JIM MARSHALL
JIM MARSHALL Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed August 20, 2010. Includes 65 assets.
Est. Net Worth
$4.3M
2010 annual disclosure
Total Assets
$2.6M - $6.1M
65 assets
Total Liabilities
$0
0 liabilities
Total Trades
22
From PTR filings
Trade Volume
$2.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $3.6M |
| 2009 | $2.7M |
| 2010 | $3.3M |
| 2010 | $4.3M |
Assets by Category
Mutual Funds$1.8M (35)
Other$1.3M (4)
Bank & Cash$416K (9)
Retirement & Pension$408K (2)
LLC / Partnership$183K (2)
Stocks$129K (10)
Gov. Securities$75K (1)
Real Estate$41K (2)
Top Stock Holdings (from trades)
All Assets (65)
| Asset | Value |
|---|---|
12.5% of 46.5 acres in Wilkinson County, GA (ML) Wilkinson County, GA, US | $15,001 - $50,000 |
7.5% of Min. 125 acres, Wilkinson County, GA (ML) Wilkinson County, GA, US | $1,001 - $15,000 |
Alabama Power Co (ML) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
American Euro Pacific (ML) | $15,001 - $50,000 |
American Growth Fund (ML) | $1,001 - $15,000 |
Ameritrade | $1,001 - $15,000 |
Bank of India CD | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Black Rock Bond Fund (formerly Black Rock Insured Municipal Bond Fund) | $50,001 - $100,000 |
Branch Banking and Trust | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
CD Goldman Sachs | N/A |
| $15,001 - $50,000 | |
Congressional Credit Union | $50,001 - $100,000 |
CREF Bond Market | $1,001 - $15,000 |
CREF Global Equities | $1,001 - $15,000 |
CREF Growth | $15,001 - $50,000 |
CREF Money Market | $100,001 - $250,000 |
CREF Stock (Retirement) | N/A |
Davis NY Venture | $1,001 - $15,000 |
Davis Opportunity Fund | $1,001 - $15,000 |
Dryden National Municipals | $15,001 - $50,000 |
| $1,001 - $15,000 | |
FIA Card Svcs (AXXX) (MLSEP) | $100,001 - $250,000 |
Fidelity Magellan | $1,001 - $15,000 |
Fidelity Contrafund (527) | $1,001 - $15,000 |
Jennison Utility Fund (ML and Jensen Fund, formerly Prudential Utilities Fund) | $15,001 - $50,000 |
Jennison Utility Fund (ML and Jensen Fund, formerly Prudential Utilities Fund) | $15,001 - $50,000 |
Jennison Value Fund | $15,001 - $50,000 |
McGinnis Capital LP | $100,001 - $250,000 |
Merrill Lynch Cash Management Account | $50,000 - $100,000 |
Merrill Lynch Bank Deposit Fund | $100,001 - $250,000 |
Merrill Lynch Bank USA 2nd Sep | N/A |
Merrill Lynch Consults | N/A |
Merrill Lynch Consults (formerly managed by Allianz) | $250,001 - $500,000 |
Merrill Lynch Institutional Fund | $50,001 - $100,000 |
Merrill Lynch Institutional Fund | $100,001 - $250,000 |
Met Life Affiliates | $500,001 - $1,000,000 |
Nationwide Money Market (formerly Gatmore Money Mkt) | $1,001 - $15,000 |
National City Bank CD | N/A |
Nationwide Fund (formerly Gatmore) | $1,001 - $15,000 |
Nationwide LGCAP GR (formerly American Century Ultra) | $1,001 - $15,000 |
New Inter Van Inst Svc | $15,000 - $15,000 |
| $1,001 - $15,000 | |
Professional Women's Investment Group | $1,001 - $15,000 |
| $1,001 - $15,000 | |
RVS Disciplined Equity Fund CL A | $1,001 - $15,000 |
RVS Large Cap Equity Fund | $15,001 - $50,000 |
RVS Tax-Exempt High Income Fund | $1,001 - $15,000 |
Symetra Life Retirement Services | $15,001 - $50,000 |
T. Rowe Price Science and Tech | $1 - $1,000 |
T. Rowe Price Tax Exempt Money Market | $50,001 - $100,000 |
T. Rowe Price Tax Free Short Intermediate | $15,001 - $50,000 |
Templeton Growth (M) | $1,001 - $15,000 |
TIAA Real Estate | $1,001 - $15,000 |
TIAA Traditional (Retirement) | $250,001 - $500,000 |
TIAA-Cref International Equity | $500,000 - $1,000,000 |
TIAA-Cref Lifecycle Fund 2015 | $15,001 - $50,000 |
TIAA-CREF Midcap Value | N/A |
TIAA-CREF Small Cap Value | N/A |
United States Savings Bonds | $50,001 - $100,000 |
Vanguard 500 Index Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$8K
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).