Julia Brownley
Julia Brownley Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 26 assets and 1 liabilities.
Est. Net Worth
$1.6M
2013 annual disclosure
Total Assets
$1.4M - $3.2M
26 assets
Total Liabilities
$500K - $1M
1 liabilities
Total Trades
4
From PTR filings
Trade Volume
$57K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2012 | $1.1M |
| 2013 | $1.6M |
Assets by Category
Mutual Funds$1.5M (19)
Real Estate$758K (2)
Bank & Cash$75K (1)
Other$16K (2)
Stocks$9K (2)
Top Stock Holdings (from trades)
All Assets (26)
| Asset | Value |
|---|---|
Money Market Accounts | $50,001 - $100,000 |
American Funds Washington Mutual | $250,001 - $500,000 |
American Growth Fund of America | $100,001 - $250,000 |
Artisan International Value Fund | $50,001 - $100,000 |
Cambiar Small Cap Fund | $15,001 - $50,000 |
Franklin California Tax Free Income Advantage Fund | $100,001 - $250,000 |
Franklin California Interim Term Tax Free Fund | $100,001 - $250,000 |
Franklin Small-Mid Cap Growth Fund | $25,001 - $50,000 |
Franklin Large Cap Growth Fund | $100,001 - $250,000 |
Nuveen High Yield Muni Bond Fund | $15,001 - $50,000 |
Thornburg International Value Fund | $50,001 - $100,000 |
BlackRock High Yield Corporate Bond Fund | $15,001 - $50,000 |
MFS Research Bond Fund | $1,001 - $15,000 |
Oppenheimer International Bond Fund | $1,001 - $15,000 |
Pimco Low Duration Fund | $1,001 - $15,000 |
Pimco Real Return Fund | $1,001 - $15,000 |
Pimco Total Return Fund | $15,001 - $50,000 |
ISHARES MSCI EAFE Index Fund | $15,001 - $50,000 |
Standard & Poors Dep Rcp Fund | $5,001 - $15,000 |
Cambiar Conquistador Inv Fund | N/A |
10 Acres in Kern County Kern County, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
AIG Annuity - Fixed | $1,001 - $15,000 |
Hartford Annuity - Fixed | $1,001 - $15,000 |
393 3rd Street #6 - Santa Monica, CA investment property Santa Monica, CA, US | $500,001 - $1,000,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $500,001 - $1,000,000 |
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).