Home > The First National Bank of Decatur > Fiduciary and Related Services
The First National Bank of Decatur, Fiduciary and Related Services
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 | $613,000 | 282 |
Number of Managed Accounts | $547,000 | 242 |
Number of Non-Managed Accounts | $66,000 | 281 |
Total fiduciary and related assets | $397,300,000 | 271 |
Managed Assets ($) | $347,182,000 | 228 |
Non-managed Assets ($) | $50,118,000 | 282 |
Memoranda | ||
Gross Fiduciary activities income | $1,712,000 | 238 |
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 | $621,000 | 283 |
Number of Managed Accounts | $548,000 | 244 |
Number of Non-Managed Accounts | $73,000 | 286 |
Total fiduciary and related assets | $388,807,000 | 279 |
Managed Assets ($) | $340,424,000 | 232 |
Non-managed Assets ($) | $48,383,000 | 293 |
Memoranda | ||
Gross Fiduciary activities income | $1,167,000 | 236 |
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 | $616,000 | 283 |
Number of Managed Accounts | $543,000 | 245 |
Number of Non-Managed Accounts | $73,000 | 288 |
Total fiduciary and related assets | $394,075,000 | 279 |
Managed Assets ($) | $345,779,000 | 233 |
Non-managed Assets ($) | $48,296,000 | 295 |
Memoranda | ||
Gross Fiduciary activities income | $589,000 | 240 |
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 | $597,000 | 346 |
Number of Managed Accounts | $525,000 | 275 |
Number of Non-Managed Accounts | $72,000 | 517 |
Total fiduciary and related assets | $385,626,000 | 295 |
Managed Assets ($) | $336,989,000 | 242 |
Non-managed Assets ($) | $48,637,000 | 362 |
Memoranda | ||
Gross Fiduciary activities income | $2,137,000 | 249 |
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 | $642,000 | 289 |
Number of Managed Accounts | $566,000 | 253 |
Number of Non-Managed Accounts | $76,000 | 295 |
Total fiduciary and related assets | $386,444,000 | 293 |
Managed Assets ($) | $338,391,000 | 242 |
Non-managed Assets ($) | $48,053,000 | 304 |
Memoranda | ||
Gross Fiduciary activities income | $1,623,000 | 254 |
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 | $580,000 | 310 |
Number of Managed Accounts | $407,000 | 300 |
Number of Non-Managed Accounts | $173,000 | 234 |
Total fiduciary and related assets | $385,159,000 | 296 |
Managed Assets ($) | $337,156,000 | 241 |
Non-managed Assets ($) | $48,003,000 | 301 |
Memoranda | ||
Gross Fiduciary activities income | $1,119,000 | 257 |
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 | $604,000 | 312 |
Number of Managed Accounts | $428,000 | 300 |
Number of Non-Managed Accounts | $176,000 | 239 |
Total fiduciary and related assets | $387,400,000 | 294 |
Managed Assets ($) | $330,734,000 | 245 |
Non-managed Assets ($) | $56,666,000 | 295 |
Memoranda | ||
Gross Fiduciary activities income | $627,000 | 245 |
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 | $628,000 | 347 |
Number of Managed Accounts | $433,000 | 340 |
Number of Non-Managed Accounts | $195,000 | 300 |
Total fiduciary and related assets | $374,974,000 | 301 |
Managed Assets ($) | $324,205,000 | 250 |
Non-managed Assets ($) | $50,769,000 | 351 |
Memoranda | ||
Gross Fiduciary activities income | $2,372,000 | 258 |
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 | $736,000 | 297 |
Number of Managed Accounts | $497,000 | 287 |
Number of Non-Managed Accounts | $239,000 | 258 |
Total fiduciary and related assets | $473,056,000 | 254 |
Managed Assets ($) | $356,749,000 | 231 |
Non-managed Assets ($) | $116,307,000 | 229 |
Memoranda | ||
Gross Fiduciary activities income | $1,942,000 | 295 |
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 | $1,998,000 | 286 |
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 | $1,750,000 | 344 |
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 | $1,587,000 | 360 |
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 | $1,485,000 | 380 |
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 | $1,402,000 | 425 |
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 | $1,346,000 | 465 |
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 | $1,287,000 | 463 |
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 | $1,225,000 | 498 |
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 | $1,113,000 | 526 |