JIM MARSHALL
JIM MARSHALL Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 60 assets.
Est. Net Worth
$3.6M
2008 annual disclosure
Total Assets
$2.1M - $5M
60 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)
Retirement & Pension$583K (3)
LLC / Partnership$466K (4)
Other$376K (2)
Stocks$196K (11)
Bank & Cash$108K (3)
Gov. Securities$75K (1)
Real Estate$8K (1)
Top Stock Holdings (from trades)
All Assets (60)
| Asset | Value |
|---|---|
12.5% of 46.5 acres in Wilkinson County Wilkinson County, GA, US | $1,001 - $15,000 |
Alabama Power Co. | $1,001 - $15,000 |
Allianz | $15,001 - $50,000 |
Am Cent Ultra IC | $1,001 - $15,000 |
American Euro Pacific | $1,001 - $15,000 |
American Growth Fund | $1,001 - $15,000 |
Ameritrade | $1 - $1,000 |
| $1,001 - $15,000 | |
BlackRock Bond Fund (formerly BlackRock Insured Municipal Bond Fund) | $50,001 - $100,000 |
Branch Banking and Trust | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
CREF Bond Market | $1,001 - $15,000 |
CREF Global Equities | $1,001 - $15,000 |
CREF Growth | $1,001 - $15,000 |
CREF Stock (Retirement) | $250,001 - $500,000 |
Davis NY Venture | $1,001 - $15,000 |
Davis Opportunity Fund | $1,001 - $15,000 |
Dryden National Municipals | $15,001 - $50,000 |
Ecopolis Ltd | $50,001 - $100,000 |
Ecopolis Ltd | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Fidelity Magellan | $1,001 - $15,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Jennison Utility Fund | $15,001 - $50,000 |
Jennison Utility Fund formerly Prudential Utilities Fund | $15,001 - $50,000 |
Jennison Value Fund | $15,001 - $50,000 |
McGinnis Capital LP | $250,001 - $500,000 |
Merrill Lynch Institutional Funds | $100,001 - $250,000 |
Merrill Lynch Cash Management Account | $15,001 - $50,000 |
Merrill Lynch Consults IXIS-CDP-C | $250,001 - $500,000 |
American Century Consultants Alliance (formerly managed by AIM INVESCO) | $500,001 - $1,000,000 |
Merrill Lynch Institutional Fund | $100,001 - $250,000 |
Met Life Affiliates | $1 - $1,000 |
Nationwide money market (formerly Gartmore Money Mkt Fund) | $1,001 - $15,000 |
Nationwide Fund D (formerly Gartmore) | $1,001 - $15,000 |
Newbridge LCAP GR formerly American Century Ultra | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| N/A | |
Professional Women's Investment Group | $1,001 - $15,000 |
| $15,001 - $50,000 | |
RVS Disciplined Equity Fund | $1,001 - $15,000 |
RVS Large Cap Equity Fund | $15,001 - $50,000 |
RVS Tax-exempt High Income Fund | $1,001 - $15,000 |
SunAmerica Life Retirement Services | $15,001 - $50,000 |
T. Rowe Price Science and Technology Fund | $1 - $1,000 |
Templeton Tax Exempt Money Market | $15,001 - $50,000 |
T. Rowe Price Tax Free Short Interm Bond | $50,001 - $100,000 |
Temp Foreign FND Cl A | $1 - $1,000 |
Templeton Growth | $1,001 - $15,000 |
TIAA Real Estate | $1,001 - $15,000 |
TIAA Traditional (Retirement) | $100,001 - $250,000 |
TIAA-Cref International Equity | $1,001 - $15,000 |
TIAA-Cref Lifecycle Fund 2015 | $50,001 - $100,000 |
TIAA-Cref Midcap Value | $1,001 - $15,000 |
TIAA-Cref Small Cap Value | $15,001 - $50,000 |
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).