Home > Wilmington Trust of Pennsylvania > Fiduciary and Related Services
Wilmington Trust of Pennsylvania, Fiduciary and Related Services
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 | $1,500,000 | 142 |
Number of Managed Accounts | $1,451,000 | 102 |
Number of Non-Managed Accounts | $49,000 | 278 |
Total fiduciary and related assets | $1,982,573,000 | 108 |
Managed Assets ($) | $1,831,060,000 | 85 |
Non-managed Assets ($) | $151,513,000 | 187 |
Memoranda | ||
Gross Fiduciary activities income | $8,092,000 | 97 |
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 | $1,453,000 | 147 |
Number of Managed Accounts | $1,411,000 | 111 |
Number of Non-Managed Accounts | $42,000 | 291 |
Total fiduciary and related assets | $2,135,046,000 | 111 |
Managed Assets ($) | $1,956,025,000 | 88 |
Non-managed Assets ($) | $179,021,000 | 180 |
Memoranda | ||
Gross Fiduciary activities income | $5,593,000 | 99 |
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 | $1,420,000 | 151 |
Number of Managed Accounts | $1,378,000 | 116 |
Number of Non-Managed Accounts | $42,000 | 297 |
Total fiduciary and related assets | $2,135,278,000 | 114 |
Managed Assets ($) | $1,969,074,000 | 88 |
Non-managed Assets ($) | $166,204,000 | 192 |
Memoranda | ||
Gross Fiduciary activities income | $2,715,000 | 99 |
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 | $1,370,000 | 168 |
Number of Managed Accounts | $1,329,000 | 125 |
Number of Non-Managed Accounts | $41,000 | 594 |
Total fiduciary and related assets | $2,141,981,000 | 115 |
Managed Assets ($) | $1,964,428,000 | 88 |
Non-managed Assets ($) | $177,553,000 | 196 |
Memoranda | ||
Gross Fiduciary activities income | $10,417,000 | 99 |
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 | $1,336,000 | 160 |
Number of Managed Accounts | $1,294,000 | 125 |
Number of Non-Managed Accounts | $42,000 | 283 |
Total fiduciary and related assets | $2,112,080,000 | 119 |
Managed Assets ($) | $1,930,602,000 | 88 |
Non-managed Assets ($) | $181,478,000 | 188 |
Memoranda | ||
Gross Fiduciary activities income | $7,763,000 | 98 |
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 | $1,360,000 | 161 |
Number of Managed Accounts | $1,315,000 | 122 |
Number of Non-Managed Accounts | $45,000 | 289 |
Total fiduciary and related assets | $2,059,633,000 | 124 |
Managed Assets ($) | $1,880,224,000 | 93 |
Non-managed Assets ($) | $179,409,000 | 192 |
Memoranda | ||
Gross Fiduciary activities income | $5,156,000 | 101 |
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 | $1,273,000 | 168 |
Number of Managed Accounts | $1,228,000 | 130 |
Number of Non-Managed Accounts | $45,000 | 292 |
Total fiduciary and related assets | $1,876,687,000 | 130 |
Managed Assets ($) | $1,695,878,000 | 97 |
Non-managed Assets ($) | $180,809,000 | 190 |
Memoranda | ||
Gross Fiduciary activities income | $2,373,000 | 106 |
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 | $1,257,000 | 182 |
Number of Managed Accounts | $1,212,000 | 133 |
Number of Non-Managed Accounts | $45,000 | 584 |
Total fiduciary and related assets | $1,818,869,000 | 127 |
Managed Assets ($) | $1,645,295,000 | 96 |
Non-managed Assets ($) | $173,574,000 | 195 |
Memoranda | ||
Gross Fiduciary activities income | $9,250,000 | 104 |
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 | $1,216,000 | 175 |
Number of Managed Accounts | $1,162,000 | 142 |
Number of Non-Managed Accounts | $54,000 | 279 |
Total fiduciary and related assets | $1,769,912,000 | 131 |
Managed Assets ($) | $1,602,190,000 | 100 |
Non-managed Assets ($) | $167,722,000 | 199 |
Memoranda | ||
Gross Fiduciary activities income | $6,907,000 | 109 |
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 | $1,181,000 | 184 |
Number of Managed Accounts | $1,126,000 | 148 |
Number of Non-Managed Accounts | $55,000 | 286 |
Total fiduciary and related assets | $1,544,594,000 | 147 |
Managed Assets ($) | $1,380,126,000 | 108 |
Non-managed Assets ($) | $164,468,000 | 207 |
Memoranda | ||
Gross Fiduciary activities income | $4,708,000 | 113 |
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 | $1,157,000 | 183 |
Number of Managed Accounts | $1,102,000 | 152 |
Number of Non-Managed Accounts | $55,000 | 291 |
Total fiduciary and related assets | $1,566,524,000 | 147 |
Managed Assets ($) | $1,399,470,000 | 106 |
Non-managed Assets ($) | $167,054,000 | 205 |
Memoranda | ||
Gross Fiduciary activities income | $2,505,000 | 108 |
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 | $1,121,000 | 196 |
Number of Managed Accounts | $1,064,000 | 154 |
Number of Non-Managed Accounts | $57,000 | 548 |
Total fiduciary and related assets | $1,481,703,000 | 149 |
Managed Assets ($) | $1,315,793,000 | 110 |
Non-managed Assets ($) | $165,910,000 | 215 |
Memoranda | ||
Gross Fiduciary activities income | $7,967,000 | 117 |
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 | $1,109,000 | 183 |
Number of Managed Accounts | $1,051,000 | 149 |
Number of Non-Managed Accounts | $58,000 | 284 |
Total fiduciary and related assets | $1,448,627,000 | 148 |
Managed Assets ($) | $1,284,029,000 | 111 |
Non-managed Assets ($) | $164,598,000 | 205 |
Memoranda | ||
Gross Fiduciary activities income | $6,026,000 | 116 |
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 | $1,097,000 | 186 |
Number of Managed Accounts | $1,036,000 | 154 |
Number of Non-Managed Accounts | $61,000 | 286 |
Total fiduciary and related assets | $1,390,125,000 | 148 |
Managed Assets ($) | $1,229,989,000 | 109 |
Non-managed Assets ($) | $160,136,000 | 208 |
Memoranda | ||
Gross Fiduciary activities income | $4,097,000 | 114 |
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 | $1,022,000 | 196 |
Number of Managed Accounts | $980,000 | 156 |
Number of Non-Managed Accounts | $42,000 | 312 |
Total fiduciary and related assets | $1,408,653,000 | 152 |
Managed Assets ($) | $1,244,459,000 | 111 |
Non-managed Assets ($) | $164,194,000 | 207 |
Memoranda | ||
Gross Fiduciary activities income | $1,955,000 | 120 |
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 | $989,000 | 219 |
Number of Managed Accounts | $929,000 | 168 |
Number of Non-Managed Accounts | $60,000 | 536 |
Total fiduciary and related assets | $1,327,938,000 | 156 |
Managed Assets ($) | $1,205,756,000 | 115 |
Non-managed Assets ($) | $122,182,000 | 241 |
Memoranda | ||
Gross Fiduciary activities income | $8,170,000 | 115 |
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 | $1,005,000 | 200 |
Number of Managed Accounts | $944,000 | 162 |
Number of Non-Managed Accounts | $61,000 | 291 |
Total fiduciary and related assets | $1,210,805,000 | 158 |
Managed Assets ($) | $1,098,417,000 | 116 |
Non-managed Assets ($) | $112,388,000 | 229 |
Memoranda | ||
Gross Fiduciary activities income | $5,946,000 | 118 |
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 | $944,000 | 217 |
Number of Managed Accounts | $883,000 | 175 |
Number of Non-Managed Accounts | $61,000 | 299 |
Total fiduciary and related assets | $1,201,805,000 | 162 |
Managed Assets ($) | $1,087,507,000 | 117 |
Non-managed Assets ($) | $114,298,000 | 229 |
Memoranda | ||
Gross Fiduciary activities income | $3,886,000 | 122 |
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 | $915,000 | 218 |
Number of Managed Accounts | $855,000 | 178 |
Number of Non-Managed Accounts | $60,000 | 304 |
Total fiduciary and related assets | $1,119,718,000 | 168 |
Managed Assets ($) | $1,009,488,000 | 120 |
Non-managed Assets ($) | $110,230,000 | 234 |
Memoranda | ||
Gross Fiduciary activities income | $1,919,000 | 124 |
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 | $803,000 | 282 |
Number of Managed Accounts | $771,000 | 201 |
Number of Non-Managed Accounts | $32,000 | 736 |
Total fiduciary and related assets | $1,111,302,000 | 170 |
Managed Assets ($) | $1,000,454,000 | 127 |
Non-managed Assets ($) | $110,848,000 | 245 |
Memoranda | ||
Gross Fiduciary activities income | $6,602,000 | 132 |
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 | $795,000 | 257 |
Number of Managed Accounts | $759,000 | 199 |
Number of Non-Managed Accounts | $36,000 | 344 |
Total fiduciary and related assets | $1,021,067,000 | 181 |
Managed Assets ($) | $919,622,000 | 136 |
Non-managed Assets ($) | $101,445,000 | 246 |
Memoranda | ||
Gross Fiduciary activities income | $4,693,000 | 140 |
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 | $754,000 | 276 |
Number of Managed Accounts | $719,000 | 209 |
Number of Non-Managed Accounts | $35,000 | 349 |
Total fiduciary and related assets | $1,016,987,000 | 183 |
Managed Assets ($) | $915,237,000 | 133 |
Non-managed Assets ($) | $101,750,000 | 251 |
Memoranda | ||
Gross Fiduciary activities income | $3,120,000 | 144 |
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 | $743,000 | 278 |
Number of Managed Accounts | $713,000 | 219 |
Number of Non-Managed Accounts | $30,000 | 365 |
Total fiduciary and related assets | $938,934,000 | 192 |
Managed Assets ($) | $855,374,000 | 137 |
Non-managed Assets ($) | $83,560,000 | 264 |
Memoranda | ||
Gross Fiduciary activities income | $1,294,000 | 164 |
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 | $738,000 | 314 |
Number of Managed Accounts | $708,000 | 237 |
Number of Non-Managed Accounts | $30,000 | 761 |
Total fiduciary and related assets | $903,010,000 | 199 |
Managed Assets ($) | $816,991,000 | 144 |
Non-managed Assets ($) | $86,019,000 | 280 |
Memoranda | ||
Gross Fiduciary activities income | $5,296,000 | 158 |
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 | $727,000 | 300 |
Number of Managed Accounts | $697,000 | 223 |
Number of Non-Managed Accounts | $30,000 | 728 |
Total fiduciary and related assets | $877,232,000 | 187 |
Managed Assets ($) | $774,652,000 | 146 |
Non-managed Assets ($) | $102,580,000 | 243 |
Memoranda | ||
Gross Fiduciary activities income | $4,510,000 | 181 |
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 | $4,014,000 | 189 |
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 | $3,637,000 | 238 |
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 | $2,404,000 | 285 |
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 | $1,788,000 | 343 |
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 | $1,367,000 | 433 |
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 | $902,000 | 556 |
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 | $390,000 | 814 |
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 | $0 | 1,630 |
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 |