Home > Merrimack County Savings Bank > Fiduciary and Related Services
Merrimack County Savings Bank, Fiduciary and Related Services
2023-12-31 | Rank | |
Fiduciary powers granted | $0 | 1,482 |
Fiduciary power exercised | $0 | 1,128 |
Fiduciary or related activity | $0 | 1,058 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
Number of Managed Accounts | $0 | 982 |
Number of Non-Managed Accounts | $0 | 825 |
Total fiduciary and related assets | $0 | 1,034 |
Managed Assets ($) | $0 | 982 |
Non-managed Assets ($) | $0 | 820 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 981 |
2023-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,485 |
Fiduciary power exercised | $0 | 1,127 |
Fiduciary or related activity | $0 | 1,071 |
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 | $0 | 1,477 |
Fiduciary power exercised | $0 | 1,118 |
Fiduciary or related activity | $0 | 1,073 |
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 | $0 | 1,519 |
Fiduciary power exercised | $0 | 1,140 |
Fiduciary or related activity | $0 | 1,085 |
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 | $0 | 1,536 |
Fiduciary power exercised | $0 | 1,156 |
Fiduciary or related activity | $0 | 1,094 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,079 |
Number of Managed Accounts | $0 | 1,021 |
Number of Non-Managed Accounts | $0 | 869 |
Total fiduciary and related assets | $0 | 1,076 |
Managed Assets ($) | $0 | 1,021 |
Non-managed Assets ($) | $0 | 864 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,005 |
2022-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,538 |
Fiduciary power exercised | $0 | 1,157 |
Fiduciary or related activity | $0 | 1,097 |
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 | $0 | 1,509 |
Fiduciary power exercised | $0 | 1,125 |
Fiduciary or related activity | $0 | 1,066 |
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 | $0 | 1,515 |
Fiduciary power exercised | $0 | 1,130 |
Fiduciary or related activity | $0 | 1,072 |
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 | $0 | 1,529 |
Fiduciary power exercised | $0 | 1,136 |
Fiduciary or related activity | $0 | 1,082 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,066 |
Number of Managed Accounts | $0 | 1,005 |
Number of Non-Managed Accounts | $0 | 847 |
Total fiduciary and related assets | $0 | 1,062 |
Managed Assets ($) | $0 | 1,004 |
Non-managed Assets ($) | $0 | 841 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 994 |
2021-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,552 |
Fiduciary power exercised | $0 | 1,156 |
Fiduciary or related activity | $0 | 1,101 |
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 | $0 | 1,564 |
Fiduciary power exercised | $0 | 1,161 |
Fiduciary or related activity | $0 | 1,108 |
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 | $0 | 1,574 |
Fiduciary power exercised | $0 | 1,168 |
Fiduciary or related activity | $0 | 1,114 |
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 | $0 | 1,579 |
Fiduciary power exercised | $0 | 1,171 |
Fiduciary or related activity | $0 | 1,117 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,102 |
Number of Managed Accounts | $0 | 1,038 |
Number of Non-Managed Accounts | $0 | 874 |
Total fiduciary and related assets | $0 | 1,099 |
Managed Assets ($) | $0 | 1,038 |
Non-managed Assets ($) | $0 | 869 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,030 |
2020-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,597 |
Fiduciary power exercised | $0 | 1,188 |
Fiduciary or related activity | $0 | 1,133 |
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 | $0 | 1,610 |
Fiduciary power exercised | $0 | 1,198 |
Fiduciary or related activity | $0 | 1,142 |
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 | $0 | 1,620 |
Fiduciary power exercised | $0 | 1,206 |
Fiduciary or related activity | $0 | 1,146 |
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 | $0 | 1,628 |
Fiduciary power exercised | $0 | 1,208 |
Fiduciary or related activity | $0 | 1,148 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,133 |
Number of Managed Accounts | $0 | 1,068 |
Number of Non-Managed Accounts | $0 | 902 |
Total fiduciary and related assets | $0 | 1,131 |
Managed Assets ($) | $0 | 1,068 |
Non-managed Assets ($) | $0 | 897 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,051 |
2019-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,648 |
Fiduciary power exercised | $0 | 1,228 |
Fiduciary or related activity | $0 | 1,167 |
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 | $0 | 1,657 |
Fiduciary power exercised | $0 | 1,234 |
Fiduciary or related activity | $0 | 1,176 |
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 | $0 | 1,675 |
Fiduciary power exercised | $0 | 1,248 |
Fiduciary or related activity | $0 | 1,187 |
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 | $0 | 1,686 |
Fiduciary power exercised | $0 | 1,261 |
Fiduciary or related activity | $0 | 1,197 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,176 |
Number of Managed Accounts | $0 | 1,111 |
Number of Non-Managed Accounts | $0 | 932 |
Total fiduciary and related assets | $0 | 1,172 |
Managed Assets ($) | $0 | 1,111 |
Non-managed Assets ($) | $0 | 927 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,098 |
2018-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,697 |
Fiduciary power exercised | $0 | 1,272 |
Fiduciary or related activity | $0 | 1,206 |
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 | $0 | 1,715 |
Fiduciary power exercised | $0 | 1,278 |
Fiduciary or related activity | $0 | 1,212 |
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 | $0 | 1,725 |
Fiduciary power exercised | $0 | 1,283 |
Fiduciary or related activity | $0 | 1,216 |
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 | $0 | 1,747 |
Fiduciary power exercised | $0 | 1,294 |
Fiduciary or related activity | $0 | 1,226 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,212 |
Number of Managed Accounts | $0 | 1,139 |
Number of Non-Managed Accounts | $0 | 965 |
Total fiduciary and related assets | $0 | 1,208 |
Managed Assets ($) | $0 | 1,139 |
Non-managed Assets ($) | $0 | 958 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,137 |
2017-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,762 |
Fiduciary power exercised | $0 | 1,315 |
Fiduciary or related activity | $0 | 1,245 |
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 | $0 | 1,775 |
Fiduciary power exercised | $0 | 1,324 |
Fiduciary or related activity | $0 | 1,254 |
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 | $0 | 1,785 |
Fiduciary power exercised | $0 | 1,331 |
Fiduciary or related activity | $0 | 1,257 |
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 | $0 | 1,806 |
Fiduciary power exercised | $0 | 1,344 |
Fiduciary or related activity | $0 | 1,266 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,255 |
Number of Managed Accounts | $0 | 1,181 |
Number of Non-Managed Accounts | $0 | 999 |
Total fiduciary and related assets | $0 | 1,251 |
Managed Assets ($) | $0 | 1,181 |
Non-managed Assets ($) | $0 | 989 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,172 |
2016-09-30 | Rank | |
Fiduciary powers granted | $0 | 1,823 |
Fiduciary power exercised | $0 | 1,357 |
Fiduciary or related activity | $0 | 1,276 |
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 | $0 | 1,836 |
Fiduciary power exercised | $0 | 1,364 |
Fiduciary or related activity | $0 | 1,280 |
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 | $0 | 1,287 |
Number of Managed Accounts | $0 | 1,209 |
Number of Non-Managed Accounts | $0 | 1,030 |
Total fiduciary and related assets | $0 | 1,283 |
Managed Assets ($) | $0 | 1,209 |
Non-managed Assets ($) | $0 | 1,021 |
Memoranda | ||
Gross Fiduciary activities income | $377,000 | 649 |
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 | $377,000 | 598 |
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 | $377,000 | 526 |
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 | $377,000 | 395 |
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 | $400,000 | 397 |
Number of Managed Accounts | $370,000 | 336 |
Number of Non-Managed Accounts | $30,000 | 575 |
Total fiduciary and related assets | $126,592,000 | 534 |
Managed Assets ($) | $125,614,000 | 465 |
Non-managed Assets ($) | $978,000 | 878 |
Memoranda | ||
Gross Fiduciary activities income | $1,413,000 | 404 |
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 | $1,042,000 | 407 |
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 | $686,000 | 410 |
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 | $337,000 | 415 |
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 | $383,000 | 421 |
Number of Managed Accounts | $362,000 | 344 |
Number of Non-Managed Accounts | $21,000 | 684 |
Total fiduciary and related assets | $110,310,000 | 549 |
Managed Assets ($) | $109,529,000 | 485 |
Non-managed Assets ($) | $781,000 | 923 |
Memoranda | ||
Gross Fiduciary activities income | $1,269,000 | 409 |
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 | $934,000 | 410 |
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 | $608,000 | 419 |
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 | $292,000 | 431 |
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 | $352,000 | 442 |
Number of Managed Accounts | $323,000 | 369 |
Number of Non-Managed Accounts | $29,000 | 606 |
Total fiduciary and related assets | $107,030,000 | 552 |
Managed Assets ($) | $97,389,000 | 496 |
Non-managed Assets ($) | $9,641,000 | 623 |
Memoranda | ||
Gross Fiduciary activities income | $1,104,000 | 429 |
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 | $824,000 | 427 |
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 | $548,000 | 424 |
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 | $265,000 | 430 |
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 | $305,000 | 479 |
Number of Managed Accounts | $292,000 | 391 |
Number of Non-Managed Accounts | $13,000 | 800 |
Total fiduciary and related assets | $94,149,000 | 569 |
Managed Assets ($) | $93,437,000 | 492 |
Non-managed Assets ($) | $712,000 | 965 |
Memoranda | ||
Gross Fiduciary activities income | $1,023,000 | 394 |
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 | $771,000 | 388 |
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 | $514,000 | 393 |
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 | $252,000 | 403 |
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 | $274,000 | 527 |
Number of Managed Accounts | $273,000 | 411 |
Number of Non-Managed Accounts | $1,000 | 1,149 |
Total fiduciary and related assets | $88,566,000 | 601 |
Managed Assets ($) | $87,814,000 | 513 |
Non-managed Assets ($) | $752,000 | 994 |
Memoranda | ||
Gross Fiduciary activities income | $797,000 | 450 |
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 | $580,000 | 451 |
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 | $379,000 | 464 |
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 | $180,000 | 480 |
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 | $223,000 | 594 |
Number of Managed Accounts | $222,000 | 474 |
Number of Non-Managed Accounts | $1,000 | 1,178 |
Total fiduciary and related assets | $66,176,000 | 670 |
Managed Assets ($) | $65,506,000 | 573 |
Non-managed Assets ($) | $670,000 | 1,038 |
Memoranda | ||
Gross Fiduciary activities income | $538,000 | 529 |
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 | $374,000 | 546 |
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 | $232,000 | 566 |
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 | $116,000 | 566 |
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 | $155,000 | 724 |
Number of Managed Accounts | $148,000 | 599 |
Number of Non-Managed Accounts | $7,000 | 970 |
Total fiduciary and related assets | $53,979,000 | 715 |
Managed Assets ($) | $51,383,000 | 632 |
Non-managed Assets ($) | $2,596,000 | 829 |
Memoranda | ||
Gross Fiduciary activities income | $529,000 | 562 |
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 | $405,000 | 566 |
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 | $260,000 | 582 |
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 | $131,000 | 599 |
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 | $80,000 | 948 |
Number of Managed Accounts | $78,000 | 790 |
Number of Non-Managed Accounts | $2,000 | 1,144 |
Total fiduciary and related assets | $70,073,000 | 704 |
Managed Assets ($) | $66,677,000 | 613 |
Non-managed Assets ($) | $3,396,000 | 831 |
Memoranda | ||
Gross Fiduciary activities income | $320,000 | 693 |
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 | $188,000 | 741 |
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 | $74,000 | 866 |
2007-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,453 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
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 | $0 | 2,464 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
Number of Managed Accounts | $0 | 1,625 |
Number of Non-Managed Accounts | $0 | 1,332 |
Total fiduciary and related assets | $0 | 1,730 |
Managed Assets ($) | $0 | 1,624 |
Non-managed Assets ($) | $0 | 1,321 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,523 |
2006-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,478 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
Number of Managed Accounts | $0 | 409 |
Number of Non-Managed Accounts | $0 | 409 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Non-managed Assets ($) | $0 | 408 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,468 |
2006-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,497 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
Number of Managed Accounts | $0 | 413 |
Number of Non-Managed Accounts | $0 | 412 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Non-managed Assets ($) | $0 | 411 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,458 |
2006-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,505 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
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 | $0 | 2,516 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
Number of Managed Accounts | $0 | 1,678 |
Number of Non-Managed Accounts | $0 | 1,373 |
Total fiduciary and related assets | $0 | 1,786 |
Managed Assets ($) | $0 | 1,677 |
Non-managed Assets ($) | $0 | 1,365 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,557 |
2005-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,529 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
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 | $0 | 1,504 |
2005-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,548 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
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 | $0 | 1,480 |
2005-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,569 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
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 | $0 | 2,574 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
Number of Managed Accounts | $0 | 1,698 |
Number of Non-Managed Accounts | $0 | 1,368 |
Total fiduciary and related assets | $0 | 1,810 |
Managed Assets ($) | $0 | 1,698 |
Non-managed Assets ($) | $0 | 1,358 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,582 |
2004-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,582 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
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 | $0 | 1,547 |
2004-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,602 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
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 | $0 | 1,518 |
2004-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,610 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
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 | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
Number of Managed Accounts | $0 | 1,742 |
Number of Non-Managed Accounts | $0 | 1,417 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,641 |
2003-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
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 | $0 | 1,599 |
2003-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
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 | $0 | 1,577 |
2003-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
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 | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
Number of Managed Accounts | $0 | 1,796 |
Number of Non-Managed Accounts | $0 | 1,465 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Non-managed Assets ($) | $0 | 1,452 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,713 |
2001-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
Number of Managed Accounts | $0 | 1,766 |
Number of Non-Managed Accounts | $0 | 1,385 |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | $0 | 1,766 |
Non-managed Assets ($) | $0 | 1,377 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,731 |
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 | $0 | 1,332 |
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 | $0 | 1,380 |
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 | $0 | 1,398 |
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 | $0 | 1,450 |
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 | $0 | 1,526 |
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 | $0 | 1,590 |
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 | $0 | 1,599 |
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 | $0 | 1,630 |
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 | $0 | 1,658 |