Home > The Legacy Bank > Fiduciary and Related Services
The Legacy Bank, Fiduciary and Related Services
| 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 | $226,000 | 442 |
| 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 | $232,000 | 622 |
| Number of Managed Accounts | $202,000 | 531 |
| Number of Non-Managed Accounts | $30,000 | 708 |
| Total fiduciary and related assets | $143,220,000 | 494 |
| Managed Assets ($) | $133,649,000 | 419 |
| Non-managed Assets ($) | $9,571,000 | 659 |
| Memoranda | ||
| Gross Fiduciary activities income | $741,000 | 471 |
| 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 | $224,000 | 370 |
| Number of Managed Accounts | $191,000 | 343 |
| Number of Non-Managed Accounts | $33,000 | 316 |
| Total fiduciary and related assets | $104,693,000 | 388 |
| Managed Assets ($) | $94,004,000 | 350 |
| Non-managed Assets ($) | $10,689,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 472 |
| 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 | $219,000 | 387 |
| Number of Managed Accounts | $186,000 | 356 |
| Number of Non-Managed Accounts | $33,000 | 326 |
| Total fiduciary and related assets | $101,135,000 | 405 |
| Managed Assets ($) | $90,924,000 | 365 |
| Non-managed Assets ($) | $10,211,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 478 |
| 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 | $210,000 | 390 |
| Number of Managed Accounts | $177,000 | 360 |
| Number of Non-Managed Accounts | $33,000 | 324 |
| Total fiduciary and related assets | $102,894,000 | 404 |
| Managed Assets ($) | $92,947,000 | 366 |
| Non-managed Assets ($) | $9,947,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,000 | 483 |
| 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 | $207,000 | 670 |
| Number of Managed Accounts | $168,000 | 595 |
| Number of Non-Managed Accounts | $39,000 | 667 |
| Total fiduciary and related assets | $104,980,000 | 572 |
| Managed Assets ($) | $95,486,000 | 495 |
| Non-managed Assets ($) | $9,494,000 | 653 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 503 |
| 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 | $197,000 | 381 |
| Number of Managed Accounts | $161,000 | 351 |
| Number of Non-Managed Accounts | $36,000 | 322 |
| Total fiduciary and related assets | $97,364,000 | 395 |
| Managed Assets ($) | $88,331,000 | 355 |
| Non-managed Assets ($) | $9,033,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,000 | 515 |
| 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 | $176,000 | 388 |
| Number of Managed Accounts | $147,000 | 358 |
| Number of Non-Managed Accounts | $29,000 | 343 |
| Total fiduciary and related assets | $87,584,000 | 402 |
| Managed Assets ($) | $78,529,000 | 362 |
| Non-managed Assets ($) | $9,055,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 536 |
| 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 | $166,000 | 401 |
| Number of Managed Accounts | $137,000 | 367 |
| Number of Non-Managed Accounts | $29,000 | 350 |
| Total fiduciary and related assets | $83,882,000 | 411 |
| Managed Assets ($) | $74,072,000 | 370 |
| Non-managed Assets ($) | $9,810,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,000 | 547 |
| 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 | $153,000 | 798 |
| Number of Managed Accounts | $120,000 | 716 |
| Number of Non-Managed Accounts | $33,000 | 722 |
| Total fiduciary and related assets | $76,722,000 | 652 |
| Managed Assets ($) | $67,775,000 | 571 |
| Non-managed Assets ($) | $8,947,000 | 686 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 589 |
| 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 | $140,000 | 415 |
| Number of Managed Accounts | $113,000 | 383 |
| Number of Non-Managed Accounts | $27,000 | 359 |
| Total fiduciary and related assets | $76,269,000 | 412 |
| Managed Assets ($) | $69,288,000 | 371 |
| Non-managed Assets ($) | $6,981,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $343,000 | 592 |
| 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 | $127,000 | 421 |
| Number of Managed Accounts | $107,000 | 386 |
| Number of Non-Managed Accounts | $20,000 | 378 |
| Total fiduciary and related assets | $72,255,000 | 417 |
| Managed Assets ($) | $66,644,000 | 376 |
| Non-managed Assets ($) | $5,611,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $216,000 | 616 |
| 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 | $119,000 | 436 |
| Number of Managed Accounts | $102,000 | 398 |
| Number of Non-Managed Accounts | $17,000 | 396 |
| Total fiduciary and related assets | $57,928,000 | 431 |
| Managed Assets ($) | $53,531,000 | 395 |
| Non-managed Assets ($) | $4,397,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,000 | 629 |
| 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 | $114,000 | 920 |
| Number of Managed Accounts | $97,000 | 797 |
| Number of Non-Managed Accounts | $17,000 | 908 |
| Total fiduciary and related assets | $58,795,000 | 720 |
| Managed Assets ($) | $54,663,000 | 636 |
| Non-managed Assets ($) | $4,132,000 | 849 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,000 | 676 |
| 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 | $83,000 | 971 |
| Number of Managed Accounts | $63,000 | 918 |
| Number of Non-Managed Accounts | $20,000 | 832 |
| Total fiduciary and related assets | $47,067,000 | 756 |
| Managed Assets ($) | $44,661,000 | 659 |
| Non-managed Assets ($) | $2,406,000 | 903 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,000 | 853 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |