Home > UMB Bank Colorado > Fiduciary and Related Services
UMB Bank Colorado, Fiduciary and Related Services
2012-09-30 | 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 | $0 | 391 |
Number of Managed Accounts | $0 | 377 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $0 | 390 |
Managed Assets ($) | $0 | 378 |
Non-managed Assets ($) | $0 | 370 |
Memoranda | ||
Gross Fiduciary activities income | $1,304,000 | 332 |
2012-06-30 | 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 | $0 | 393 |
Number of Managed Accounts | $0 | 379 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $0 | 393 |
Managed Assets ($) | $0 | 380 |
Non-managed Assets ($) | $0 | 372 |
Memoranda | ||
Gross Fiduciary activities income | $858,000 | 338 |
2012-03-31 | 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 | $0 | 395 |
Number of Managed Accounts | $0 | 379 |
Number of Non-Managed Accounts | $0 | 372 |
Total fiduciary and related assets | $0 | 394 |
Managed Assets ($) | $0 | 379 |
Non-managed Assets ($) | $0 | 371 |
Memoranda | ||
Gross Fiduciary activities income | $434,000 | 332 |
2011-12-31 | 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 | $122,000 | 739 |
Number of Managed Accounts | $118,000 | 616 |
Number of Non-Managed Accounts | $4,000 | 973 |
Total fiduciary and related assets | $175,886,000 | 419 |
Managed Assets ($) | $147,939,000 | 379 |
Non-managed Assets ($) | $27,947,000 | 424 |
Memoranda | ||
Gross Fiduciary activities income | $1,690,000 | 297 |
2011-09-30 | 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 | $0 | 417 |
Number of Managed Accounts | $0 | 397 |
Number of Non-Managed Accounts | $0 | 395 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 397 |
Non-managed Assets ($) | $0 | 393 |
Memoranda | ||
Gross Fiduciary activities income | $1,257,000 | 297 |
2011-06-30 | 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 | $0 | 423 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 400 |
Total fiduciary and related assets | $0 | 421 |
Managed Assets ($) | $0 | 403 |
Non-managed Assets ($) | $0 | 398 |
Memoranda | ||
Gross Fiduciary activities income | $839,000 | 301 |
2011-03-31 | 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 | $0 | 428 |
Number of Managed Accounts | $0 | 410 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 427 |
Managed Assets ($) | $0 | 410 |
Non-managed Assets ($) | $0 | 403 |
Memoranda | ||
Gross Fiduciary activities income | $414,000 | 302 |
2010-12-31 | 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 | $145,000 | 710 |
Number of Managed Accounts | $131,000 | 601 |
Number of Non-Managed Accounts | $14,000 | 821 |
Total fiduciary and related assets | $187,936,000 | 418 |
Managed Assets ($) | $169,951,000 | 367 |
Non-managed Assets ($) | $17,985,000 | 507 |
Memoranda | ||
Gross Fiduciary activities income | $1,309,000 | 340 |
2010-09-30 | 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 | $155,000 | 364 |
Number of Managed Accounts | $144,000 | 334 |
Number of Non-Managed Accounts | $11,000 | 353 |
Total fiduciary and related assets | $185,981,000 | 353 |
Managed Assets ($) | $169,514,000 | 314 |
Non-managed Assets ($) | $16,467,000 | 322 |
Memoranda | ||
Gross Fiduciary activities income | $939,000 | 348 |
2010-06-30 | 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 | $153,000 | 368 |
Number of Managed Accounts | $146,000 | 336 |
Number of Non-Managed Accounts | $7,000 | 363 |
Total fiduciary and related assets | $177,734,000 | 353 |
Managed Assets ($) | $164,454,000 | 313 |
Non-managed Assets ($) | $13,280,000 | 328 |
Memoranda | ||
Gross Fiduciary activities income | $622,000 | 351 |
2010-03-31 | 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 | $152,000 | 374 |
Number of Managed Accounts | $146,000 | 340 |
Number of Non-Managed Accounts | $6,000 | 372 |
Total fiduciary and related assets | $191,850,000 | 359 |
Managed Assets ($) | $178,045,000 | 312 |
Non-managed Assets ($) | $13,805,000 | 332 |
Memoranda | ||
Gross Fiduciary activities income | $305,000 | 357 |
2009-12-31 | 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 | $154,000 | 705 |
Number of Managed Accounts | $144,000 | 586 |
Number of Non-Managed Accounts | $10,000 | 903 |
Total fiduciary and related assets | $190,073,000 | 407 |
Managed Assets ($) | $177,168,000 | 344 |
Non-managed Assets ($) | $12,905,000 | 571 |
Memoranda | ||
Gross Fiduciary activities income | $1,583,000 | 291 |
2009-09-30 | 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 | $175,000 | 362 |
Number of Managed Accounts | $149,000 | 331 |
Number of Non-Managed Accounts | $26,000 | 301 |
Total fiduciary and related assets | $271,597,000 | 316 |
Managed Assets ($) | $163,976,000 | 308 |
Non-managed Assets ($) | $107,621,000 | 207 |
Memoranda | ||
Gross Fiduciary activities income | $1,206,000 | 284 |
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 | $171,000 | 370 |
Number of Managed Accounts | $149,000 | 338 |
Number of Non-Managed Accounts | $22,000 | 317 |
Total fiduciary and related assets | $203,475,000 | 344 |
Managed Assets ($) | $145,575,000 | 318 |
Non-managed Assets ($) | $57,900,000 | 236 |
Memoranda | ||
Gross Fiduciary activities income | $776,000 | 293 |
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 | $182,000 | 368 |
Number of Managed Accounts | $167,000 | 334 |
Number of Non-Managed Accounts | $15,000 | 332 |
Total fiduciary and related assets | $177,798,000 | 348 |
Managed Assets ($) | $145,989,000 | 317 |
Non-managed Assets ($) | $31,809,000 | 276 |
Memoranda | ||
Gross Fiduciary activities income | $373,000 | 300 |
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 | $187,000 | 679 |
Number of Managed Accounts | $168,000 | 563 |
Number of Non-Managed Accounts | $19,000 | 777 |
Total fiduciary and related assets | $191,741,000 | 391 |
Managed Assets ($) | $156,562,000 | 361 |
Non-managed Assets ($) | $35,179,000 | 365 |
Memoranda | ||
Gross Fiduciary activities income | $1,384,000 | 337 |
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 | $170,000 | 393 |
Number of Managed Accounts | $153,000 | 364 |
Number of Non-Managed Accounts | $17,000 | 347 |
Total fiduciary and related assets | $248,380,000 | 343 |
Managed Assets ($) | $162,426,000 | 334 |
Non-managed Assets ($) | $85,954,000 | 223 |
Memoranda | ||
Gross Fiduciary activities income | $1,019,000 | 345 |
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 | $162,000 | 399 |
Number of Managed Accounts | $146,000 | 370 |
Number of Non-Managed Accounts | $16,000 | 352 |
Total fiduciary and related assets | $266,836,000 | 341 |
Managed Assets ($) | $175,845,000 | 341 |
Non-managed Assets ($) | $90,991,000 | 229 |
Memoranda | ||
Gross Fiduciary activities income | $629,000 | 367 |
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 | $159,000 | 401 |
Number of Managed Accounts | $143,000 | 373 |
Number of Non-Managed Accounts | $16,000 | 360 |
Total fiduciary and related assets | $268,284,000 | 350 |
Managed Assets ($) | $173,898,000 | 350 |
Non-managed Assets ($) | $94,386,000 | 230 |
Memoranda | ||
Gross Fiduciary activities income | $300,000 | 379 |
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 | $158,000 | 736 |
Number of Managed Accounts | $142,000 | 618 |
Number of Non-Managed Accounts | $16,000 | 827 |
Total fiduciary and related assets | $287,166,000 | 339 |
Managed Assets ($) | $185,290,000 | 380 |
Non-managed Assets ($) | $101,876,000 | 241 |
Memoranda | ||
Gross Fiduciary activities income | $1,143,000 | 385 |
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 | $258,000 | 361 |
Number of Managed Accounts | $239,000 | 330 |
Number of Non-Managed Accounts | $19,000 | 337 |
Total fiduciary and related assets | $297,182,000 | 331 |
Managed Assets ($) | $192,954,000 | 333 |
Non-managed Assets ($) | $104,228,000 | 225 |
Memoranda | ||
Gross Fiduciary activities income | $853,000 | 380 |
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 | $249,000 | 370 |
Number of Managed Accounts | $233,000 | 332 |
Number of Non-Managed Accounts | $16,000 | 355 |
Total fiduciary and related assets | $292,639,000 | 341 |
Managed Assets ($) | $188,048,000 | 338 |
Non-managed Assets ($) | $104,591,000 | 228 |
Memoranda | ||
Gross Fiduciary activities income | $566,000 | 388 |
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 | $247,000 | 373 |
Number of Managed Accounts | $230,000 | 337 |
Number of Non-Managed Accounts | $17,000 | 354 |
Total fiduciary and related assets | $301,294,000 | 338 |
Managed Assets ($) | $199,026,000 | 337 |
Non-managed Assets ($) | $102,268,000 | 229 |
Memoranda | ||
Gross Fiduciary activities income | $268,000 | 407 |
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 | $246,000 | 585 |
Number of Managed Accounts | $230,000 | 470 |
Number of Non-Managed Accounts | $16,000 | 850 |
Total fiduciary and related assets | $321,711,000 | 327 |
Managed Assets ($) | $217,592,000 | 336 |
Non-managed Assets ($) | $104,119,000 | 249 |
Memoranda | ||
Gross Fiduciary activities income | $939,000 | 421 |
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 | $249,000 | 364 |
Number of Managed Accounts | $221,000 | 330 |
Number of Non-Managed Accounts | $28,000 | 323 |
Total fiduciary and related assets | $333,394,000 | 318 |
Managed Assets ($) | $223,382,000 | 308 |
Non-managed Assets ($) | $110,012,000 | 233 |
Memoranda | ||
Gross Fiduciary activities income | $685,000 | 430 |
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 | $248,000 | 371 |
Number of Managed Accounts | $211,000 | 338 |
Number of Non-Managed Accounts | $37,000 | 309 |
Total fiduciary and related assets | $324,259,000 | 324 |
Managed Assets ($) | $220,792,000 | 309 |
Non-managed Assets ($) | $103,467,000 | 242 |
Memoranda | ||
Gross Fiduciary activities income | $416,000 | 456 |
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 | $231,000 | 379 |
Number of Managed Accounts | $199,000 | 347 |
Number of Non-Managed Accounts | $32,000 | 320 |
Total fiduciary and related assets | $247,158,000 | 364 |
Managed Assets ($) | $145,508,000 | 341 |
Non-managed Assets ($) | $101,650,000 | 247 |
Memoranda | ||
Gross Fiduciary activities income | $211,000 | 463 |
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 | $226,000 | 628 |
Number of Managed Accounts | $194,000 | 544 |
Number of Non-Managed Accounts | $32,000 | 691 |
Total fiduciary and related assets | $233,847,000 | 381 |
Managed Assets ($) | $137,264,000 | 414 |
Non-managed Assets ($) | $96,583,000 | 257 |
Memoranda | ||
Gross Fiduciary activities income | $942,000 | 404 |
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 | $204,000 | 372 |
Number of Managed Accounts | $187,000 | 345 |
Number of Non-Managed Accounts | $17,000 | 350 |
Total fiduciary and related assets | $234,909,000 | 355 |
Managed Assets ($) | $139,476,000 | 336 |
Non-managed Assets ($) | $95,433,000 | 236 |
Memoranda | ||
Gross Fiduciary activities income | $729,000 | 389 |
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 | $209,000 | 389 |
Number of Managed Accounts | $179,000 | 359 |
Number of Non-Managed Accounts | $30,000 | 333 |
Total fiduciary and related assets | $272,273,000 | 344 |
Managed Assets ($) | $132,603,000 | 350 |
Non-managed Assets ($) | $139,670,000 | 216 |
Memoranda | ||
Gross Fiduciary activities income | $433,000 | 421 |
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 | $209,000 | 391 |
Number of Managed Accounts | $179,000 | 358 |
Number of Non-Managed Accounts | $30,000 | 329 |
Total fiduciary and related assets | $274,358,000 | 343 |
Managed Assets ($) | $133,876,000 | 351 |
Non-managed Assets ($) | $140,482,000 | 219 |
Memoranda | ||
Gross Fiduciary activities income | $216,000 | 427 |
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 | $207,000 | 670 |
Number of Managed Accounts | $177,000 | 569 |
Number of Non-Managed Accounts | $30,000 | 728 |
Total fiduciary and related assets | $272,152,000 | 349 |
Managed Assets ($) | $131,779,000 | 412 |
Non-managed Assets ($) | $140,373,000 | 227 |
Memoranda | ||
Gross Fiduciary activities income | $769,000 | 431 |
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 | $194,000 | 382 |
Number of Managed Accounts | $164,000 | 348 |
Number of Non-Managed Accounts | $30,000 | 329 |
Total fiduciary and related assets | $262,821,000 | 348 |
Managed Assets ($) | $126,431,000 | 338 |
Non-managed Assets ($) | $136,390,000 | 217 |
Memoranda | ||
Gross Fiduciary activities income | $570,000 | 438 |
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 | $188,000 | 387 |
Number of Managed Accounts | $158,000 | 353 |
Number of Non-Managed Accounts | $30,000 | 339 |
Total fiduciary and related assets | $266,159,000 | 349 |
Managed Assets ($) | $118,081,000 | 347 |
Non-managed Assets ($) | $148,078,000 | 214 |
Memoranda | ||
Gross Fiduciary activities income | $381,000 | 436 |
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 | $188,000 | 393 |
Number of Managed Accounts | $158,000 | 360 |
Number of Non-Managed Accounts | $30,000 | 347 |
Total fiduciary and related assets | $257,618,000 | 361 |
Managed Assets ($) | $115,907,000 | 355 |
Non-managed Assets ($) | $141,711,000 | 219 |
Memoranda | ||
Gross Fiduciary activities income | $194,000 | 439 |
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 | $183,000 | 730 |
Number of Managed Accounts | $156,000 | 614 |
Number of Non-Managed Accounts | $27,000 | 785 |
Total fiduciary and related assets | $275,805,000 | 352 |
Managed Assets ($) | $116,811,000 | 432 |
Non-managed Assets ($) | $158,994,000 | 220 |
Memoranda | ||
Gross Fiduciary activities income | $628,000 | 486 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Number of Non-Managed Accounts | $0 | 446 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Non-managed Assets ($) | $0 | 445 |
Memoranda | ||
Gross Fiduciary activities income | $450,000 | 509 |
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 | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Number of Non-Managed Accounts | $0 | 448 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Non-managed Assets ($) | $0 | 447 |
Memoranda | ||
Gross Fiduciary activities income | $301,000 | 509 |
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 | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Number of Non-Managed Accounts | $0 | 460 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Non-managed Assets ($) | $0 | 458 |
Memoranda | ||
Gross Fiduciary activities income | $147,000 | 531 |
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 | $139,000 | 836 |
Number of Managed Accounts | $126,000 | 693 |
Number of Non-Managed Accounts | $13,000 | 963 |
Total fiduciary and related assets | $151,283,000 | 462 |
Managed Assets ($) | $75,555,000 | 536 |
Non-managed Assets ($) | $75,728,000 | 297 |
Memoranda | ||
Gross Fiduciary activities income | $600,000 | 517 |
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 | $115,000 | 864 |
Number of Managed Accounts | $113,000 | 709 |
Number of Non-Managed Accounts | $2,000 | 1,222 |
Total fiduciary and related assets | $83,389,000 | 596 |
Managed Assets ($) | $77,796,000 | 506 |
Non-managed Assets ($) | $5,593,000 | 747 |
Memoranda | ||
Gross Fiduciary activities income | $451,000 | 625 |
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 | $281,000 | 732 |
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 | $177,000 | 892 |
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 | $106,000 | 997 |
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 | $131,000 | 995 |
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 | $104,000 | 1,093 |
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 | $49,000 | 1,286 |
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 | $54,000 | 1,289 |
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 |