Home > Two Rivers Bank & Trust > Fiduciary and Related Services
Two Rivers Bank & Trust, Fiduciary and Related Services
2009-06-30 | 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 | $902,000 | 227 |
Number of Managed Accounts | $811,000 | 181 |
Number of Non-Managed Accounts | $91,000 | 223 |
Total fiduciary and related assets | $259,217,000 | 317 |
Managed Assets ($) | $217,867,000 | 283 |
Non-managed Assets ($) | $41,350,000 | 260 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-03-31 | 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 | $910,000 | 225 |
Number of Managed Accounts | $820,000 | 180 |
Number of Non-Managed Accounts | $90,000 | 223 |
Total fiduciary and related assets | $241,593,000 | 324 |
Managed Assets ($) | $203,320,000 | 285 |
Non-managed Assets ($) | $38,273,000 | 264 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2008-12-31 | 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 | $920,000 | 248 |
Number of Managed Accounts | $829,000 | 187 |
Number of Non-Managed Accounts | $91,000 | 387 |
Total fiduciary and related assets | $250,684,000 | 330 |
Managed Assets ($) | $212,142,000 | 300 |
Non-managed Assets ($) | $38,542,000 | 355 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2008-09-30 | 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 | $893,000 | 228 |
Number of Managed Accounts | $802,000 | 182 |
Number of Non-Managed Accounts | $91,000 | 231 |
Total fiduciary and related assets | $271,459,000 | 324 |
Managed Assets ($) | $228,930,000 | 299 |
Non-managed Assets ($) | $42,529,000 | 287 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,073,000 | 205 |
Number of Managed Accounts | $984,000 | 161 |
Number of Non-Managed Accounts | $89,000 | 236 |
Total fiduciary and related assets | $293,813,000 | 326 |
Managed Assets ($) | $248,845,000 | 292 |
Non-managed Assets ($) | $44,968,000 | 289 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $902,000 | 237 |
Number of Managed Accounts | $815,000 | 189 |
Number of Non-Managed Accounts | $87,000 | 238 |
Total fiduciary and related assets | $292,674,000 | 334 |
Managed Assets ($) | $248,678,000 | 299 |
Non-managed Assets ($) | $43,996,000 | 292 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $893,000 | 255 |
Number of Managed Accounts | $809,000 | 195 |
Number of Non-Managed Accounts | $84,000 | 407 |
Total fiduciary and related assets | $300,352,000 | 332 |
Managed Assets ($) | $254,642,000 | 302 |
Non-managed Assets ($) | $45,710,000 | 368 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,498 |
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 | $890,000 | 234 |
Number of Managed Accounts | $804,000 | 187 |
Number of Non-Managed Accounts | $86,000 | 228 |
Total fiduciary and related assets | $311,640,000 | 321 |
Managed Assets ($) | $263,477,000 | 295 |
Non-managed Assets ($) | $48,163,000 | 276 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $878,000 | 236 |
Number of Managed Accounts | $793,000 | 193 |
Number of Non-Managed Accounts | $85,000 | 237 |
Total fiduciary and related assets | $300,278,000 | 338 |
Managed Assets ($) | $255,623,000 | 304 |
Non-managed Assets ($) | $44,655,000 | 289 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $883,000 | 233 |
Number of Managed Accounts | $797,000 | 187 |
Number of Non-Managed Accounts | $86,000 | 241 |
Total fiduciary and related assets | $298,420,000 | 340 |
Managed Assets ($) | $255,337,000 | 300 |
Non-managed Assets ($) | $43,083,000 | 288 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $895,000 | 248 |
Number of Managed Accounts | $806,000 | 193 |
Number of Non-Managed Accounts | $89,000 | 395 |
Total fiduciary and related assets | $293,165,000 | 344 |
Managed Assets ($) | $251,129,000 | 307 |
Non-managed Assets ($) | $42,036,000 | 380 |
Memoranda | ||
Gross Fiduciary activities income | $1,534,000 | 317 |
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 | $949,000 | 208 |
Number of Managed Accounts | $855,000 | 182 |
Number of Non-Managed Accounts | $94,000 | 237 |
Total fiduciary and related assets | $287,170,000 | 341 |
Managed Assets ($) | $246,556,000 | 296 |
Non-managed Assets ($) | $40,614,000 | 289 |
Memoranda | ||
Gross Fiduciary activities income | $1,135,000 | 325 |
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 | $960,000 | 215 |
Number of Managed Accounts | $868,000 | 184 |
Number of Non-Managed Accounts | $92,000 | 245 |
Total fiduciary and related assets | $282,125,000 | 344 |
Managed Assets ($) | $243,283,000 | 301 |
Non-managed Assets ($) | $38,842,000 | 300 |
Memoranda | ||
Gross Fiduciary activities income | $746,000 | 329 |
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 | $971,000 | 215 |
Number of Managed Accounts | $879,000 | 180 |
Number of Non-Managed Accounts | $92,000 | 246 |
Total fiduciary and related assets | $287,652,000 | 338 |
Managed Assets ($) | $249,054,000 | 295 |
Non-managed Assets ($) | $38,598,000 | 300 |
Memoranda | ||
Gross Fiduciary activities income | $358,000 | 331 |
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 | $982,000 | 229 |
Number of Managed Accounts | $872,000 | 186 |
Number of Non-Managed Accounts | $110,000 | 358 |
Total fiduciary and related assets | $311,165,000 | 332 |
Managed Assets ($) | $275,426,000 | 281 |
Non-managed Assets ($) | $35,739,000 | 400 |
Memoranda | ||
Gross Fiduciary activities income | $1,347,000 | 344 |
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 | $977,000 | 202 |
Number of Managed Accounts | $867,000 | 177 |
Number of Non-Managed Accounts | $110,000 | 233 |
Total fiduciary and related assets | $313,376,000 | 325 |
Managed Assets ($) | $280,400,000 | 273 |
Non-managed Assets ($) | $32,976,000 | 305 |
Memoranda | ||
Gross Fiduciary activities income | $1,013,000 | 334 |
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 | $1,004,000 | 198 |
Number of Managed Accounts | $882,000 | 174 |
Number of Non-Managed Accounts | $122,000 | 230 |
Total fiduciary and related assets | $395,244,000 | 288 |
Managed Assets ($) | $278,533,000 | 272 |
Non-managed Assets ($) | $116,711,000 | 226 |
Memoranda | ||
Gross Fiduciary activities income | $672,000 | 333 |
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 | $1,010,000 | 199 |
Number of Managed Accounts | $880,000 | 174 |
Number of Non-Managed Accounts | $130,000 | 230 |
Total fiduciary and related assets | $395,324,000 | 289 |
Managed Assets ($) | $285,349,000 | 269 |
Non-managed Assets ($) | $109,975,000 | 231 |
Memoranda | ||
Gross Fiduciary activities income | $326,000 | 336 |
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 | $991,000 | 218 |
Number of Managed Accounts | $875,000 | 180 |
Number of Non-Managed Accounts | $116,000 | 376 |
Total fiduciary and related assets | $396,965,000 | 285 |
Managed Assets ($) | $284,497,000 | 270 |
Non-managed Assets ($) | $112,468,000 | 246 |
Memoranda | ||
Gross Fiduciary activities income | $1,291,000 | 327 |
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 | $989,000 | 203 |
Number of Managed Accounts | $877,000 | 177 |
Number of Non-Managed Accounts | $112,000 | 243 |
Total fiduciary and related assets | $418,174,000 | 264 |
Managed Assets ($) | $317,343,000 | 240 |
Non-managed Assets ($) | $100,831,000 | 237 |
Memoranda | ||
Gross Fiduciary activities income | $969,000 | 334 |
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 | $1,016,000 | 202 |
Number of Managed Accounts | $895,000 | 172 |
Number of Non-Managed Accounts | $121,000 | 248 |
Total fiduciary and related assets | $416,024,000 | 269 |
Managed Assets ($) | $316,184,000 | 239 |
Non-managed Assets ($) | $99,840,000 | 238 |
Memoranda | ||
Gross Fiduciary activities income | $589,000 | 352 |
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 | $1,015,000 | 201 |
Number of Managed Accounts | $889,000 | 172 |
Number of Non-Managed Accounts | $126,000 | 242 |
Total fiduciary and related assets | $411,523,000 | 275 |
Managed Assets ($) | $309,001,000 | 243 |
Non-managed Assets ($) | $102,522,000 | 238 |
Memoranda | ||
Gross Fiduciary activities income | $281,000 | 366 |
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 | $1,012,000 | 232 |
Number of Managed Accounts | $888,000 | 184 |
Number of Non-Managed Accounts | $124,000 | 377 |
Total fiduciary and related assets | $403,286,000 | 290 |
Managed Assets ($) | $306,235,000 | 250 |
Non-managed Assets ($) | $97,051,000 | 259 |
Memoranda | ||
Gross Fiduciary activities income | $1,174,000 | 351 |
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 | $1,010,000 | 218 |
Number of Managed Accounts | $867,000 | 184 |
Number of Non-Managed Accounts | $143,000 | 238 |
Total fiduciary and related assets | $397,451,000 | 291 |
Managed Assets ($) | $306,620,000 | 250 |
Non-managed Assets ($) | $90,831,000 | 257 |
Memoranda | ||
Gross Fiduciary activities income | $897,000 | 357 |
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 | $1,007,000 | 223 |
Number of Managed Accounts | $885,000 | 183 |
Number of Non-Managed Accounts | $122,000 | 266 |
Total fiduciary and related assets | $388,923,000 | 294 |
Managed Assets ($) | $303,770,000 | 254 |
Non-managed Assets ($) | $85,153,000 | 262 |
Memoranda | ||
Gross Fiduciary activities income | $600,000 | 360 |
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 | $998,000 | 229 |
Number of Managed Accounts | $877,000 | 189 |
Number of Non-Managed Accounts | $121,000 | 269 |
Total fiduciary and related assets | $348,885,000 | 310 |
Managed Assets ($) | $279,894,000 | 264 |
Non-managed Assets ($) | $68,991,000 | 282 |
Memoranda | ||
Gross Fiduciary activities income | $300,000 | 369 |
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 | $1,032,000 | 242 |
Number of Managed Accounts | $901,000 | 191 |
Number of Non-Managed Accounts | $131,000 | 370 |
Total fiduciary and related assets | $349,193,000 | 314 |
Managed Assets ($) | $277,752,000 | 266 |
Non-managed Assets ($) | $71,441,000 | 306 |
Memoranda | ||
Gross Fiduciary activities income | $1,097,000 | 388 |
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 | $1,018,000 | 225 |
Number of Managed Accounts | $886,000 | 181 |
Number of Non-Managed Accounts | $132,000 | 357 |
Total fiduciary and related assets | $338,505,000 | 299 |
Managed Assets ($) | $272,911,000 | 263 |
Non-managed Assets ($) | $65,594,000 | 292 |
Memoranda | ||
Gross Fiduciary activities income | $1,068,000 | 408 |
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 | $1,018,000 | 419 |
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 | $938,000 | 478 |
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 | $871,000 | 497 |
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 | $820,000 | 525 |
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 | $757,000 | 595 |
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 | $584,000 | 696 |
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 | $534,000 | 716 |
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 | $553,000 | 725 |
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 | $495,000 | 767 |