Home > The Second National Bank of Warren > Fiduciary and Related Services
The Second National Bank of Warren, Fiduciary and Related Services
| 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 | $832,000 | 241 |
| Number of Managed Accounts | $696,000 | 201 |
| Number of Non-Managed Accounts | $136,000 | 235 |
| Total fiduciary and related assets | $447,259,000 | 260 |
| Managed Assets ($) | $371,243,000 | 223 |
| Non-managed Assets ($) | $76,016,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,212,000 | 233 |
| 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 | $827,000 | 241 |
| Number of Managed Accounts | $695,000 | 204 |
| Number of Non-Managed Accounts | $132,000 | 236 |
| Total fiduciary and related assets | $446,826,000 | 265 |
| Managed Assets ($) | $377,228,000 | 224 |
| Non-managed Assets ($) | $69,598,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 219 |
| 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 | $838,000 | 273 |
| Number of Managed Accounts | $698,000 | 220 |
| Number of Non-Managed Accounts | $140,000 | 342 |
| Total fiduciary and related assets | $461,259,000 | 267 |
| Managed Assets ($) | $394,187,000 | 222 |
| Non-managed Assets ($) | $67,072,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,560,000 | 224 |
| 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 | $843,000 | 250 |
| Number of Managed Accounts | $742,000 | 205 |
| Number of Non-Managed Accounts | $101,000 | 270 |
| Total fiduciary and related assets | $490,074,000 | 261 |
| Managed Assets ($) | $384,236,000 | 228 |
| Non-managed Assets ($) | $105,838,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,803,000 | 241 |
| 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 | $864,000 | 253 |
| Number of Managed Accounts | $774,000 | 201 |
| Number of Non-Managed Accounts | $90,000 | 285 |
| Total fiduciary and related assets | $495,557,000 | 258 |
| Managed Assets ($) | $391,772,000 | 225 |
| Non-managed Assets ($) | $103,785,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 251 |
| 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 | $867,000 | 255 |
| Number of Managed Accounts | $767,000 | 211 |
| Number of Non-Managed Accounts | $100,000 | 286 |
| Total fiduciary and related assets | $486,734,000 | 262 |
| Managed Assets ($) | $401,315,000 | 218 |
| Non-managed Assets ($) | $85,419,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 250 |
| 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 | $850,000 | 286 |
| Number of Managed Accounts | $748,000 | 229 |
| Number of Non-Managed Accounts | $102,000 | 426 |
| Total fiduciary and related assets | $517,024,000 | 259 |
| Managed Assets ($) | $430,941,000 | 209 |
| Non-managed Assets ($) | $86,083,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,715,000 | 235 |
| 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 | $852,000 | 265 |
| Number of Managed Accounts | $757,000 | 206 |
| Number of Non-Managed Accounts | $95,000 | 423 |
| Total fiduciary and related assets | $505,648,000 | 244 |
| Managed Assets ($) | $464,316,000 | 189 |
| Non-managed Assets ($) | $41,332,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,870,000 | 232 |
| 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 | $3,898,000 | 192 |
| 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 | $3,534,000 | 240 |
| 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 | $2,820,000 | 265 |
| 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 | $2,562,000 | 288 |
| 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 | $2,335,000 | 331 |
| 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 | $2,227,000 | 360 |
| 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 | $2,025,000 | 365 |
| 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 | $1,973,000 | 381 |
| 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 | $1,727,000 | 419 |