2023-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $174,000 | 567 |
Number of Managed Accounts | $4,000 | 873 |
Number of Non-Managed Accounts | $170,000 | 184 |
Total fiduciary and related assets | $26,950,000 | 719 |
Managed Assets ($) | $1,222,000 | 886 |
Non-managed Assets ($) | $25,728,000 | 428 |
Memoranda |
Gross Fiduciary activities income | $44,000 | 777 |
2023-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
Number of Managed Accounts | $0 | 366 |
Number of Non-Managed Accounts | $0 | 365 |
Total fiduciary and related assets | $0 | 376 |
Managed Assets ($) | $0 | 366 |
Non-managed Assets ($) | $0 | 363 |
Memoranda |
Gross Fiduciary activities income | $26,000 | 789 |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 435 |
Total fiduciary and related assets | $0 | 448 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 433 |
Memoranda |
Gross Fiduciary activities income | $20,000 | 766 |
2023-03-31 | 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 | 384 |
Number of Managed Accounts | $0 | 375 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $0 | 384 |
Managed Assets ($) | $0 | 375 |
Non-managed Assets ($) | $0 | 373 |
Memoranda |
Gross Fiduciary activities income | $9,000 | 801 |
2022-12-31 | 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 | $175,000 | 590 |
Number of Managed Accounts | $5,000 | 889 |
Number of Non-Managed Accounts | $170,000 | 194 |
Total fiduciary and related assets | $26,755,000 | 748 |
Managed Assets ($) | $1,180,000 | 917 |
Non-managed Assets ($) | $25,575,000 | 436 |
Memoranda |
Gross Fiduciary activities income | $38,000 | 821 |
2022-09-30 | 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 | 399 |
Number of Managed Accounts | $0 | 389 |
Number of Non-Managed Accounts | $0 | 385 |
Total fiduciary and related assets | $0 | 399 |
Managed Assets ($) | $0 | 389 |
Non-managed Assets ($) | $0 | 385 |
Memoranda |
Gross Fiduciary activities income | $23,000 | 823 |
2022-06-30 | 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 | 430 |
Number of Managed Accounts | $0 | 422 |
Number of Non-Managed Accounts | $0 | 417 |
Total fiduciary and related assets | $0 | 430 |
Managed Assets ($) | $0 | 422 |
Non-managed Assets ($) | $0 | 417 |
Memoranda |
Gross Fiduciary activities income | $0 | 925 |
2022-03-31 | 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 | 359 |
Number of Managed Accounts | $0 | 350 |
Number of Non-Managed Accounts | $0 | 347 |
Total fiduciary and related assets | $0 | 358 |
Managed Assets ($) | $0 | 350 |
Non-managed Assets ($) | $0 | 346 |
Memoranda |
Gross Fiduciary activities income | $0 | 892 |
2021-12-31 | 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 | $170,000 | 559 |
Number of Managed Accounts | $5,000 | 875 |
Number of Non-Managed Accounts | $165,000 | 177 |
Total fiduciary and related assets | $25,921,000 | 721 |
Managed Assets ($) | $1,369,000 | 894 |
Non-managed Assets ($) | $24,552,000 | 420 |
Memoranda |
Gross Fiduciary activities income | $43,000 | 777 |
2021-09-30 | 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 | 343 |
Number of Managed Accounts | $0 | 335 |
Number of Non-Managed Accounts | $0 | 330 |
Total fiduciary and related assets | $0 | 343 |
Managed Assets ($) | $0 | 335 |
Non-managed Assets ($) | $0 | 330 |
Memoranda |
Gross Fiduciary activities income | $0 | 957 |
2021-06-30 | 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 | 409 |
Number of Managed Accounts | $0 | 401 |
Number of Non-Managed Accounts | $0 | 396 |
Total fiduciary and related assets | $0 | 409 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 395 |
Memoranda |
Gross Fiduciary activities income | $0 | 951 |
2021-03-31 | 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 | 345 |
Number of Managed Accounts | $0 | 337 |
Number of Non-Managed Accounts | $0 | 333 |
Total fiduciary and related assets | $0 | 345 |
Managed Assets ($) | $0 | 337 |
Non-managed Assets ($) | $0 | 332 |
Memoranda |
Gross Fiduciary activities income | $0 | 922 |
2020-12-31 | 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 | $164,000 | 575 |
Number of Managed Accounts | $5,000 | 899 |
Number of Non-Managed Accounts | $159,000 | 188 |
Total fiduciary and related assets | $21,114,000 | 750 |
Managed Assets ($) | $1,192,000 | 926 |
Non-managed Assets ($) | $19,922,000 | 438 |
Memoranda |
Gross Fiduciary activities income | $43,000 | 792 |
2020-09-30 | 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 | 346 |
Number of Managed Accounts | $0 | 338 |
Number of Non-Managed Accounts | $0 | 335 |
Total fiduciary and related assets | $0 | 346 |
Managed Assets ($) | $0 | 338 |
Non-managed Assets ($) | $0 | 335 |
Memoranda |
Gross Fiduciary activities income | $0 | 981 |
2020-06-30 | 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 | 406 |
Number of Managed Accounts | $0 | 397 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 406 |
Managed Assets ($) | $0 | 397 |
Non-managed Assets ($) | $0 | 391 |
Memoranda |
Gross Fiduciary activities income | $0 | 970 |
2020-03-31 | 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 | 351 |
Number of Managed Accounts | $0 | 342 |
Number of Non-Managed Accounts | $0 | 338 |
Total fiduciary and related assets | $0 | 351 |
Managed Assets ($) | $0 | 342 |
Non-managed Assets ($) | $0 | 338 |
Memoranda |
Gross Fiduciary activities income | $0 | 941 |
2019-12-31 | 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 | $159,000 | 584 |
Number of Managed Accounts | $5,000 | 922 |
Number of Non-Managed Accounts | $154,000 | 204 |
Total fiduciary and related assets | $19,811,000 | 759 |
Managed Assets ($) | $1,076,000 | 951 |
Non-managed Assets ($) | $18,735,000 | 442 |
Memoranda |
Gross Fiduciary activities income | $43,000 | 804 |
2019-09-30 | 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 | 357 |
Number of Managed Accounts | $0 | 349 |
Number of Non-Managed Accounts | $0 | 341 |
Total fiduciary and related assets | $0 | 357 |
Managed Assets ($) | $0 | 349 |
Non-managed Assets ($) | $0 | 341 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,014 |
2019-06-30 | 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 | 395 |
Number of Managed Accounts | $0 | 387 |
Number of Non-Managed Accounts | $0 | 381 |
Total fiduciary and related assets | $0 | 395 |
Managed Assets ($) | $0 | 387 |
Non-managed Assets ($) | $0 | 381 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,004 |
2019-03-31 | 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 | 402 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $0 | 402 |
Managed Assets ($) | $0 | 393 |
Non-managed Assets ($) | $0 | 384 |
Memoranda |
Gross Fiduciary activities income | $0 | 972 |
2018-12-31 | 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 | $157,000 | 604 |
Number of Managed Accounts | $6,000 | 940 |
Number of Non-Managed Accounts | $151,000 | 205 |
Total fiduciary and related assets | $18,142,000 | 789 |
Managed Assets ($) | $957,000 | 998 |
Non-managed Assets ($) | $17,185,000 | 472 |
Memoranda |
Gross Fiduciary activities income | $37,000 | 861 |
2018-09-30 | 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 | 405 |
Number of Managed Accounts | $0 | 396 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 396 |
Non-managed Assets ($) | $0 | 388 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,048 |
2018-06-30 | 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 | 407 |
Number of Managed Accounts | $0 | 398 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 407 |
Managed Assets ($) | $0 | 398 |
Non-managed Assets ($) | $0 | 391 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,037 |
2018-03-31 | 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 | 410 |
Number of Managed Accounts | $0 | 399 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 410 |
Managed Assets ($) | $0 | 398 |
Non-managed Assets ($) | $0 | 394 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,003 |
2017-12-31 | 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 | $150,000 | 624 |
Number of Managed Accounts | $6,000 | 969 |
Number of Non-Managed Accounts | $144,000 | 222 |
Total fiduciary and related assets | $16,822,000 | 818 |
Managed Assets ($) | $960,000 | 1,019 |
Non-managed Assets ($) | $15,862,000 | 488 |
Memoranda |
Gross Fiduciary activities income | $35,000 | 879 |
2017-09-30 | 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 | 401 |
Number of Managed Accounts | $0 | 391 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $0 | 401 |
Managed Assets ($) | $0 | 391 |
Non-managed Assets ($) | $0 | 384 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,093 |
2017-06-30 | 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 | 403 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $0 | 403 |
Managed Assets ($) | $0 | 393 |
Non-managed Assets ($) | $0 | 386 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,079 |
2017-03-31 | 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 | 406 |
Number of Managed Accounts | $0 | 396 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $0 | 406 |
Managed Assets ($) | $0 | 396 |
Non-managed Assets ($) | $0 | 388 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,045 |
2016-12-31 | 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 | $150,000 | 635 |
Number of Managed Accounts | $7,000 | 1,000 |
Number of Non-Managed Accounts | $143,000 | 228 |
Total fiduciary and related assets | $15,534,000 | 856 |
Managed Assets ($) | $1,164,000 | 1,045 |
Non-managed Assets ($) | $14,370,000 | 512 |
Memoranda |
Gross Fiduciary activities income | $42,000 | 887 |
2016-09-30 | 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 | 414 |
Number of Managed Accounts | $0 | 402 |
Number of Non-Managed Accounts | $0 | 399 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 397 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,132 |
2016-06-30 | 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 | 419 |
Number of Managed Accounts | $0 | 406 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 406 |
Non-managed Assets ($) | $0 | 403 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,122 |
2016-03-31 | 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 | 418 |
Number of Managed Accounts | $0 | 406 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 407 |
Non-managed Assets ($) | $0 | 403 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,076 |
2015-12-31 | 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 | $151,000 | 653 |
Number of Managed Accounts | $9,000 | 994 |
Number of Non-Managed Accounts | $142,000 | 234 |
Total fiduciary and related assets | $19,026,000 | 848 |
Managed Assets ($) | $5,480,000 | 949 |
Non-managed Assets ($) | $13,546,000 | 531 |
Memoranda |
Gross Fiduciary activities income | $44,000 | 906 |
2015-09-30 | 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 | 414 |
Number of Managed Accounts | $0 | 401 |
Number of Non-Managed Accounts | $0 | 398 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Non-managed Assets ($) | $0 | 397 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,169 |
2015-06-30 | 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 | 420 |
Number of Managed Accounts | $0 | 405 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 405 |
Non-managed Assets ($) | $0 | 401 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,152 |
2015-03-31 | 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 | 418 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 403 |
Non-managed Assets ($) | $0 | 402 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,118 |
2014-12-31 | 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 | $153,000 | 673 |
Number of Managed Accounts | $11,000 | 998 |
Number of Non-Managed Accounts | $142,000 | 245 |
Total fiduciary and related assets | $19,699,000 | 880 |
Managed Assets ($) | $7,366,000 | 935 |
Non-managed Assets ($) | $12,333,000 | 567 |
Memoranda |
Gross Fiduciary activities income | $50,000 | 930 |
2014-09-30 | 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 | 403 |
Number of Non-Managed Accounts | $0 | 402 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 402 |
Non-managed Assets ($) | $0 | 400 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,202 |
2014-06-30 | 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 | 417 |
Number of Managed Accounts | $0 | 403 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 404 |
Non-managed Assets ($) | $0 | 402 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,182 |
2014-03-31 | 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 | 424 |
Number of Managed Accounts | $0 | 411 |
Number of Non-Managed Accounts | $0 | 408 |
Total fiduciary and related assets | $0 | 423 |
Managed Assets ($) | $0 | 411 |
Non-managed Assets ($) | $0 | 406 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,141 |
2013-12-31 | 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 | $149,000 | 678 |
Number of Managed Accounts | $14,000 | 1,002 |
Number of Non-Managed Accounts | $135,000 | 251 |
Total fiduciary and related assets | $23,972,000 | 863 |
Managed Assets ($) | $13,993,000 | 869 |
Non-managed Assets ($) | $9,979,000 | 610 |
Memoranda |
Gross Fiduciary activities income | $56,000 | 928 |
2013-09-30 | 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 | 406 |
Number of Managed Accounts | $0 | 391 |
Number of Non-Managed Accounts | $0 | 390 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $0 | 388 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,238 |
2013-06-30 | 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 | 410 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $0 | 389 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,226 |
2013-03-31 | 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 | 414 |
Number of Managed Accounts | $0 | 400 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 412 |
Managed Assets ($) | $0 | 399 |
Non-managed Assets ($) | $0 | 392 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,171 |
2012-12-31 | 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 | $147,000 | 687 |
Number of Managed Accounts | $16,000 | 995 |
Number of Non-Managed Accounts | $131,000 | 269 |
Total fiduciary and related assets | $20,491,000 | 886 |
Managed Assets ($) | $12,396,000 | 886 |
Non-managed Assets ($) | $8,095,000 | 642 |
Memoranda |
Gross Fiduciary activities income | $54,000 | 961 |
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 | $0 | 1,274 |
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 | $0 | 1,262 |
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 | $0 | 1,204 |
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 | $130,000 | 725 |
Number of Managed Accounts | $15,000 | 1,033 |
Number of Non-Managed Accounts | $115,000 | 289 |
Total fiduciary and related assets | $19,594,000 | 896 |
Managed Assets ($) | $12,322,000 | 894 |
Non-managed Assets ($) | $7,272,000 | 654 |
Memoranda |
Gross Fiduciary activities income | $53,000 | 914 |
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 | $0 | 1,257 |
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 | $0 | 1,239 |
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 | $0 | 1,199 |
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 | $134,000 | 737 |
Number of Managed Accounts | $23,000 | 1,010 |
Number of Non-Managed Accounts | $111,000 | 312 |
Total fiduciary and related assets | $18,645,000 | 942 |
Managed Assets ($) | $12,648,000 | 919 |
Non-managed Assets ($) | $5,997,000 | 713 |
Memoranda |
Gross Fiduciary activities income | $51,000 | 959 |
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 | $0 | 412 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Non-managed Assets ($) | $0 | 389 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,319 |
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 | $0 | 414 |
Number of Managed Accounts | $0 | 393 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Non-managed Assets ($) | $0 | 392 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,300 |
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 | $0 | 421 |
Number of Managed Accounts | $0 | 397 |
Number of Non-Managed Accounts | $0 | 401 |
Total fiduciary and related assets | $0 | 419 |
Managed Assets ($) | $0 | 397 |
Non-managed Assets ($) | $0 | 399 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,246 |
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 | $133,000 | 751 |
Number of Managed Accounts | $22,000 | 1,043 |
Number of Non-Managed Accounts | $111,000 | 326 |
Total fiduciary and related assets | $18,256,000 | 955 |
Managed Assets ($) | $12,290,000 | 935 |
Non-managed Assets ($) | $5,966,000 | 716 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,390 |
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 | $0 | 409 |
Number of Managed Accounts | $0 | 386 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Non-managed Assets ($) | $0 | 385 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,353 |
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 | $0 | 415 |
Number of Managed Accounts | $0 | 392 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $0 | 391 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,340 |
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 | $0 | 418 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $0 | 392 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,285 |
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 | $129,000 | 781 |
Number of Managed Accounts | $23,000 | 1,058 |
Number of Non-Managed Accounts | $106,000 | 345 |
Total fiduciary and related assets | $18,386,000 | 962 |
Managed Assets ($) | $12,519,000 | 935 |
Non-managed Assets ($) | $5,867,000 | 697 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,441 |
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 | $0 | 441 |
Number of Managed Accounts | $0 | 419 |
Number of Non-Managed Accounts | $0 | 421 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Non-managed Assets ($) | $0 | 420 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,405 |
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 | $0 | 450 |
Number of Managed Accounts | $0 | 425 |
Number of Non-Managed Accounts | $0 | 427 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Non-managed Assets ($) | $0 | 426 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,395 |
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 | $0 | 460 |
Number of Managed Accounts | $0 | 434 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Non-managed Assets ($) | $0 | 431 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,326 |
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 | $122,000 | 814 |
Number of Managed Accounts | $17,000 | 1,153 |
Number of Non-Managed Accounts | $105,000 | 347 |
Total fiduciary and related assets | $19,151,000 | 997 |
Managed Assets ($) | $12,688,000 | 984 |
Non-managed Assets ($) | $6,463,000 | 721 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,498 |
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 | $0 | 444 |
Number of Managed Accounts | $0 | 421 |
Number of Non-Managed Accounts | $0 | 417 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Non-managed Assets ($) | $0 | 416 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,458 |
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 | $0 | 450 |
Number of Managed Accounts | $0 | 427 |
Number of Non-Managed Accounts | $0 | 422 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Non-managed Assets ($) | $0 | 421 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,429 |
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 | $0 | 451 |
Number of Managed Accounts | $0 | 427 |
Number of Non-Managed Accounts | $0 | 425 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Non-managed Assets ($) | $0 | 424 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,355 |
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 | $112,000 | 854 |
Number of Managed Accounts | $8,000 | 1,320 |
Number of Non-Managed Accounts | $104,000 | 357 |
Total fiduciary and related assets | $10,706,000 | 1,112 |
Managed Assets ($) | $3,853,000 | 1,227 |
Non-managed Assets ($) | $6,853,000 | 722 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,523 |
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 | $0 | 432 |
Number of Managed Accounts | $0 | 409 |
Number of Non-Managed Accounts | $0 | 409 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Non-managed Assets ($) | $0 | 408 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,468 |
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 | $0 | 435 |
Number of Managed Accounts | $0 | 413 |
Number of Non-Managed Accounts | $0 | 412 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Non-managed Assets ($) | $0 | 411 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,458 |
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 | $0 | 458 |
Number of Managed Accounts | $0 | 437 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Non-managed Assets ($) | $0 | 422 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,380 |
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 | $96,000 | 928 |
Number of Managed Accounts | $8,000 | 1,367 |
Number of Non-Managed Accounts | $88,000 | 412 |
Total fiduciary and related assets | $9,531,000 | 1,147 |
Managed Assets ($) | $4,050,000 | 1,246 |
Non-managed Assets ($) | $5,481,000 | 765 |
Memoranda |
Gross Fiduciary activities income | $34,000 | 1,106 |
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 | $0 | 444 |
Number of Managed Accounts | $0 | 422 |
Number of Non-Managed Accounts | $0 | 414 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 423 |
Non-managed Assets ($) | $0 | 412 |
Memoranda |
Gross Fiduciary activities income | $22,000 | 1,104 |
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 | $0 | 460 |
Number of Managed Accounts | $0 | 435 |
Number of Non-Managed Accounts | $0 | 431 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Non-managed Assets ($) | $0 | 429 |
Memoranda |
Gross Fiduciary activities income | $4,000 | 1,282 |
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 | $0 | 465 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 431 |
Memoranda |
Gross Fiduciary activities income | $1,000 | 1,320 |
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 | $86,000 | 973 |
Number of Managed Accounts | $8,000 | 1,381 |
Number of Non-Managed Accounts | $78,000 | 463 |
Total fiduciary and related assets | $8,349,000 | 1,186 |
Managed Assets ($) | $3,891,000 | 1,259 |
Non-managed Assets ($) | $4,458,000 | 812 |
Memoranda |
Gross Fiduciary activities income | $12,000 | 1,285 |
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 | $0 | 453 |
Number of Managed Accounts | $0 | 424 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Non-managed Assets ($) | $0 | 421 |
Memoranda |
Gross Fiduciary activities income | $5,000 | 1,342 |
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 | $0 | 462 |
Number of Managed Accounts | $0 | 429 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Non-managed Assets ($) | $0 | 429 |
Memoranda |
Gross Fiduciary activities income | $4,000 | 1,319 |
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 | $0 | 473 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 436 |
Memoranda |
Gross Fiduciary activities income | $1,000 | 1,344 |
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 | $83,000 | 1,010 |
Number of Managed Accounts | $7,000 | 1,462 |
Number of Non-Managed Accounts | $76,000 | 507 |
Total fiduciary and related assets | $7,000,000 | 1,255 |
Managed Assets ($) | $3,073,000 | 1,329 |
Non-managed Assets ($) | $3,927,000 | 861 |
Memoranda |
Gross Fiduciary activities income | $9,000 | 1,372 |
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 | $3,000 | 1,448 |
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 | $1,000 | 1,488 |
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 | $0 | 1,504 |
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 | $60,000 | 1,146 |
Number of Managed Accounts | $5,000 | 1,573 |
Number of Non-Managed Accounts | $55,000 | 600 |
Total fiduciary and related assets | $3,480,000 | 1,442 |
Managed Assets ($) | $659,000 | 1,604 |
Non-managed Assets ($) | $2,821,000 | 915 |
Memoranda |
Gross Fiduciary activities income | $5,000 | 1,497 |
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 | $48,000 | 1,151 |
Number of Managed Accounts | $4,000 | 1,581 |
Number of Non-Managed Accounts | $44,000 | 626 |
Total fiduciary and related assets | $2,211,000 | 1,465 |
Managed Assets ($) | $654,000 | 1,575 |
Non-managed Assets ($) | $1,557,000 | 984 |
Memoranda |
Gross Fiduciary activities income | $1,000 | 1,678 |
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 | $1,000 | 1,318 |
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 | $1,000 | 1,355 |
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 | $1,000 | 1,376 |
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 | $1,000 | 1,427 |
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 | $1,000 | 1,500 |
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 | $1,000 | 1,568 |
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 | $1,000 | 1,574 |
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 | $2,000 | 1,590 |
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 | $2,000 | 1,625 |