Brad Sherman
Brad Sherman Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 14, 2008. Includes 19 assets and 3 liabilities.
Est. Net Worth
$1.7M
2008 annual disclosure
Total Assets
$1.7M - $3.5M
19 assets
Total Liabilities
$565K - $1.1M
3 liabilities
Total Trades
34
From PTR filings
Trade Volume
$3.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.7M |
| 2009 | $1.6M |
| 2010 | $1.6M |
| 2011 | $1.7M |
| 2012 | $1.5M |
| 2013 | $1.2M |
Assets by Category
Mutual Funds$1.1M (5)
Real Estate$750K (1)
Gov. Securities$325K (3)
Retirement & Pension$251K (3)
Other$76K (2)
Bank & Cash$25K (4)
Stocks$0 (1)
Top Stock Holdings (from trades)
All Assets (19)
| Asset | Value |
|---|---|
203/205 9th Street, SE (Home with Rental) Washington, DC, US | $500,001 - $1,000,000 |
Bank of America | $1,001 - $15,000 |
BeeBee Grow/Lambert Combined Properties | $50,001 - $100,000 |
CA State Legislators Retirement System Sacramento, CA, US | $100,001 - $250,000 |
Dreyfus CA Intermediate Municipal Bond Fund | N/A |
Dreyfus CA Tax Exempt Bond | $1,001 - $15,000 |
Dreyfus Strategic Dividends, Inc. Providence, RI, US | $500,001 - $1,000,000 |
RI Powers Authority Muni Bond | $50,001 - $100,000 |
CA, US | N/A |
Beverly Hills, CA Market Account Beverly Hills, CA, US | $1 - $1,000 |
La Jolla Credit Union PacifiCap (IRA) La Jolla, CA, US | $1 - $1,000 |
Union Bank of California Los Angeles, CA, US | $1,001 - $15,000 |
US Savings Bonds | $100,001 - $250,000 |
Value of CPA Practice Equipment including Furniture | $1 - $1,000 |
Vanguard 500 Index Fund Atlanta, GA, US | $250,001 - $500,000 |
Vanguard Intermediate CA Tax Exempt Bond Fund Atlanta, GA, US | $1,001 - $15,000 |
Value Line Asset Allocation Fund (IRA) Atlanta, GA, US | $50,001 - $100,000 |
Water District Municipal Bond Balby Mesa, CA, US | $50,001 - $100,000 |
Wescom Credit Union Sherman Oaks, CA 91403, US | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Vermont Student Assistance Corp (VSAC) | student loan | $15,001 - $50,000 |
| Wells Fargo Bank | mortgage | $500,001 - $1,000,000 |
| Sandy Spring Bank, Maryland Bank | mortgage | $50,001 - $100,000 |
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).