Charles W. Dent
Charles W. Dent Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed July 17, 2013. Includes 56 assets and 3 liabilities.
Est. Net Worth
$65K
2013 annual disclosure
Total Assets
$239K - $941K
56 assets
Total Liabilities
$300K - $750K
3 liabilities
Total Trades
29
From PTR filings
Trade Volume
$281K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $531K |
| 2009 | $514K |
| 2010 | $542K |
| 2011 | $394K |
| 2012 | $440K |
| 2013 | $65K |
Assets by Category
ETFs$223K (10)
Mutual Funds$177K (19)
Retirement & Pension$107K (6)
Bank & Cash$61K (16)
Stocks$16K (2)
Other$8K (3)
Top Stock Holdings (from trades)
All Assets (56)
| Asset | Value |
|---|---|
529 College Savings Account | N/A |
529 College Savings Account (Continued) | N/A |
| $1,001 - $15,000 | |
AIM Growth Serv Investor Conv Secs Fund | $1,001 - $15,000 |
Invesco Oppenheimer Growth & Income Fund Class A | $1,001 - $15,000 |
AllianceBernstein Large Cap Growth Class A | $1,001 - $15,000 |
American Funds New Perspective Fund | $1 - $1,000 |
American Bank (Savings) | $1,001 - $15,000 |
American Euro Pacific Growth Fund Class C (IRA) | $1,001 - $15,000 |
Bank of America (Checking/Savings) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
BlackRock Equity (IRA) | $1,001 - $15,000 |
Commonwealth of PA Deferred Compensation Plan - 457 (Not Self Directed) Pennsylvania, US | $50,001 - $100,000 |
PA State Employees Retirement System (Pension - Not Self Directed) Pennsylvania, US | N/A |
Tuition 529 Plan - Prepaid Account (529 Plan - Prepaid Tuition) | $1,001 - $15,000 |
DRV NV Venture Fund Class C (IRA) | N/A |
| $1,001 - $15,000 | |
| $15,000 - $15,000 | |
| $1,001 - $15,000 | |
Embassy Bank | $1 - $1,000 |
Embassy Bank | $1 - $1,000 |
Embassy Bank | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,000 - $15,000 | |
| $1,001 - $15,000 | |
Lafayette Ambassador Bank (Savings) | $1,001 - $15,000 |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
Lafayette Ambassador Bank (Savings) | $1,001 - $15,000 |
Lafayette Ambassador Bank (Savings) | $1,001 - $15,000 |
Legg Mason Partners Equity Fund Class A (IRA) | N/A |
Merrill Lynch Cash (IRA) | $1 - $1,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Oppenheimer Quest Value Fund Cl C | $1,001 - $15,000 |
Oppenheimer Small & Medium Cap Fund | N/A |
JPMCO FD PAC INVMT IMCO Low Duration FD CL A / All Asset FD CL C | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
TIAA-CREF Stock Fund 403(b) Plan | $1,001 - $15,000 |
TIAA-CREF Traditional (Guaranteed) 403(b) Plan | $15,001 - $50,000 |
Van Kampen Government SEC FD CL A (Beneficial IRA) | $1,001 - $15,000 |
American Funds American Stables ETF (Roth IRA) | $15,001 - $50,000 |
Vanguard Dividend ETF (IRA) | $5,001 - $15,000 |
Vanguard Short Term Bond ETF (IRA) | $1,001 - $15,000 |
Vanguard Utilities ETF (IRA) | $15,001 - $50,000 |
Wells Fargo Securities Bank Deposit Sweep Option | $1 - $1,000 |
Wells Fargo Securities Bank Sweep Option | $1,001 - $15,000 |
Wells Fargo Securities Bank Sweep Option | $1,001 - $15,000 |
Wells Fargo Securities Bank Sweep Option | $1 - $1,000 |
Wells Fargo Securities Bank Sweep Option | $1 - $1,000 |
Wells Fargo Securities Bank Sweep Option (Roth IRA) | $1 - $1,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| GMAC Mortgage | mortgage | $100,001 - $250,000 |
| Wells Fargo Bank | mortgage | $100,001 - $250,000 |
| American Bank | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$41K
Banking$40K
Energy$33K
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).