Home > U.S. Trust Company of North Carolina > Fiduciary and Related Services
U.S. Trust Company of North Carolina, Fiduciary and Related Services
| 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 | $3,448,000 | 91 |
| Number of Managed Accounts | $3,409,000 | 61 |
| Number of Non-Managed Accounts | $39,000 | 342 |
| Total fiduciary and related assets | $3,136,465,000 | 105 |
| Managed Assets ($) | $2,788,154,000 | 79 |
| Non-managed Assets ($) | $348,311,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,253,000 | 89 |
| 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 | $3,255,000 | 98 |
| Number of Managed Accounts | $3,216,000 | 66 |
| Number of Non-Managed Accounts | $39,000 | 350 |
| Total fiduciary and related assets | $2,888,589,000 | 111 |
| Managed Assets ($) | $2,560,236,000 | 80 |
| Non-managed Assets ($) | $328,353,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,991,000 | 91 |
| 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 | $3,207,000 | 101 |
| Number of Managed Accounts | $3,174,000 | 68 |
| Number of Non-Managed Accounts | $33,000 | 734 |
| Total fiduciary and related assets | $2,889,580,000 | 110 |
| Managed Assets ($) | $2,741,588,000 | 78 |
| Non-managed Assets ($) | $147,992,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,219,000 | 89 |
| 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 | $2,179,000 | 121 |
| Number of Managed Accounts | $2,168,000 | 88 |
| Number of Non-Managed Accounts | $11,000 | 954 |
| Total fiduciary and related assets | $2,885,061,000 | 101 |
| Managed Assets ($) | $2,881,097,000 | 75 |
| Non-managed Assets ($) | $3,964,000 | 818 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,148,000 | 93 |
| 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 |