JOE KNOLLENBERG

JOE KNOLLENBERG Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 13, 2008. Includes 8 assets.

Year:
Est. Net Worth
$4M
2008 annual disclosure
Total Assets
$1.5M - $6.5M
8 assets
Total Liabilities
$0
0 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges

Assets by Category

Mutual Funds$3.5M (3)
Bank & Cash$250K (2)
Stocks$175K (1)
Real Estate$75K (1)
Other$33K (1)

All Assets (8)

AssetValue
The PrivateBank
Bloomfield Hills, MI, US
$100,001 - $250,000
Congressional Federal CU
Washington, DC, US
$50,001 - $100,000
Fannieh Huten K. Knollenberg Trust
$15,001 - $50,000
Research Electro Optics
Boulder, CO, US
$100,001 - $250,000
Mutual Funds held through Lincoln Financial Services LLC
Boston, MA, US
$100,001 - $250,000
Securities held through Financial Services Inc. Retirement Investment Services Inc.
$1,000,001 - $5,000,000
3047 Lowell Rental
Washington, DC, US
$50,001 - $100,000
Investment through Linsco/Private Ledger
San Diego, CA, US
$100,001 - $500,000
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).
JOE KNOLLENBERG Net Worth & Financial Disclosure 2008 – Assets & Portfolio | Congress Stock Tracker