Home > Stifel Trust Company Delaware > Fiduciary and Related Services
Stifel Trust Company Delaware, 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 | $1,156,000 | 223 |
| Number of Managed Accounts | $1,082,000 | 191 |
| Number of Non-Managed Accounts | $74,000 | 304 |
| Total fiduciary and related assets | $2,797,343,000 | 150 |
| Managed Assets ($) | $745,856,000 | 249 |
| Non-managed Assets ($) | $2,051,487,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,733,000 | 244 |
| 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 | $1,142,000 | 213 |
| Number of Managed Accounts | $1,070,000 | 185 |
| Number of Non-Managed Accounts | $72,000 | 221 |
| Total fiduciary and related assets | $2,720,789,000 | 151 |
| Managed Assets ($) | $703,954,000 | 240 |
| Non-managed Assets ($) | $2,016,835,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,272,000 | 246 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| 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 | $0 | 438 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 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 | $1,136,000 | 220 |
| Number of Managed Accounts | $1,053,000 | 192 |
| Number of Non-Managed Accounts | $83,000 | 214 |
| Total fiduciary and related assets | $2,857,501,000 | 150 |
| Managed Assets ($) | $692,913,000 | 248 |
| Non-managed Assets ($) | $2,164,588,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 257 |
| 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 | $1,231,000 | 211 |
| Number of Managed Accounts | $1,142,000 | 183 |
| Number of Non-Managed Accounts | $89,000 | 281 |
| Total fiduciary and related assets | $2,813,770,000 | 152 |
| Managed Assets ($) | $663,850,000 | 260 |
| Non-managed Assets ($) | $2,149,920,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,108,000 | 247 |
| 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 | $1,219,000 | 210 |
| Number of Managed Accounts | $1,129,000 | 184 |
| Number of Non-Managed Accounts | $90,000 | 211 |
| Total fiduciary and related assets | $2,742,798,000 | 149 |
| Managed Assets ($) | $620,503,000 | 257 |
| Non-managed Assets ($) | $2,122,295,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,678,000 | 244 |
| 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 | $1,255,000 | 188 |
| Number of Managed Accounts | $1,166,000 | 162 |
| Number of Non-Managed Accounts | $89,000 | 201 |
| Total fiduciary and related assets | $2,757,287,000 | 124 |
| Managed Assets ($) | $659,893,000 | 224 |
| Non-managed Assets ($) | $2,097,394,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,291,000 | 210 |
| 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 | $1,235,000 | 189 |
| Number of Managed Accounts | $1,148,000 | 164 |
| Number of Non-Managed Accounts | $87,000 | 188 |
| Total fiduciary and related assets | $2,845,242,000 | 130 |
| Managed Assets ($) | $749,775,000 | 216 |
| Non-managed Assets ($) | $2,095,467,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,850,000 | 199 |
| 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 | $1,212,000 | 196 |
| Number of Managed Accounts | $1,126,000 | 169 |
| Number of Non-Managed Accounts | $86,000 | 265 |
| Total fiduciary and related assets | $2,799,148,000 | 131 |
| Managed Assets ($) | $773,194,000 | 221 |
| Non-managed Assets ($) | $2,025,954,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,972,000 | 216 |
| 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 | $1,184,000 | 196 |
| Number of Managed Accounts | $1,119,000 | 167 |
| Number of Non-Managed Accounts | $65,000 | 216 |
| Total fiduciary and related assets | $2,764,478,000 | 131 |
| Managed Assets ($) | $755,925,000 | 214 |
| Non-managed Assets ($) | $2,008,553,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,434,000 | 216 |
| 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 | $1,191,000 | 194 |
| Number of Managed Accounts | $1,126,000 | 170 |
| Number of Non-Managed Accounts | $65,000 | 234 |
| Total fiduciary and related assets | $2,705,687,000 | 132 |
| Managed Assets ($) | $768,593,000 | 215 |
| Non-managed Assets ($) | $1,937,094,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,888,000 | 214 |
| 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 | $1,179,000 | 192 |
| Number of Managed Accounts | $1,114,000 | 165 |
| Number of Non-Managed Accounts | $65,000 | 217 |
| Total fiduciary and related assets | $2,642,034,000 | 130 |
| Managed Assets ($) | $730,869,000 | 212 |
| Non-managed Assets ($) | $1,911,165,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,414,000 | 216 |
| 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 | $1,164,000 | 199 |
| Number of Managed Accounts | $1,097,000 | 170 |
| Number of Non-Managed Accounts | $67,000 | 319 |
| Total fiduciary and related assets | $2,427,945,000 | 132 |
| Managed Assets ($) | $711,258,000 | 223 |
| Non-managed Assets ($) | $1,716,687,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,635,000 | 208 |
| 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 | $1,146,000 | 194 |
| Number of Managed Accounts | $1,080,000 | 167 |
| Number of Non-Managed Accounts | $66,000 | 219 |
| Total fiduciary and related assets | $2,516,539,000 | 126 |
| Managed Assets ($) | $640,227,000 | 218 |
| Non-managed Assets ($) | $1,876,312,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,186,000 | 206 |
| 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 | $1,157,000 | 196 |
| Number of Managed Accounts | $1,093,000 | 172 |
| Number of Non-Managed Accounts | $64,000 | 237 |
| Total fiduciary and related assets | $2,455,697,000 | 125 |
| Managed Assets ($) | $609,915,000 | 226 |
| Non-managed Assets ($) | $1,845,782,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,829,000 | 203 |