Home > First Federal Bank of California, a Federal Savings Bank > Fiduciary and Related Services
First Federal Bank of California, a Federal Savings Bank, Fiduciary and Related Services
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 | $64,000 | 384 |
Number of Managed Accounts | $58,000 | 356 |
Number of Non-Managed Accounts | $6,000 | 359 |
Total fiduciary and related assets | $15,142,000 | 394 |
Managed Assets ($) | $13,221,000 | 367 |
Non-managed Assets ($) | $1,921,000 | 363 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $61,000 | 392 |
Number of Managed Accounts | $56,000 | 365 |
Number of Non-Managed Accounts | $5,000 | 373 |
Total fiduciary and related assets | $15,397,000 | 400 |
Managed Assets ($) | $13,810,000 | 372 |
Non-managed Assets ($) | $1,587,000 | 370 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $64,000 | 390 |
Number of Managed Accounts | $59,000 | 365 |
Number of Non-Managed Accounts | $5,000 | 372 |
Total fiduciary and related assets | $22,724,000 | 395 |
Managed Assets ($) | $21,126,000 | 368 |
Non-managed Assets ($) | $1,598,000 | 370 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $64,000 | 986 |
Number of Managed Accounts | $59,000 | 848 |
Number of Non-Managed Accounts | $5,000 | 1,031 |
Total fiduciary and related assets | $20,049,000 | 946 |
Managed Assets ($) | $17,506,000 | 873 |
Non-managed Assets ($) | $2,543,000 | 833 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $59,000 | 422 |
Number of Managed Accounts | $56,000 | 393 |
Number of Non-Managed Accounts | $3,000 | 403 |
Total fiduciary and related assets | $23,754,000 | 425 |
Managed Assets ($) | $18,568,000 | 400 |
Non-managed Assets ($) | $5,186,000 | 371 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $56,000 | 427 |
Number of Managed Accounts | $55,000 | 397 |
Number of Non-Managed Accounts | $1,000 | 422 |
Total fiduciary and related assets | $24,092,000 | 432 |
Managed Assets ($) | $19,175,000 | 406 |
Non-managed Assets ($) | $4,917,000 | 378 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $52,000 | 434 |
Number of Managed Accounts | $51,000 | 403 |
Number of Non-Managed Accounts | $1,000 | 430 |
Total fiduciary and related assets | $35,741,000 | 430 |
Managed Assets ($) | $19,120,000 | 411 |
Non-managed Assets ($) | $16,621,000 | 340 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $49,000 | 1,079 |
Number of Managed Accounts | $48,000 | 911 |
Number of Non-Managed Accounts | $1,000 | 1,215 |
Total fiduciary and related assets | $42,703,000 | 828 |
Managed Assets ($) | $20,107,000 | 890 |
Non-managed Assets ($) | $22,596,000 | 484 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $44,000 | 417 |
Number of Managed Accounts | $43,000 | 389 |
Number of Non-Managed Accounts | $1,000 | 413 |
Total fiduciary and related assets | $47,704,000 | 408 |
Managed Assets ($) | $16,161,000 | 399 |
Non-managed Assets ($) | $31,543,000 | 301 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $44,000 | 422 |
Number of Managed Accounts | $43,000 | 392 |
Number of Non-Managed Accounts | $1,000 | 418 |
Total fiduciary and related assets | $49,304,000 | 414 |
Managed Assets ($) | $12,502,000 | 404 |
Non-managed Assets ($) | $36,802,000 | 303 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $51,000 | 422 |
Number of Managed Accounts | $50,000 | 393 |
Number of Non-Managed Accounts | $1,000 | 416 |
Total fiduciary and related assets | $50,677,000 | 417 |
Managed Assets ($) | $12,430,000 | 407 |
Non-managed Assets ($) | $38,247,000 | 302 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $61,000 | 1,030 |
Number of Managed Accounts | $58,000 | 873 |
Number of Non-Managed Accounts | $3,000 | 1,121 |
Total fiduciary and related assets | $61,575,000 | 740 |
Managed Assets ($) | $15,744,000 | 937 |
Non-managed Assets ($) | $45,831,000 | 364 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $63,000 | 402 |
Number of Managed Accounts | $60,000 | 374 |
Number of Non-Managed Accounts | $3,000 | 393 |
Total fiduciary and related assets | $56,578,000 | 396 |
Managed Assets ($) | $16,125,000 | 387 |
Non-managed Assets ($) | $40,453,000 | 291 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $67,000 | 408 |
Number of Managed Accounts | $64,000 | 380 |
Number of Non-Managed Accounts | $3,000 | 398 |
Total fiduciary and related assets | $54,907,000 | 402 |
Managed Assets ($) | $15,655,000 | 394 |
Non-managed Assets ($) | $39,252,000 | 298 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $60,000 | 422 |
Number of Managed Accounts | $59,000 | 392 |
Number of Non-Managed Accounts | $1,000 | 414 |
Total fiduciary and related assets | $56,373,000 | 407 |
Managed Assets ($) | $14,946,000 | 408 |
Non-managed Assets ($) | $41,427,000 | 296 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $48,000 | 1,143 |
Number of Managed Accounts | $47,000 | 949 |
Number of Non-Managed Accounts | $1,000 | 1,274 |
Total fiduciary and related assets | $48,830,000 | 797 |
Managed Assets ($) | $10,250,000 | 1,047 |
Non-managed Assets ($) | $38,580,000 | 382 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $40,000 | 419 |
Number of Managed Accounts | $39,000 | 387 |
Number of Non-Managed Accounts | $1,000 | 408 |
Total fiduciary and related assets | $48,495,000 | 404 |
Managed Assets ($) | $9,361,000 | 403 |
Non-managed Assets ($) | $39,134,000 | 291 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $31,000 | 437 |
Number of Managed Accounts | $30,000 | 403 |
Number of Non-Managed Accounts | $1,000 | 423 |
Total fiduciary and related assets | $51,695,000 | 421 |
Managed Assets ($) | $7,803,000 | 418 |
Non-managed Assets ($) | $43,892,000 | 292 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $29,000 | 441 |
Number of Managed Accounts | $28,000 | 407 |
Number of Non-Managed Accounts | $1,000 | 422 |
Total fiduciary and related assets | $45,282,000 | 426 |
Managed Assets ($) | $8,226,000 | 419 |
Non-managed Assets ($) | $37,056,000 | 306 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $27,000 | 1,300 |
Number of Managed Accounts | $27,000 | 1,113 |
Number of Non-Managed Accounts | $0 | 1,368 |
Total fiduciary and related assets | $44,936,000 | 810 |
Managed Assets ($) | $44,936,000 | 694 |
Non-managed Assets ($) | $0 | 1,358 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $25,000 | 435 |
Number of Managed Accounts | $25,000 | 396 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $40,762,000 | 414 |
Managed Assets ($) | $40,762,000 | 378 |
Non-managed Assets ($) | $0 | 421 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $9,000 | 445 |
Number of Managed Accounts | $9,000 | 412 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $33,733,000 | 421 |
Managed Assets ($) | $33,733,000 | 383 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $5,000 | 460 |
Number of Managed Accounts | $5,000 | 422 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $36,187,000 | 428 |
Managed Assets ($) | $36,187,000 | 388 |
Non-managed Assets ($) | $0 | 436 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,000 | 1,807 |
Number of Managed Accounts | $1,000 | 1,677 |
Number of Non-Managed Accounts | $0 | 1,417 |
Total fiduciary and related assets | $35,229,000 | 875 |
Managed Assets ($) | $35,229,000 | 743 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,000 | 470 |
Number of Managed Accounts | $1,000 | 439 |
Number of Non-Managed Accounts | $0 | 446 |
Total fiduciary and related assets | $31,511,000 | 434 |
Managed Assets ($) | $31,511,000 | 398 |
Non-managed Assets ($) | $0 | 445 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,000 | 473 |
Number of Managed Accounts | $1,000 | 442 |
Number of Non-Managed Accounts | $0 | 448 |
Total fiduciary and related assets | $28,711,000 | 440 |
Managed Assets ($) | $28,711,000 | 401 |
Non-managed Assets ($) | $0 | 447 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,000 | 487 |
Number of Managed Accounts | $1,000 | 457 |
Number of Non-Managed Accounts | $0 | 460 |
Total fiduciary and related assets | $24,982,000 | 454 |
Managed Assets ($) | $24,982,000 | 418 |
Non-managed Assets ($) | $0 | 458 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 | $1,000 | 1,868 |
Number of Managed Accounts | $1,000 | 1,736 |
Number of Non-Managed Accounts | $0 | 1,465 |
Total fiduciary and related assets | $25,483,000 | 958 |
Managed Assets ($) | $25,483,000 | 846 |
Non-managed Assets ($) | $0 | 1,452 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2001-12-31 | 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 | 1,869 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
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 |