Home > Union Safe Deposit Bank > Fiduciary and Related Services
Union Safe Deposit Bank, Fiduciary and Related Services
| 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 | $471,000 | 402 |
| Number of Managed Accounts | $466,000 | 299 |
| Number of Non-Managed Accounts | $5,000 | 1,107 |
| Total fiduciary and related assets | $309,017,000 | 324 |
| Managed Assets ($) | $307,824,000 | 250 |
| Non-managed Assets ($) | $1,193,000 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $220,000 | 765 |
| 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 | $473,000 | 324 |
| Number of Managed Accounts | $468,000 | 267 |
| Number of Non-Managed Accounts | $5,000 | 393 |
| Total fiduciary and related assets | $294,143,000 | 325 |
| Managed Assets ($) | $292,948,000 | 252 |
| Non-managed Assets ($) | $1,195,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 327 |
| 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 | $483,000 | 325 |
| Number of Managed Accounts | $477,000 | 266 |
| Number of Non-Managed Accounts | $6,000 | 394 |
| Total fiduciary and related assets | $160,976,000 | 382 |
| Managed Assets ($) | $159,486,000 | 328 |
| Non-managed Assets ($) | $1,490,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 327 |
| 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 | $492,000 | 327 |
| Number of Managed Accounts | $485,000 | 267 |
| Number of Non-Managed Accounts | $7,000 | 401 |
| Total fiduciary and related assets | $162,328,000 | 389 |
| Managed Assets ($) | $160,943,000 | 339 |
| Non-managed Assets ($) | $1,385,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 330 |
| 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 | $489,000 | 414 |
| Number of Managed Accounts | $480,000 | 305 |
| Number of Non-Managed Accounts | $9,000 | 1,027 |
| Total fiduciary and related assets | $158,501,000 | 459 |
| Managed Assets ($) | $154,682,000 | 379 |
| Non-managed Assets ($) | $3,819,000 | 867 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,312,000 | 332 |
| 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 | $489,000 | 332 |
| Number of Managed Accounts | $480,000 | 278 |
| Number of Non-Managed Accounts | $9,000 | 401 |
| Total fiduciary and related assets | $153,207,000 | 390 |
| Managed Assets ($) | $149,546,000 | 336 |
| Non-managed Assets ($) | $3,661,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 334 |
| 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 | $509,000 | 331 |
| Number of Managed Accounts | $498,000 | 272 |
| Number of Non-Managed Accounts | $11,000 | 400 |
| Total fiduciary and related assets | $152,383,000 | 391 |
| Managed Assets ($) | $148,790,000 | 340 |
| Non-managed Assets ($) | $3,593,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $713,000 | 330 |
| 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 | $524,000 | 328 |
| Number of Managed Accounts | $513,000 | 276 |
| Number of Non-Managed Accounts | $11,000 | 412 |
| Total fiduciary and related assets | $161,183,000 | 397 |
| Managed Assets ($) | $148,986,000 | 348 |
| Non-managed Assets ($) | $12,197,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,000 | 317 |
| 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 | $557,000 | 383 |
| Number of Managed Accounts | $544,000 | 289 |
| Number of Non-Managed Accounts | $13,000 | 963 |
| Total fiduciary and related assets | $166,752,000 | 444 |
| Managed Assets ($) | $154,160,000 | 378 |
| Non-managed Assets ($) | $12,592,000 | 607 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,653,000 | 313 |
| 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 | $604,000 | 340 |
| Number of Managed Accounts | $591,000 | 256 |
| Number of Non-Managed Accounts | $13,000 | 923 |
| Total fiduciary and related assets | $162,615,000 | 430 |
| Managed Assets ($) | $147,075,000 | 380 |
| Non-managed Assets ($) | $15,540,000 | 547 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,452,000 | 345 |
| 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 | $1,495,000 | 341 |
| 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 | $1,303,000 | 401 |
| 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 | $1,446,000 | 381 |
| 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 | $1,050,000 | 455 |
| 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 | $931,000 | 528 |
| 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 | $865,000 | 567 |
| 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 | $840,000 | 564 |
| 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 | $829,000 | 592 |
| 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 | $766,000 | 626 |