First Federal Bank of California, a Federal Savings Bank, Fiduciary and Related Services

2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$64,000384
Number of Managed Accounts$58,000356
Number of Non-Managed Accounts$6,000359
Total fiduciary and related assets$15,142,000394
Managed Assets ($)$13,221,000367
Non-managed Assets ($)$1,921,000363
Memoranda
Gross Fiduciary activities incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$61,000392
Number of Managed Accounts$56,000365
Number of Non-Managed Accounts$5,000373
Total fiduciary and related assets$15,397,000400
Managed Assets ($)$13,810,000372
Non-managed Assets ($)$1,587,000370
Memoranda
Gross Fiduciary activities incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$64,000390
Number of Managed Accounts$59,000365
Number of Non-Managed Accounts$5,000372
Total fiduciary and related assets$22,724,000395
Managed Assets ($)$21,126,000368
Non-managed Assets ($)$1,598,000370
Memoranda
Gross Fiduciary activities incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$64,000986
Number of Managed Accounts$59,000848
Number of Non-Managed Accounts$5,0001,031
Total fiduciary and related assets$20,049,000946
Managed Assets ($)$17,506,000873
Non-managed Assets ($)$2,543,000833
Memoranda
Gross Fiduciary activities incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$59,000422
Number of Managed Accounts$56,000393
Number of Non-Managed Accounts$3,000403
Total fiduciary and related assets$23,754,000425
Managed Assets ($)$18,568,000400
Non-managed Assets ($)$5,186,000371
Memoranda
Gross Fiduciary activities incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$56,000427
Number of Managed Accounts$55,000397
Number of Non-Managed Accounts$1,000422
Total fiduciary and related assets$24,092,000432
Managed Assets ($)$19,175,000406
Non-managed Assets ($)$4,917,000378
Memoranda
Gross Fiduciary activities incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$52,000434
Number of Managed Accounts$51,000403
Number of Non-Managed Accounts$1,000430
Total fiduciary and related assets$35,741,000430
Managed Assets ($)$19,120,000411
Non-managed Assets ($)$16,621,000340
Memoranda
Gross Fiduciary activities incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$49,0001,079
Number of Managed Accounts$48,000911
Number of Non-Managed Accounts$1,0001,215
Total fiduciary and related assets$42,703,000828
Managed Assets ($)$20,107,000890
Non-managed Assets ($)$22,596,000484
Memoranda
Gross Fiduciary activities incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$44,000417
Number of Managed Accounts$43,000389
Number of Non-Managed Accounts$1,000413
Total fiduciary and related assets$47,704,000408
Managed Assets ($)$16,161,000399
Non-managed Assets ($)$31,543,000301
Memoranda
Gross Fiduciary activities incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$44,000422
Number of Managed Accounts$43,000392
Number of Non-Managed Accounts$1,000418
Total fiduciary and related assets$49,304,000414
Managed Assets ($)$12,502,000404
Non-managed Assets ($)$36,802,000303
Memoranda
Gross Fiduciary activities incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$51,000422
Number of Managed Accounts$50,000393
Number of Non-Managed Accounts$1,000416
Total fiduciary and related assets$50,677,000417
Managed Assets ($)$12,430,000407
Non-managed Assets ($)$38,247,000302
Memoranda
Gross Fiduciary activities incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$61,0001,030
Number of Managed Accounts$58,000873
Number of Non-Managed Accounts$3,0001,121
Total fiduciary and related assets$61,575,000740
Managed Assets ($)$15,744,000937
Non-managed Assets ($)$45,831,000364
Memoranda
Gross Fiduciary activities incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$63,000402
Number of Managed Accounts$60,000374
Number of Non-Managed Accounts$3,000393
Total fiduciary and related assets$56,578,000396
Managed Assets ($)$16,125,000387
Non-managed Assets ($)$40,453,000291
Memoranda
Gross Fiduciary activities incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$67,000408
Number of Managed Accounts$64,000380
Number of Non-Managed Accounts$3,000398
Total fiduciary and related assets$54,907,000402
Managed Assets ($)$15,655,000394
Non-managed Assets ($)$39,252,000298
Memoranda
Gross Fiduciary activities incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$60,000422
Number of Managed Accounts$59,000392
Number of Non-Managed Accounts$1,000414
Total fiduciary and related assets$56,373,000407
Managed Assets ($)$14,946,000408
Non-managed Assets ($)$41,427,000296
Memoranda
Gross Fiduciary activities incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$48,0001,143
Number of Managed Accounts$47,000949
Number of Non-Managed Accounts$1,0001,274
Total fiduciary and related assets$48,830,000797
Managed Assets ($)$10,250,0001,047
Non-managed Assets ($)$38,580,000382
Memoranda
Gross Fiduciary activities incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$40,000419
Number of Managed Accounts$39,000387
Number of Non-Managed Accounts$1,000408
Total fiduciary and related assets$48,495,000404
Managed Assets ($)$9,361,000403
Non-managed Assets ($)$39,134,000291
Memoranda
Gross Fiduciary activities incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,000437
Number of Managed Accounts$30,000403
Number of Non-Managed Accounts$1,000423
Total fiduciary and related assets$51,695,000421
Managed Assets ($)$7,803,000418
Non-managed Assets ($)$43,892,000292
Memoranda
Gross Fiduciary activities incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$29,000441
Number of Managed Accounts$28,000407
Number of Non-Managed Accounts$1,000422
Total fiduciary and related assets$45,282,000426
Managed Assets ($)$8,226,000419
Non-managed Assets ($)$37,056,000306
Memoranda
Gross Fiduciary activities incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$27,0001,300
Number of Managed Accounts$27,0001,113
Number of Non-Managed Accounts$01,368
Total fiduciary and related assets$44,936,000810
Managed Assets ($)$44,936,000694
Non-managed Assets ($)$01,358
Memoranda
Gross Fiduciary activities incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$25,000435
Number of Managed Accounts$25,000396
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$40,762,000414
Managed Assets ($)$40,762,000378
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,000445
Number of Managed Accounts$9,000412
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$33,733,000421
Managed Assets ($)$33,733,000383
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,000460
Number of Managed Accounts$5,000422
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$36,187,000428
Managed Assets ($)$36,187,000388
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,0001,807
Number of Managed Accounts$1,0001,677
Number of Non-Managed Accounts$01,417
Total fiduciary and related assets$35,229,000875
Managed Assets ($)$35,229,000743
Non-managed Assets ($)$01,404
Memoranda
Gross Fiduciary activities incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000470
Number of Managed Accounts$1,000439
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$31,511,000434
Managed Assets ($)$31,511,000398
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000473
Number of Managed Accounts$1,000442
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$28,711,000440
Managed Assets ($)$28,711,000401
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000487
Number of Managed Accounts$1,000457
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$24,982,000454
Managed Assets ($)$24,982,000418
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,0001,868
Number of Managed Accounts$1,0001,736
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$25,483,000958
Managed Assets ($)$25,483,000846
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01,865
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA