Home > U.S. Trust Company > Fiduciary and Related Services
U.S. Trust Company, Fiduciary and Related Services
| 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 | $23,798,000 | 26 |
| Number of Managed Accounts | $22,941,000 | 14 |
| Number of Non-Managed Accounts | $857,000 | 94 |
| Total fiduciary and related assets | $63,445,338,000 | 23 |
| Managed Assets ($) | $53,750,508,000 | 14 |
| Non-managed Assets ($) | $9,694,830,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,243,000 | 16 |
| 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 | $23,694,000 | 23 |
| Number of Managed Accounts | $22,836,000 | 11 |
| Number of Non-Managed Accounts | $858,000 | 81 |
| Total fiduciary and related assets | $62,452,629,000 | 25 |
| Managed Assets ($) | $52,830,349,000 | 15 |
| Non-managed Assets ($) | $9,622,280,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,850,000 | 17 |
| 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 | $23,685,000 | 22 |
| Number of Managed Accounts | $22,832,000 | 11 |
| Number of Non-Managed Accounts | $853,000 | 82 |
| Total fiduciary and related assets | $59,455,900,000 | 24 |
| Managed Assets ($) | $52,014,614,000 | 15 |
| Non-managed Assets ($) | $7,441,286,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,722,000 | 17 |
| 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 | $23,664,000 | 25 |
| Number of Managed Accounts | $22,813,000 | 12 |
| Number of Non-Managed Accounts | $851,000 | 88 |
| Total fiduciary and related assets | $58,218,535,000 | 26 |
| Managed Assets ($) | $50,873,095,000 | 17 |
| Non-managed Assets ($) | $7,345,440,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,154,000 | 18 |
| 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 | $23,964,000 | 27 |
| Number of Managed Accounts | $23,106,000 | 12 |
| Number of Non-Managed Accounts | $858,000 | 102 |
| Total fiduciary and related assets | $60,517,930,000 | 27 |
| Managed Assets ($) | $52,463,144,000 | 17 |
| Non-managed Assets ($) | $8,054,786,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $310,323,000 | 17 |
| 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 | $24,527,000 | 27 |
| Number of Managed Accounts | $23,114,000 | 12 |
| Number of Non-Managed Accounts | $1,413,000 | 64 |
| Total fiduciary and related assets | $60,571,196,000 | 24 |
| Managed Assets ($) | $52,160,725,000 | 16 |
| Non-managed Assets ($) | $8,410,471,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,314,000 | 16 |
| 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 | $24,458,000 | 27 |
| Number of Managed Accounts | $23,044,000 | 13 |
| Number of Non-Managed Accounts | $1,414,000 | 69 |
| Total fiduciary and related assets | $60,648,811,000 | 26 |
| Managed Assets ($) | $52,051,805,000 | 15 |
| Non-managed Assets ($) | $8,597,006,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,217,000 | 17 |
| 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 | $24,593,000 | 27 |
| Number of Managed Accounts | $23,157,000 | 12 |
| Number of Non-Managed Accounts | $1,436,000 | 66 |
| Total fiduciary and related assets | $60,005,026,000 | 25 |
| Managed Assets ($) | $51,333,625,000 | 16 |
| Non-managed Assets ($) | $8,671,401,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,598,000 | 19 |
| 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 | $23,758,000 | 28 |
| Number of Managed Accounts | $23,080,000 | 13 |
| Number of Non-Managed Accounts | $678,000 | 118 |
| Total fiduciary and related assets | $60,072,041,000 | 27 |
| Managed Assets ($) | $51,301,018,000 | 16 |
| Non-managed Assets ($) | $8,771,023,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,440,000 | 21 |
| 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 | $13,802,000 | 37 |
| Number of Managed Accounts | $13,114,000 | 22 |
| Number of Non-Managed Accounts | $688,000 | 109 |
| Total fiduciary and related assets | $41,548,798,000 | 29 |
| Managed Assets ($) | $34,766,776,000 | 20 |
| Non-managed Assets ($) | $6,782,022,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,183,000 | 23 |
| 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 | $8,597,000 | 48 |
| Number of Managed Accounts | $7,983,000 | 29 |
| Number of Non-Managed Accounts | $614,000 | 119 |
| Total fiduciary and related assets | $34,343,291,000 | 32 |
| Managed Assets ($) | $28,265,037,000 | 20 |
| Non-managed Assets ($) | $6,078,254,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,544,000 | 25 |
| 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 | $4,276,000 | 82 |
| Number of Managed Accounts | $3,709,000 | 60 |
| Number of Non-Managed Accounts | $567,000 | 123 |
| Total fiduciary and related assets | $26,543,364,000 | 38 |
| Managed Assets ($) | $20,907,064,000 | 23 |
| Non-managed Assets ($) | $5,636,300,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,428,000 | 38 |
| 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 | $4,352,000 | 88 |
| Number of Managed Accounts | $3,762,000 | 61 |
| Number of Non-Managed Accounts | $590,000 | 137 |
| Total fiduciary and related assets | $27,208,864,000 | 37 |
| Managed Assets ($) | $21,787,438,000 | 22 |
| Non-managed Assets ($) | $5,421,426,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,273,000 | 39 |
| 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 | $4,447,000 | 77 |
| Number of Managed Accounts | $3,839,000 | 56 |
| Number of Non-Managed Accounts | $608,000 | 128 |
| Total fiduciary and related assets | $31,800,746,000 | 35 |
| Managed Assets ($) | $26,295,107,000 | 23 |
| Non-managed Assets ($) | $5,505,639,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,962,000 | 40 |
| 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 | $90,651,000 | 36 |
| 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 | $76,327,000 | 43 |
| 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 | $55,651,000 | 51 |
| 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 | $30,843,000 | 72 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |