JIM MARSHALL
JIM MARSHALL Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 20, 2009. Includes 62 assets.
Est. Net Worth
$2.7M
2009 annual disclosure
Total Assets
$1.5M - $3.8M
62 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$1.1M (35)
Bank & Cash$614K (9)
Retirement & Pension$440K (3)
LLC / Partnership$383K (2)
Gov. Securities$75K (1)
Stocks$65K (10)
Real Estate$33K (1)
Other$501 (1)
Top Stock Holdings (from trades)
All Assets (62)
| Asset | Value |
|---|---|
12.5% of 465 acres in Wilkinson County, GA Wilkinson County, GA, US | $15,001 - $50,000 |
Alabama Power Co. | $1,001 - $15,000 |
Allianz | $1,001 - $15,000 |
Am Cent Ultra IC | N/A |
American Euro Pacific | $1,001 - $15,000 |
American Growth Fund | $1,001 - $15,000 |
Ameritrade | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Black Rock bond fund, formerly MuniVest Insured Municipal Bond Fund | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
CD Goldman Sachs | $50,001 - $100,000 |
| $1 - $1,000 | |
Congressional Credit Union | $1,001 - $15,000 |
CREF Bond Market | $1,001 - $15,000 |
CREF Global Equities | $15,001 - $50,000 |
CREF Growth | $1,001 - $15,000 |
CREF Stock (Retirement) | $15,001 - $50,000 |
Davis NY Venture | $1,001 - $15,000 |
Davis Opportunity Fund | $15,001 - $50,000 |
Dryden National Municipals | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Fidelity Magellan | $15,001 - $50,000 |
Fidelity Contrafund | $1,001 - $15,000 |
GE Money BK CD | N/A |
Jennison Utility Fund | $15,001 - $50,000 |
Jennison Utility Fund formerly Prudential Utilities Fund | $5,001 - $15,000 |
Jennison Value Fd | $1,001 - $15,000 |
McGinnis Capital LP | $250,001 - $500,000 |
Merril Lynch Institutional Funds | $100,001 - $250,000 |
Merril Lynch Cash Management Account | $250,001 - $500,000 |
Merrill Lynch Bank USA 2nd Sep. | $15,001 - $50,000 |
Smith Barney Consults IXIS-CDC (Managed by Merrill Lynch Consultants - Managed by AJAIM INVESCO) | $100,001 - $250,000 |
Merrill Lynch Institutional Fund | $50,001 - $100,000 |
Met Life Affiliates | $1 - $1,000 |
Nationwide Money Market (formerly Farm Bureau Mkt Fd PS) | $1,001 - $15,000 |
National City Bank | $50,001 - $100,000 |
Nationwide Fund D (formerly Gartmore) | $1,001 - $15,000 |
New England LGCAP GR (formerly American Century Ultra) | $1,001 - $15,000 |
New Inter Val Inst Svc | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| N/A | |
Professional Women's Investment Group | $1,001 - $15,000 |
| $1,001 - $15,000 | |
RVS Disciplined Equity Fund | $15,001 - $50,000 |
RVS Large Cap Equity Fund | $15,001 - $50,000 |
RVS Tax-Exempt High Income Fund | $15,001 - $50,000 |
Symetra Life Retirement Fund | $15,001 - $50,000 |
T. Rowe Price Science and Technology Fund | $1 - $1,000 |
T. Rowe Price Tax Exempt Fund | $15,001 - $50,000 |
T. Rowe Price Tax Free Short Intermediate | $50,001 - $100,000 |
Templeton Growth | $1,001 - $15,000 |
Temp Foreign FND Cl S A | N/A |
TIAA Real Estate | $1,001 - $15,000 |
TIAA Traditional (Retirement) | $250,001 - $500,000 |
TIAA-Cref International Equity | $1,001 - $15,000 |
TIAA-Cref Lifecycle Fund 2015 | $15,001 - $50,000 |
TIAA-Cref Midcap Value | $1,001 - $15,000 |
TIAA-Cref Small Cap Value | $1,001 - $15,000 |
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).