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 | $240,000 | 506 |
Number of Managed Accounts | $233,000 | 447 |
Number of Non-Managed Accounts | $7,000 | 645 |
Total fiduciary and related assets | $71,713,000 | 623 |
Managed Assets ($) | $68,687,000 | 583 |
Non-managed Assets ($) | $3,026,000 | 620 |
Memoranda |
Gross Fiduciary activities income | $513,000 | 593 |
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 | $384,000 | 588 |
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 | $259,000 | 583 |
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 | $143,000 | 594 |
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 | $240,000 | 518 |
Number of Managed Accounts | $233,000 | 458 |
Number of Non-Managed Accounts | $7,000 | 680 |
Total fiduciary and related assets | $66,539,000 | 651 |
Managed Assets ($) | $63,975,000 | 605 |
Non-managed Assets ($) | $2,564,000 | 670 |
Memoranda |
Gross Fiduciary activities income | $501,000 | 614 |
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 | $384,000 | 609 |
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 | $273,000 | 568 |
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 | $151,000 | 564 |
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 | $229,000 | 498 |
Number of Managed Accounts | $222,000 | 443 |
Number of Non-Managed Accounts | $7,000 | 663 |
Total fiduciary and related assets | $66,450,000 | 619 |
Managed Assets ($) | $63,799,000 | 576 |
Non-managed Assets ($) | $2,651,000 | 636 |
Memoranda |
Gross Fiduciary activities income | $531,000 | 570 |
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 | $411,000 | 561 |
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 | $285,000 | 559 |
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 | $142,000 | 561 |
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 | $590,000 | 305 |
Number of Managed Accounts | $581,000 | 268 |
Number of Non-Managed Accounts | $9,000 | 652 |
Total fiduciary and related assets | $65,411,000 | 620 |
Managed Assets ($) | $63,134,000 | 572 |
Non-managed Assets ($) | $2,277,000 | 655 |
Memoranda |
Gross Fiduciary activities income | $472,000 | 581 |
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 | $343,000 | 579 |
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 | $226,000 | 585 |
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 | $116,000 | 587 |
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 | $222,000 | 519 |
Number of Managed Accounts | $213,000 | 454 |
Number of Non-Managed Accounts | $9,000 | 669 |
Total fiduciary and related assets | $56,373,000 | 638 |
Managed Assets ($) | $54,441,000 | 594 |
Non-managed Assets ($) | $1,932,000 | 684 |
Memoranda |
Gross Fiduciary activities income | $417,000 | 597 |
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 | $309,000 | 598 |
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 | $205,000 | 603 |
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 | $110,000 | 603 |
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 | $207,000 | 545 |
Number of Managed Accounts | $198,000 | 477 |
Number of Non-Managed Accounts | $9,000 | 689 |
Total fiduciary and related assets | $47,765,000 | 669 |
Managed Assets ($) | $46,248,000 | 622 |
Non-managed Assets ($) | $1,517,000 | 724 |
Memoranda |
Gross Fiduciary activities income | $396,000 | 624 |
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 | $298,000 | 622 |
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 | $192,000 | 628 |
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 | $99,000 | 626 |
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 | $211,000 | 550 |
Number of Managed Accounts | $200,000 | 474 |
Number of Non-Managed Accounts | $11,000 | 690 |
Total fiduciary and related assets | $48,627,000 | 684 |
Managed Assets ($) | $47,055,000 | 631 |
Non-managed Assets ($) | $1,572,000 | 748 |
Memoranda |
Gross Fiduciary activities income | $359,000 | 642 |
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 | $262,000 | 645 |
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 | $170,000 | 651 |
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 | $84,000 | 663 |
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 | $198,000 | 575 |
Number of Managed Accounts | $187,000 | 491 |
Number of Non-Managed Accounts | $11,000 | 722 |
Total fiduciary and related assets | $42,128,000 | 726 |
Managed Assets ($) | $40,663,000 | 665 |
Non-managed Assets ($) | $1,465,000 | 783 |
Memoranda |
Gross Fiduciary activities income | $314,000 | 671 |
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 | $235,000 | 667 |
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 | $155,000 | 683 |
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 | $71,000 | 695 |
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 | $199,000 | 588 |
Number of Managed Accounts | $188,000 | 503 |
Number of Non-Managed Accounts | $11,000 | 749 |
Total fiduciary and related assets | $37,638,000 | 751 |
Managed Assets ($) | $36,425,000 | 689 |
Non-managed Assets ($) | $1,213,000 | 824 |
Memoranda |
Gross Fiduciary activities income | $300,000 | 689 |
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 | $227,000 | 691 |
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 | $154,000 | 696 |
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 | $78,000 | 689 |
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 | $189,000 | 614 |
Number of Managed Accounts | $178,000 | 522 |
Number of Non-Managed Accounts | $11,000 | 792 |
Total fiduciary and related assets | $37,623,000 | 775 |
Managed Assets ($) | $36,004,000 | 714 |
Non-managed Assets ($) | $1,619,000 | 826 |
Memoranda |
Gross Fiduciary activities income | $321,000 | 695 |
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 | $244,000 | 683 |
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 | $172,000 | 675 |
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 | $97,000 | 659 |
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 | $191,000 | 614 |
Number of Managed Accounts | $180,000 | 511 |
Number of Non-Managed Accounts | $11,000 | 806 |
Total fiduciary and related assets | $34,584,000 | 792 |
Managed Assets ($) | $33,124,000 | 722 |
Non-managed Assets ($) | $1,460,000 | 859 |
Memoranda |
Gross Fiduciary activities income | $280,000 | 717 |
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 | $208,000 | 713 |
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 | $141,000 | 719 |
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 | $74,000 | 715 |
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 | $172,000 | 650 |
Number of Managed Accounts | $161,000 | 538 |
Number of Non-Managed Accounts | $11,000 | 824 |
Total fiduciary and related assets | $31,735,000 | 809 |
Managed Assets ($) | $30,575,000 | 731 |
Non-managed Assets ($) | $1,160,000 | 901 |
Memoranda |
Gross Fiduciary activities income | $256,000 | 741 |
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 | $193,000 | 731 |
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 | $130,000 | 738 |
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 | $70,000 | 729 |
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 | $168,000 | 653 |
Number of Managed Accounts | $158,000 | 543 |
Number of Non-Managed Accounts | $10,000 | 859 |
Total fiduciary and related assets | $28,932,000 | 821 |
Managed Assets ($) | $27,856,000 | 745 |
Non-managed Assets ($) | $1,076,000 | 923 |
Memoranda |
Gross Fiduciary activities income | $248,000 | 694 |
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 | $189,000 | 680 |
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 | $122,000 | 699 |
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 | $67,000 | 683 |
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 | $145,000 | 710 |
Number of Managed Accounts | $139,000 | 583 |
Number of Non-Managed Accounts | $6,000 | 966 |
Total fiduciary and related assets | $25,924,000 | 882 |
Managed Assets ($) | $25,407,000 | 788 |
Non-managed Assets ($) | $517,000 | 1,019 |
Memoranda |
Gross Fiduciary activities income | $189,000 | 774 |
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 | $136,000 | 770 |
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 | $91,000 | 774 |
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 | $47,000 | 779 |
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 | $99,000 | 847 |
Number of Managed Accounts | $99,000 | 687 |
Number of Non-Managed Accounts | $0 | 1,248 |
Total fiduciary and related assets | $20,547,000 | 938 |
Managed Assets ($) | $20,547,000 | 837 |
Non-managed Assets ($) | $0 | 1,242 |
Memoranda |
Gross Fiduciary activities income | $198,000 | 763 |
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 | $159,000 | 742 |
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 | $74,000 | 818 |
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 | $32,000 | 844 |
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 | $93,000 | 877 |
Number of Managed Accounts | $93,000 | 720 |
Number of Non-Managed Accounts | $0 | 1,251 |
Total fiduciary and related assets | $16,268,000 | 982 |
Managed Assets ($) | $16,268,000 | 883 |
Non-managed Assets ($) | $0 | 1,241 |
Memoranda |
Gross Fiduciary activities income | $116,000 | 868 |
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 | $87,000 | 868 |
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 | $58,000 | 883 |
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 | $31,000 | 889 |
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 | $60,000 | 1,018 |
Number of Managed Accounts | $60,000 | 860 |
Number of Non-Managed Accounts | $0 | 1,300 |
Total fiduciary and related assets | $11,544,000 | 1,095 |
Managed Assets ($) | $11,544,000 | 1,005 |
Non-managed Assets ($) | $0 | 1,291 |
Memoranda |
Gross Fiduciary activities income | $54,000 | 999 |
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 | $40,000 | 996 |
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 | $18,000 | 1,054 |
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 | $6,000 | 1,089 |
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 | $34,000 | 1,191 |
Number of Managed Accounts | $34,000 | 1,004 |
Number of Non-Managed Accounts | $0 | 1,332 |
Total fiduciary and related assets | $5,006,000 | 1,261 |
Managed Assets ($) | $5,006,000 | 1,177 |
Non-managed Assets ($) | $0 | 1,321 |
Memoranda |
Gross Fiduciary activities income | $29,000 | 1,113 |
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 | $9,000 | 1,220 |
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 | $9,000 | 1,185 |
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 | $7,000 | 1,113 |
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 | $18,000 | 1,382 |
Number of Managed Accounts | $18,000 | 1,201 |
Number of Non-Managed Accounts | $0 | 1,373 |
Total fiduciary and related assets | $4,429,000 | 1,305 |
Managed Assets ($) | $4,429,000 | 1,228 |
Non-managed Assets ($) | $0 | 1,365 |
Memoranda |
Gross Fiduciary activities income | $14,000 | 1,245 |
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 | $3,000 | 1,346 |
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 | $2,000 | 1,342 |
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 | $1,894,000 | 1,470 |
Managed Assets ($) | $1,894,000 | 1,381 |
Non-managed Assets ($) | $0 | 1,358 |
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 | $3,000 | 1,390 |
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 | $3,000 | 1,346 |
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 | $10,000 | 1,557 |
Number of Managed Accounts | $10,000 | 1,390 |
Number of Non-Managed Accounts | $0 | 1,417 |
Total fiduciary and related assets | $1,970,000 | 1,505 |
Managed Assets ($) | $1,970,000 | 1,403 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda |
Gross Fiduciary activities income | $10,000 | 1,355 |
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 | $1,000 | 1,533 |
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 | $10,000 | 1,613 |
Number of Managed Accounts | $10,000 | 1,442 |
Number of Non-Managed Accounts | $0 | 1,465 |
Total fiduciary and related assets | $1,880,000 | 1,548 |
Managed Assets ($) | $1,880,000 | 1,453 |
Non-managed Assets ($) | $0 | 1,452 |
Memoranda |
Gross Fiduciary activities income | $10,000 | 1,406 |
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 | $8,000 | 1,603 |
Number of Managed Accounts | $8,000 | 1,468 |
Number of Non-Managed Accounts | $0 | 1,385 |
Total fiduciary and related assets | $1,470,000 | 1,540 |
Managed Assets ($) | $1,470,000 | 1,455 |
Non-managed Assets ($) | $0 | 1,377 |
Memoranda |
Gross Fiduciary activities income | $10,000 | 1,431 |
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 |