Home > The Security National Bank and Trust Co. > Fiduciary and Related Services
The Security National Bank and Trust Co., Fiduciary and Related Services
| 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 | $914,000 | 233 |
| Number of Managed Accounts | $575,000 | 238 |
| Number of Non-Managed Accounts | $339,000 | 138 |
| Total fiduciary and related assets | $589,821,000 | 224 |
| Managed Assets ($) | $316,266,000 | 253 |
| Non-managed Assets ($) | $273,555,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,284,000 | 237 |
| 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 | $918,000 | 234 |
| Number of Managed Accounts | $578,000 | 236 |
| Number of Non-Managed Accounts | $340,000 | 135 |
| Total fiduciary and related assets | $608,800,000 | 227 |
| Managed Assets ($) | $327,150,000 | 251 |
| Non-managed Assets ($) | $281,650,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 248 |
| 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 | $938,000 | 243 |
| Number of Managed Accounts | $593,000 | 246 |
| Number of Non-Managed Accounts | $345,000 | 171 |
| Total fiduciary and related assets | $656,449,000 | 220 |
| Managed Assets ($) | $336,235,000 | 257 |
| Non-managed Assets ($) | $320,214,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,653,000 | 231 |
| 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 | $932,000 | 219 |
| Number of Managed Accounts | $591,000 | 227 |
| Number of Non-Managed Accounts | $341,000 | 127 |
| Total fiduciary and related assets | $647,239,000 | 223 |
| Managed Assets ($) | $334,040,000 | 251 |
| Non-managed Assets ($) | $313,199,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 232 |
| 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 | $921,000 | 224 |
| Number of Managed Accounts | $585,000 | 232 |
| Number of Non-Managed Accounts | $336,000 | 133 |
| Total fiduciary and related assets | $643,419,000 | 229 |
| Managed Assets ($) | $332,142,000 | 259 |
| Non-managed Assets ($) | $311,277,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,385,000 | 232 |
| 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 | $927,000 | 218 |
| Number of Managed Accounts | $596,000 | 232 |
| Number of Non-Managed Accounts | $331,000 | 131 |
| Total fiduciary and related assets | $630,578,000 | 229 |
| Managed Assets ($) | $329,736,000 | 250 |
| Non-managed Assets ($) | $300,842,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $678,000 | 239 |
| 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 | $937,000 | 231 |
| Number of Managed Accounts | $595,000 | 247 |
| Number of Non-Managed Accounts | $342,000 | 166 |
| Total fiduciary and related assets | $635,895,000 | 223 |
| Managed Assets ($) | $335,026,000 | 251 |
| Non-managed Assets ($) | $300,869,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,583,000 | 223 |
| 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 | $948,000 | 209 |
| Number of Managed Accounts | $598,000 | 233 |
| Number of Non-Managed Accounts | $350,000 | 131 |
| Total fiduciary and related assets | $633,304,000 | 227 |
| Managed Assets ($) | $326,024,000 | 257 |
| Non-managed Assets ($) | $307,280,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,905,000 | 232 |
| 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 | $968,000 | 213 |
| Number of Managed Accounts | $606,000 | 237 |
| Number of Non-Managed Accounts | $362,000 | 134 |
| Total fiduciary and related assets | $615,753,000 | 234 |
| Managed Assets ($) | $316,325,000 | 262 |
| Non-managed Assets ($) | $299,428,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000 | 246 |
| 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 | $956,000 | 217 |
| Number of Managed Accounts | $599,000 | 235 |
| Number of Non-Managed Accounts | $357,000 | 138 |
| Total fiduciary and related assets | $611,821,000 | 238 |
| Managed Assets ($) | $310,955,000 | 263 |
| Non-managed Assets ($) | $300,866,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $557,000 | 258 |
| 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 | $937,000 | 239 |
| Number of Managed Accounts | $600,000 | 251 |
| Number of Non-Managed Accounts | $337,000 | 172 |
| Total fiduciary and related assets | $595,678,000 | 236 |
| Managed Assets ($) | $303,183,000 | 264 |
| Non-managed Assets ($) | $292,495,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,407,000 | 238 |
| 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 | $928,000 | 214 |
| Number of Managed Accounts | $594,000 | 235 |
| Number of Non-Managed Accounts | $334,000 | 139 |
| Total fiduciary and related assets | $591,355,000 | 235 |
| Managed Assets ($) | $299,741,000 | 262 |
| Non-managed Assets ($) | $291,614,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,757,000 | 235 |
| 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 | $918,000 | 218 |
| Number of Managed Accounts | $586,000 | 238 |
| Number of Non-Managed Accounts | $332,000 | 140 |
| Total fiduciary and related assets | $580,298,000 | 232 |
| Managed Assets ($) | $291,326,000 | 262 |
| Non-managed Assets ($) | $288,972,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,194,000 | 235 |
| 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 | $931,000 | 215 |
| Number of Managed Accounts | $599,000 | 231 |
| Number of Non-Managed Accounts | $332,000 | 142 |
| Total fiduciary and related assets | $572,571,000 | 239 |
| Managed Assets ($) | $288,254,000 | 266 |
| Non-managed Assets ($) | $284,317,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 250 |
| 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 | $924,000 | 236 |
| Number of Managed Accounts | $595,000 | 242 |
| Number of Non-Managed Accounts | $329,000 | 181 |
| Total fiduciary and related assets | $582,136,000 | 238 |
| Managed Assets ($) | $291,945,000 | 262 |
| Non-managed Assets ($) | $290,191,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,288,000 | 236 |
| 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 | $942,000 | 210 |
| Number of Managed Accounts | $589,000 | 231 |
| Number of Non-Managed Accounts | $353,000 | 137 |
| Total fiduciary and related assets | $557,258,000 | 238 |
| Managed Assets ($) | $285,484,000 | 257 |
| Non-managed Assets ($) | $271,774,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 246 |
| 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 | $953,000 | 215 |
| Number of Managed Accounts | $595,000 | 229 |
| Number of Non-Managed Accounts | $358,000 | 138 |
| Total fiduciary and related assets | $564,726,000 | 236 |
| Managed Assets ($) | $295,008,000 | 246 |
| Non-managed Assets ($) | $269,718,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,146,000 | 241 |
| 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 | $999,000 | 204 |
| Number of Managed Accounts | $610,000 | 226 |
| Number of Non-Managed Accounts | $389,000 | 135 |
| Total fiduciary and related assets | $562,436,000 | 238 |
| Managed Assets ($) | $296,312,000 | 247 |
| Non-managed Assets ($) | $266,124,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 261 |
| 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 | $1,010,000 | 233 |
| Number of Managed Accounts | $613,000 | 247 |
| Number of Non-Managed Accounts | $397,000 | 175 |
| Total fiduciary and related assets | $494,331,000 | 258 |
| Managed Assets ($) | $297,643,000 | 257 |
| Non-managed Assets ($) | $196,688,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,282,000 | 237 |
| 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 | $1,038,000 | 213 |
| Number of Managed Accounts | $614,000 | 232 |
| Number of Non-Managed Accounts | $424,000 | 148 |
| Total fiduciary and related assets | $478,661,000 | 265 |
| Managed Assets ($) | $269,346,000 | 266 |
| Non-managed Assets ($) | $209,315,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 255 |
| 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 | $1,031,000 | 214 |
| Number of Managed Accounts | $607,000 | 236 |
| Number of Non-Managed Accounts | $424,000 | 147 |
| Total fiduciary and related assets | $479,414,000 | 263 |
| Managed Assets ($) | $267,527,000 | 267 |
| Non-managed Assets ($) | $211,887,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,096,000 | 259 |
| 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 | $1,035,000 | 223 |
| Number of Managed Accounts | $612,000 | 244 |
| Number of Non-Managed Accounts | $423,000 | 154 |
| Total fiduciary and related assets | $450,447,000 | 271 |
| Managed Assets ($) | $254,112,000 | 277 |
| Non-managed Assets ($) | $196,335,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 267 |
| 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 | $1,021,000 | 244 |
| Number of Managed Accounts | $603,000 | 267 |
| Number of Non-Managed Accounts | $418,000 | 177 |
| Total fiduciary and related assets | $464,632,000 | 269 |
| Managed Assets ($) | $268,584,000 | 271 |
| Non-managed Assets ($) | $196,048,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 271 |
| 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 | $967,000 | 233 |
| Number of Managed Accounts | $588,000 | 258 |
| Number of Non-Managed Accounts | $379,000 | 179 |
| Total fiduciary and related assets | $501,327,000 | 246 |
| Managed Assets ($) | $277,788,000 | 259 |
| Non-managed Assets ($) | $223,539,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,273,000 | 274 |
| 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 | $1,941,000 | 288 |
| 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 | $2,011,000 | 329 |
| 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 | $1,836,000 | 338 |
| 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 | $1,616,000 | 367 |
| 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 | $1,516,000 | 406 |
| 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 | $1,464,000 | 445 |
| 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 | $1,208,000 | 477 |
| 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 | $1,115,000 | 517 |
| 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 | $1,067,000 | 537 |