Home > United States Trust Company > Fiduciary and Related Services
United States Trust Company, Fiduciary and Related Services
| 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 | $35,337,000 | 20 |
| Number of Managed Accounts | $33,461,000 | 8 |
| Number of Non-Managed Accounts | $1,876,000 | 55 |
| Total fiduciary and related assets | $133,566,275,000 | 17 |
| Managed Assets ($) | $118,274,300,000 | 5 |
| Non-managed Assets ($) | $15,291,975,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,117,000 | 17 |
| 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 | $36,406,000 | 19 |
| Number of Managed Accounts | $34,515,000 | 7 |
| Number of Non-Managed Accounts | $1,891,000 | 51 |
| Total fiduciary and related assets | $139,352,523,000 | 16 |
| Managed Assets ($) | $122,823,164,000 | 6 |
| Non-managed Assets ($) | $16,529,359,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,708,000 | 26 |
| 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 | $36,804,000 | 17 |
| Number of Managed Accounts | $34,928,000 | 7 |
| Number of Non-Managed Accounts | $1,876,000 | 51 |
| Total fiduciary and related assets | $139,039,705,000 | 16 |
| Managed Assets ($) | $122,020,102,000 | 6 |
| Non-managed Assets ($) | $17,019,603,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,086,000 | 12 |
| 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 | $37,127,000 | 19 |
| Number of Managed Accounts | $35,247,000 | 8 |
| Number of Non-Managed Accounts | $1,880,000 | 51 |
| Total fiduciary and related assets | $142,990,177,000 | 16 |
| Managed Assets ($) | $119,100,694,000 | 7 |
| Non-managed Assets ($) | $23,889,483,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,208,000 | 11 |
| 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 | $37,388,000 | 19 |
| Number of Managed Accounts | $35,504,000 | 8 |
| Number of Non-Managed Accounts | $1,884,000 | 57 |
| Total fiduciary and related assets | $141,322,975,000 | 16 |
| Managed Assets ($) | $118,512,672,000 | 8 |
| Non-managed Assets ($) | $22,810,303,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,448,000 | 12 |
| 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 | $37,843,000 | 19 |
| Number of Managed Accounts | $35,924,000 | 7 |
| Number of Non-Managed Accounts | $1,919,000 | 54 |
| Total fiduciary and related assets | $137,260,655,000 | 16 |
| Managed Assets ($) | $115,477,214,000 | 7 |
| Non-managed Assets ($) | $21,783,441,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,652,000 | 12 |
| 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 | $40,276,000 | 19 |
| Number of Managed Accounts | $38,344,000 | 7 |
| Number of Non-Managed Accounts | $1,932,000 | 54 |
| Total fiduciary and related assets | $135,424,669,000 | 15 |
| Managed Assets ($) | $115,035,444,000 | 6 |
| Non-managed Assets ($) | $20,389,225,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,607,000 | 11 |
| 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 | $40,331,000 | 19 |
| Number of Managed Accounts | $38,404,000 | 7 |
| Number of Non-Managed Accounts | $1,927,000 | 53 |
| Total fiduciary and related assets | $135,082,363,000 | 15 |
| Managed Assets ($) | $114,723,868,000 | 5 |
| Non-managed Assets ($) | $20,358,495,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,942,000 | 10 |
| 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 | $16,154,000 | 35 |
| Number of Managed Accounts | $14,500,000 | 19 |
| Number of Non-Managed Accounts | $1,654,000 | 61 |
| Total fiduciary and related assets | $64,509,230,000 | 22 |
| Managed Assets ($) | $60,015,495,000 | 12 |
| Non-managed Assets ($) | $4,493,735,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,439,000 | 20 |
| 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 | $15,799,000 | 34 |
| Number of Managed Accounts | $14,322,000 | 18 |
| Number of Non-Managed Accounts | $1,477,000 | 57 |
| Total fiduciary and related assets | $63,707,181,000 | 24 |
| Managed Assets ($) | $60,275,347,000 | 12 |
| Non-managed Assets ($) | $3,431,834,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,704,000 | 20 |
| 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 | $15,652,000 | 33 |
| Number of Managed Accounts | $14,244,000 | 18 |
| Number of Non-Managed Accounts | $1,408,000 | 58 |
| Total fiduciary and related assets | $60,906,069,000 | 23 |
| Managed Assets ($) | $57,863,065,000 | 12 |
| Non-managed Assets ($) | $3,043,004,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,546,000 | 20 |
| 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 | $15,598,000 | 34 |
| Number of Managed Accounts | $14,231,000 | 19 |
| Number of Non-Managed Accounts | $1,367,000 | 62 |
| Total fiduciary and related assets | $60,150,447,000 | 24 |
| Managed Assets ($) | $57,499,340,000 | 13 |
| Non-managed Assets ($) | $2,651,107,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,760,000 | 21 |
| 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 | $15,552,000 | 36 |
| Number of Managed Accounts | $14,277,000 | 19 |
| Number of Non-Managed Accounts | $1,275,000 | 74 |
| Total fiduciary and related assets | $61,299,657,000 | 25 |
| Managed Assets ($) | $59,351,574,000 | 13 |
| Non-managed Assets ($) | $1,948,083,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,235,000 | 20 |
| 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 | $15,585,000 | 33 |
| Number of Managed Accounts | $14,389,000 | 19 |
| Number of Non-Managed Accounts | $1,196,000 | 70 |
| Total fiduciary and related assets | $57,848,765,000 | 27 |
| Managed Assets ($) | $56,449,837,000 | 13 |
| Non-managed Assets ($) | $1,398,928,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $158,387,000 | 20 |
| 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 | $15,703,000 | 32 |
| Number of Managed Accounts | $14,501,000 | 19 |
| Number of Non-Managed Accounts | $1,202,000 | 74 |
| Total fiduciary and related assets | $57,813,557,000 | 27 |
| Managed Assets ($) | $56,395,165,000 | 13 |
| Non-managed Assets ($) | $1,418,392,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,219,000 | 20 |
| 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 | $15,683,000 | 32 |
| Number of Managed Accounts | $14,512,000 | 20 |
| Number of Non-Managed Accounts | $1,171,000 | 73 |
| Total fiduciary and related assets | $57,299,654,000 | 27 |
| Managed Assets ($) | $56,055,241,000 | 14 |
| Non-managed Assets ($) | $1,244,413,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,429,000 | 22 |
| 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 | $15,724,000 | 35 |
| Number of Managed Accounts | $14,555,000 | 21 |
| Number of Non-Managed Accounts | $1,169,000 | 83 |
| Total fiduciary and related assets | $57,273,812,000 | 28 |
| Managed Assets ($) | $56,049,890,000 | 13 |
| Non-managed Assets ($) | $1,223,922,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,201,000 | 23 |
| 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 | $15,703,000 | 33 |
| Number of Managed Accounts | $14,541,000 | 19 |
| Number of Non-Managed Accounts | $1,162,000 | 80 |
| Total fiduciary and related assets | $53,991,508,000 | 26 |
| Managed Assets ($) | $52,839,476,000 | 14 |
| Non-managed Assets ($) | $1,152,032,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,991,000 | 22 |
| 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 | $15,754,000 | 35 |
| Number of Managed Accounts | $14,561,000 | 18 |
| Number of Non-Managed Accounts | $1,193,000 | 79 |
| Total fiduciary and related assets | $53,409,521,000 | 27 |
| Managed Assets ($) | $52,252,397,000 | 15 |
| Non-managed Assets ($) | $1,157,124,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,056,000 | 22 |
| 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 | $16,013,000 | 33 |
| Number of Managed Accounts | $14,803,000 | 18 |
| Number of Non-Managed Accounts | $1,210,000 | 82 |
| Total fiduciary and related assets | $50,792,160,000 | 26 |
| Managed Assets ($) | $49,719,743,000 | 14 |
| Non-managed Assets ($) | $1,072,417,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,677,000 | 22 |
| 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 | $16,275,000 | 32 |
| Number of Managed Accounts | $15,056,000 | 18 |
| Number of Non-Managed Accounts | $1,219,000 | 86 |
| Total fiduciary and related assets | $50,461,074,000 | 26 |
| Managed Assets ($) | $49,387,498,000 | 15 |
| Non-managed Assets ($) | $1,073,576,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,943,000 | 22 |
| 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 | $15,996,000 | 30 |
| Number of Managed Accounts | $14,671,000 | 18 |
| Number of Non-Managed Accounts | $1,325,000 | 80 |
| Total fiduciary and related assets | $57,448,799,000 | 24 |
| Managed Assets ($) | $56,357,695,000 | 13 |
| Non-managed Assets ($) | $1,091,104,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,719,000 | 21 |
| 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 | $278,874,000 | 23 |
| 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 | $243,520,000 | 22 |
| 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 | $209,287,000 | 21 |
| 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 | $183,427,000 | 20 |
| 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 | $168,989,000 | 15 |
| 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 | $196,571,000 | 12 |