Home > Farmers Trust & Savings Bank > Fiduciary and Related Services
Farmers Trust & Savings Bank, Fiduciary and Related Services
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 | $7,000 | 904 |
Number of Managed Accounts | $7,000 | 830 |
Number of Non-Managed Accounts | $0 | 825 |
Total fiduciary and related assets | $1,102,000 | 916 |
Managed Assets ($) | $1,102,000 | 888 |
Non-managed Assets ($) | $0 | 820 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 981 |
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 | $0 | 950 |
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 | $0 | 931 |
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 | $0 | 913 |
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 | $7,000 | 952 |
Number of Managed Accounts | $7,000 | 868 |
Number of Non-Managed Accounts | $0 | 869 |
Total fiduciary and related assets | $1,070,000 | 955 |
Managed Assets ($) | $1,070,000 | 921 |
Non-managed Assets ($) | $0 | 864 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,005 |
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 | $0 | 968 |
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 | $7,000 | 928 |
Number of Managed Accounts | $7,000 | 851 |
Number of Non-Managed Accounts | $0 | 847 |
Total fiduciary and related assets | $1,024,000 | 939 |
Managed Assets ($) | $1,024,000 | 907 |
Non-managed Assets ($) | $0 | 841 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 994 |
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 | $7,000 | 958 |
Number of Managed Accounts | $7,000 | 876 |
Number of Non-Managed Accounts | $0 | 874 |
Total fiduciary and related assets | $968,000 | 969 |
Managed Assets ($) | $968,000 | 932 |
Non-managed Assets ($) | $0 | 869 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,030 |
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 | $7,000 | 991 |
Number of Managed Accounts | $7,000 | 901 |
Number of Non-Managed Accounts | $0 | 902 |
Total fiduciary and related assets | $948,000 | 1,003 |
Managed Assets ($) | $948,000 | 960 |
Non-managed Assets ($) | $0 | 897 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,051 |
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 | $7,000 | 1,025 |
Number of Managed Accounts | $7,000 | 928 |
Number of Non-Managed Accounts | $0 | 932 |
Total fiduciary and related assets | $911,000 | 1,045 |
Managed Assets ($) | $911,000 | 1,001 |
Non-managed Assets ($) | $0 | 927 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,098 |
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 | $7,000 | 1,061 |
Number of Managed Accounts | $7,000 | 955 |
Number of Non-Managed Accounts | $0 | 965 |
Total fiduciary and related assets | $884,000 | 1,080 |
Managed Assets ($) | $884,000 | 1,023 |
Non-managed Assets ($) | $0 | 958 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,137 |
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 | $7,000 | 1,106 |
Number of Managed Accounts | $7,000 | 1,000 |
Number of Non-Managed Accounts | $0 | 999 |
Total fiduciary and related assets | $848,000 | 1,121 |
Managed Assets ($) | $848,000 | 1,067 |
Non-managed Assets ($) | $0 | 989 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,172 |
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 | $7,000 | 1,142 |
Number of Managed Accounts | $7,000 | 1,023 |
Number of Non-Managed Accounts | $0 | 1,030 |
Total fiduciary and related assets | $802,000 | 1,151 |
Managed Assets ($) | $802,000 | 1,095 |
Non-managed Assets ($) | $0 | 1,021 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,209 |
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 | $7,000 | 1,187 |
Number of Managed Accounts | $7,000 | 1,062 |
Number of Non-Managed Accounts | $0 | 1,082 |
Total fiduciary and related assets | $785,000 | 1,206 |
Managed Assets ($) | $785,000 | 1,143 |
Non-managed Assets ($) | $0 | 1,074 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,256 |
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 | $7,000 | 1,218 |
Number of Managed Accounts | $7,000 | 1,089 |
Number of Non-Managed Accounts | $0 | 1,110 |
Total fiduciary and related assets | $744,000 | 1,243 |
Managed Assets ($) | $744,000 | 1,172 |
Non-managed Assets ($) | $0 | 1,098 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,299 |
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 | $7,000 | 1,239 |
Number of Managed Accounts | $7,000 | 1,109 |
Number of Non-Managed Accounts | $0 | 1,135 |
Total fiduciary and related assets | $707,000 | 1,273 |
Managed Assets ($) | $707,000 | 1,205 |
Non-managed Assets ($) | $0 | 1,126 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,334 |
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 | $7,000 | 1,281 |
Number of Managed Accounts | $7,000 | 1,146 |
Number of Non-Managed Accounts | $0 | 1,166 |
Total fiduciary and related assets | $692,000 | 1,314 |
Managed Assets ($) | $692,000 | 1,240 |
Non-managed Assets ($) | $0 | 1,160 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,311 |
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 | $6,000 | 1,359 |
Number of Managed Accounts | $6,000 | 1,212 |
Number of Non-Managed Accounts | $0 | 1,219 |
Total fiduciary and related assets | $653,000 | 1,382 |
Managed Assets ($) | $653,000 | 1,298 |
Non-managed Assets ($) | $0 | 1,212 |
Memoranda | ||
Gross Fiduciary activities income | $1,000 | 1,307 |
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 | $7,000 | 1,382 |
Number of Managed Accounts | $7,000 | 1,234 |
Number of Non-Managed Accounts | $0 | 1,248 |
Total fiduciary and related assets | $663,000 | 1,420 |
Managed Assets ($) | $663,000 | 1,333 |
Non-managed Assets ($) | $0 | 1,242 |
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 | $7,000 | 1,419 |
Number of Managed Accounts | $7,000 | 1,272 |
Number of Non-Managed Accounts | $0 | 1,251 |
Total fiduciary and related assets | $598,000 | 1,462 |
Managed Assets ($) | $598,000 | 1,378 |
Non-managed Assets ($) | $0 | 1,241 |
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 | $7,000 | 1,473 |
Number of Managed Accounts | $7,000 | 1,319 |
Number of Non-Managed Accounts | $0 | 1,300 |
Total fiduciary and related assets | $628,000 | 1,516 |
Managed Assets ($) | $628,000 | 1,419 |
Non-managed Assets ($) | $0 | 1,291 |
Memoranda | ||
Gross Fiduciary activities income | $1,000 | 1,439 |
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 | $1,000 | 1,384 |
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 | $1,000 | 1,345 |
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 | $8,000 | 1,483 |
Number of Managed Accounts | $8,000 | 1,320 |
Number of Non-Managed Accounts | $0 | 1,332 |
Total fiduciary and related assets | $698,000 | 1,535 |
Managed Assets ($) | $698,000 | 1,440 |
Non-managed Assets ($) | $0 | 1,321 |
Memoranda | ||
Gross Fiduciary activities income | $1,000 | 1,470 |
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 | $1,000 | 1,409 |
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 | $1,000 | 1,376 |
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 | $8,000 | 1,530 |
Number of Managed Accounts | $8,000 | 1,367 |
Number of Non-Managed Accounts | $0 | 1,373 |
Total fiduciary and related assets | $642,000 | 1,595 |
Managed Assets ($) | $642,000 | 1,497 |
Non-managed Assets ($) | $0 | 1,365 |
Memoranda | ||
Gross Fiduciary activities income | $1,000 | 1,485 |
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 | $1,000 | 1,428 |
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 | $1,000 | 1,384 |
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 | $0 | 1,418 |
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 | $9,000 | 1,531 |
Number of Managed Accounts | $9,000 | 1,356 |
Number of Non-Managed Accounts | $0 | 1,368 |
Total fiduciary and related assets | $682,000 | 1,617 |
Managed Assets ($) | $682,000 | 1,517 |
Non-managed Assets ($) | $0 | 1,358 |
Memoranda | ||
Gross Fiduciary activities income | $2,000 | 1,487 |
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 | $1,000 | 1,478 |
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 | $1,000 | 1,443 |
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 | $0 | 1,441 |
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 | $13,000 | 1,503 |
Number of Managed Accounts | $13,000 | 1,333 |
Number of Non-Managed Accounts | $0 | 1,417 |
Total fiduciary and related assets | $2,704,000 | 1,453 |
Managed Assets ($) | $2,704,000 | 1,352 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda | ||
Gross Fiduciary activities income | $14,000 | 1,304 |
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 | $14,000 | 1,237 |
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 | $2,000 | 1,432 |
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 | $1,000 | 1,409 |
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 | $13,000 | 1,556 |
Number of Managed Accounts | $13,000 | 1,387 |
Number of Non-Managed Accounts | $0 | 1,465 |
Total fiduciary and related assets | $2,402,000 | 1,516 |
Managed Assets ($) | $2,402,000 | 1,416 |
Non-managed Assets ($) | $0 | 1,452 |
Memoranda | ||
Gross Fiduciary activities income | $13,000 | 1,361 |
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 | $13,000 | 1,505 |
Number of Managed Accounts | $13,000 | 1,351 |
Number of Non-Managed Accounts | $0 | 1,385 |
Total fiduciary and related assets | $2,206,000 | 1,466 |
Managed Assets ($) | $2,206,000 | 1,382 |
Non-managed Assets ($) | $0 | 1,377 |
Memoranda | ||
Gross Fiduciary activities income | $2,000 | 1,637 |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
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 | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |