ANDREW ROMANOFF Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 23, 2013. Includes 19 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$25K

2013 annual disclosure

Total Assets

$117K - $282K

19 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$159K (15)

Retirement & Pension$33K (1)

Bank & Cash$8K (2)

Other$0 (1)

All Assets (19)

Asset	Type	Owner	Value	Income
Firstbank of Denver	Bank & Cash	Self	$1,001 - $15,000	Interest
CUNA Employees Retirement Assn	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Capital Income Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends
V.T. U.S. Govt Money Mkt	Mutual Funds	Self	$1 - $1,000	Interest
Daily Income Fund	Mutual Funds	Self	$1 - $1,000	Dividends
SSgA Prime Opp.	Mutual Funds	Self	$50,001 - $100,000	Dividends
SSgA Instl. Pac. Equity, Kr. Income	Mutual Funds	Self	$50,001 - $100,000	Dividends
Capital Education I Trust	Other	Self	N/A	None
Schwab U.S. Treasury Money Fund	Mutual Funds	Self	N/A	Interest
Fidelity Financial	Mutual Funds	Self	N/A	Capital Gains
Fidelity Cash Reserves	Mutual Funds	Self	N/A	Interest
Fidelity Growth Strategy	Mutual Funds	Self	N/A	Capital Gains
Fidelity Dividend Growth	Mutual Funds	Self	N/A	Dividends
Morgan Stanley Smith Barney	Bank & Cash	Self	N/A	None
Legg Mason CB Agg Growth	Mutual Funds	Self	N/A	Capital Gains
Legg Mason CB Appreciation	Mutual Funds	Self	N/A	Capital Gains
Legg Mason CB Growth	Mutual Funds	Self	N/A	Capital Gains
Legg Mason Global Equities	Mutual Funds	Self	N/A	Capital Gains
Int'l	Mutual Funds	Self	N/A	Capital Gains

Liabilities (1)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).