number of Non-Managed Accounts | $702,000 | 101 |
Total fiduciary and related assets | $808,532,000 | 174 |
Managed Assets ($) | $337,956,000 | 232 |
Non-managed Assets ($) | $470,576,000 | 112 |
Memoranda | ||
Gross Fiduciary activities income | $6,661,000 | 118 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,161,000 | 176 |
Number of Managed Accounts | $469,000 | 254 |
Number of Non-Managed Accounts | $692,000 | 89 |
Total fiduciary and related assets | $1,282,702,000 | 137 |
Managed Assets ($) | $334,830,000 | 233 |
Non-managed Assets ($) | $947,872,000 | 94 |
Memoranda | ||
Gross Fiduciary activities income | $4,737,000 | 121 |
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 | $1,172,000 | 177 |
Number of Managed Accounts | $484,000 | 253 |
Number of Non-Managed Accounts | $688,000 | 88 |
Total fiduciary and related assets | $1,287,203,000 | 133 |
Managed Assets ($) | $330,769,000 | 232 |
Non-managed Assets ($) | $956,434,000 | 91 |
Memoranda | ||
Gross Fiduciary activities income | $3,248,000 | 122 |
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 | $1,155,000 | 179 |
Number of Managed Accounts | $474,000 | 257 |
Number of Non-Managed Accounts | $681,000 | 87 |
Total fiduciary and related assets | $1,258,958,000 | 127 |
Managed Assets ($) | $300,321,000 | 237 |
Non-managed Assets ($) | $958,637,000 | 84 |
Memoranda | ||
Gross Fiduciary activities income | $1,651,000 | 116 |
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 | $1,148,000 | 195 |
Number of Managed Accounts | $469,000 | 295 |
Number of Non-Managed Accounts | $679,000 | 105 |
Total fiduciary and related assets | $1,239,467,000 | 137 |
Managed Assets ($) | $305,123,000 | 238 |
Non-managed Assets ($) | $934,344,000 | 89 |
Memoranda | ||
Gross Fiduciary activities income | $6,680,000 | 128 |
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 | $1,158,000 | 183 |
Number of Managed Accounts | $471,000 | 264 |
Number of Non-Managed Accounts | $687,000 | 92 |
Total fiduciary and related assets | $1,237,611,000 | 141 |
Managed Assets ($) | $318,802,000 | 243 |
Non-managed Assets ($) | $918,809,000 | 99 |
Memoranda | ||
Gross Fiduciary activities income | $4,928,000 | 132 |
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 | $1,122,000 | 196 |
Number of Managed Accounts | $449,000 | 273 |
Number of Non-Managed Accounts | $673,000 | 93 |
Total fiduciary and related assets | $1,177,782,000 | 158 |
Managed Assets ($) | $324,025,000 | 247 |
Non-managed Assets ($) | $853,757,000 | 108 |
Memoranda | ||
Gross Fiduciary activities income | $3,506,000 | 129 |
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 | $1,123,000 | 195 |
Number of Managed Accounts | $441,000 | 279 |
Number of Non-Managed Accounts | $682,000 | 91 |
Total fiduciary and related assets | $1,188,617,000 | 165 |
Managed Assets ($) | $326,594,000 | 254 |
Non-managed Assets ($) | $862,023,000 | 110 |
Memoranda | ||
Gross Fiduciary activities income | $1,903,000 | 121 |
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 | $1,180,000 | 194 |
Number of Managed Accounts | $439,000 | 307 |
Number of Non-Managed Accounts | $741,000 | 98 |
Total fiduciary and related assets | $1,770,242,000 | 127 |
Managed Assets ($) | $329,171,000 | 259 |
Non-managed Assets ($) | $1,441,071,000 | 85 |
Memoranda | ||
Gross Fiduciary activities income | $6,729,000 | 132 |
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 | $1,171,000 | 178 |
Number of Managed Accounts | $425,000 | 272 |
Number of Non-Managed Accounts | $746,000 | 84 |
Total fiduciary and related assets | $1,043,931,000 | 176 |
Managed Assets ($) | $321,053,000 | 257 |
Non-managed Assets ($) | $722,878,000 | 114 |
Memoranda | ||
Gross Fiduciary activities income | $4,997,000 | 132 |
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 | $1,161,000 | 182 |
Number of Managed Accounts | $406,000 | 281 |
Number of Non-Managed Accounts | $755,000 | 83 |
Total fiduciary and related assets | $1,035,168,000 | 184 |
Managed Assets ($) | $306,829,000 | 271 |
Non-managed Assets ($) | $728,339,000 | 121 |
Memoranda | ||
Gross Fiduciary activities income | $3,782,000 | 127 |
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 | $1,161,000 | 180 |
Number of Managed Accounts | $405,000 | 283 |
Number of Non-Managed Accounts | $756,000 | 84 |
Total fiduciary and related assets | $1,032,770,000 | 181 |
Managed Assets ($) | $292,640,000 | 275 |
Non-managed Assets ($) | $740,130,000 | 120 |
Memoranda | ||
Gross Fiduciary activities income | $1,702,000 | 132 |
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 | $1,183,000 | 192 |
Number of Managed Accounts | $408,000 | 319 |
Number of Non-Managed Accounts | $775,000 | 97 |
Total fiduciary and related assets | $1,014,335,000 | 181 |
Managed Assets ($) | $290,594,000 | 276 |
Non-managed Assets ($) | $723,741,000 | 116 |
Memoranda | ||
Gross Fiduciary activities income | $5,757,000 | 141 |
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 | $1,239,000 | 172 |
Number of Managed Accounts | $1,206,000 | 134 |
Number of Non-Managed Accounts | $33,000 | 308 |
Total fiduciary and related assets | $1,124,635,000 | 176 |
Managed Assets ($) | $1,106,837,000 | 124 |
Non-managed Assets ($) | $17,798,000 | 332 |
Memoranda | ||
Gross Fiduciary activities income | $4,119,000 | 153 |
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 | $1,237,000 | 176 |
Number of Managed Accounts | $1,204,000 | 141 |
Number of Non-Managed Accounts | $33,000 | 317 |
Total fiduciary and related assets | $1,134,845,000 | 173 |
Managed Assets ($) | $1,117,207,000 | 123 |
Non-managed Assets ($) | $17,638,000 | 336 |
Memoranda | ||
Gross Fiduciary activities income | $2,982,000 | 148 |
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 | $1,232,000 | 176 |
Number of Managed Accounts | $1,200,000 | 143 |
Number of Non-Managed Accounts | $32,000 | 320 |
Total fiduciary and related assets | $1,105,331,000 | 176 |
Managed Assets ($) | $1,089,301,000 | 124 |
Non-managed Assets ($) | $16,030,000 | 345 |
Memoranda | ||
Gross Fiduciary activities income | $1,328,000 | 159 |
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 | $1,236,000 | 182 |
Number of Managed Accounts | $1,203,000 | 141 |
Number of Non-Managed Accounts | $33,000 | 683 |
Total fiduciary and related assets | $1,061,837,000 | 178 |
Managed Assets ($) | $1,040,327,000 | 124 |
Non-managed Assets ($) | $21,510,000 | 491 |
Memoranda | ||
Gross Fiduciary activities income | $5,680,000 | 147 |
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 | $1,238,000 | 168 |
Number of Managed Accounts | $1,204,000 | 138 |
Number of Non-Managed Accounts | $34,000 | 314 |
Total fiduciary and related assets | $1,048,481,000 | 176 |
Managed Assets ($) | $1,027,241,000 | 121 |
Non-managed Assets ($) | $21,240,000 | 324 |
Memoranda | ||
Gross Fiduciary activities income | $4,130,000 | 149 |
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 | $1,228,000 | 173 |
Number of Managed Accounts | $1,196,000 | 137 |
Number of Non-Managed Accounts | $32,000 | 328 |
Total fiduciary and related assets | $1,044,059,000 | 171 |
Managed Assets ($) | $1,022,167,000 | 118 |
Non-managed Assets ($) | $21,892,000 | 329 |
Memoranda | ||
Gross Fiduciary activities income | $3,033,000 | 139 |
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 | $1,234,000 | 175 |
Number of Managed Accounts | $1,202,000 | 135 |
Number of Non-Managed Accounts | $32,000 | 326 |
Total fiduciary and related assets | $1,026,695,000 | 178 |
Managed Assets ($) | $1,005,189,000 | 123 |
Non-managed Assets ($) | $21,506,000 | 330 |
Memoranda | ||
Gross Fiduciary activities income | $1,589,000 | 140 |
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 | $1,209,000 | 188 |
Number of Managed Accounts | $1,184,000 | 139 |
Number of Non-Managed Accounts | $25,000 | 776 |
Total fiduciary and related assets | $953,528,000 | 186 |
Managed Assets ($) | $931,268,000 | 129 |
Non-managed Assets ($) | $22,260,000 | 483 |
Memoranda | ||
Gross Fiduciary activities income | $5,228,000 | 149 |
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 | $1,217,000 | 177 |
Number of Managed Accounts | $1,195,000 | 137 |
Number of Non-Managed Accounts | $22,000 | 350 |
Total fiduciary and related assets | $926,535,000 | 182 |
Managed Assets ($) | $905,738,000 | 132 |
Non-managed Assets ($) | $20,797,000 | 328 |
Memoranda | ||
Gross Fiduciary activities income | $3,740,000 | 153 |
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 | $1,225,000 | 176 |
Number of Managed Accounts | $1,203,000 | 135 |
Number of Non-Managed Accounts | $22,000 | 361 |
Total fiduciary and related assets | $950,752,000 | 179 |
Managed Assets ($) | $929,911,000 | 127 |
Non-managed Assets ($) | $20,841,000 | 337 |
Memoranda | ||
Gross Fiduciary activities income | $2,709,000 | 148 |
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 | $1,277,000 | 167 |
Number of Managed Accounts | $1,254,000 | 129 |
Number of Non-Managed Accounts | $23,000 | 364 |
Total fiduciary and related assets | $993,739,000 | 177 |
Managed Assets ($) | $973,007,000 | 124 |
Non-managed Assets ($) | $20,732,000 | 338 |
Memoranda | ||
Gross Fiduciary activities income | $1,429,000 | 142 |
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 | $1,307,000 | 178 |
Number of Managed Accounts | $1,283,000 | 130 |
Number of Non-Managed Accounts | $24,000 | 815 |
Total fiduciary and related assets | $1,000,769,000 | 180 |
Managed Assets ($) | $977,337,000 | 128 |
Non-managed Assets ($) | $23,432,000 | 481 |
Memoranda | ||
Gross Fiduciary activities income | $4,452,000 | 161 |
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 | $1,308,000 | 174 |
Number of Managed Accounts | $1,285,000 | 132 |
Number of Non-Managed Accounts | $23,000 | 365 |
Total fiduciary and related assets | $964,620,000 | 187 |
Managed Assets ($) | $942,443,000 | 133 |
Non-managed Assets ($) | $22,177,000 | 343 |
Memoranda | ||
Gross Fiduciary activities income | $3,249,000 | 170 |
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 | $1,037,000 | 211 |
Number of Managed Accounts | $1,014,000 | 162 |
Number of Non-Managed Accounts | $23,000 | 368 |
Total fiduciary and related assets | $769,640,000 | 213 |
Managed Assets ($) | $747,611,000 | 151 |
Non-managed Assets ($) | $22,029,000 | 347 |
Memoranda | ||
Gross Fiduciary activities income | $2,176,000 | 175 |
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 | $1,026,000 | 225 |
Number of Managed Accounts | $1,006,000 | 170 |
Number of Non-Managed Accounts | $20,000 | 389 |
Total fiduciary and related assets | $778,558,000 | 211 |
Managed Assets ($) | $757,179,000 | 152 |
Non-managed Assets ($) | $21,379,000 | 354 |
Memoranda | ||
Gross Fiduciary activities income | $1,070,000 | 182 |
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 | $1,036,000 | 241 |
Number of Managed Accounts | $1,021,000 | 175 |
Number of Non-Managed Accounts | $15,000 | 934 |
Total fiduciary and related assets | $787,889,000 | 213 |
Managed Assets ($) | $767,656,000 | 151 |
Non-managed Assets ($) | $20,233,000 | 504 |
Memoranda | ||
Gross Fiduciary activities income | $3,928,000 | 193 |
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 | $1,064,000 | 215 |
Number of Managed Accounts | $1,058,000 | 154 |
Number of Non-Managed Accounts | $6,000 | 1,078 |
Total fiduciary and related assets | $755,454,000 | 200 |
Managed Assets ($) | $748,624,000 | 148 |
Non-managed Assets ($) | $6,830,000 | 704 |
Memoranda | ||
Gross Fiduciary activities income | $4,553,000 | 179 |
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 | $429,000 | 645 |
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 | $396,000 | 706 |
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 | $393,000 | 711 |
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 | $298,000 | 806 |
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 | $204,000 | 960 |
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 | $150,000 | 1,067 |
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 | $107,000 | 1,166 |
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 | $108,000 | 1,193 |
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 | $102,000 | 1,248 |