Keith J. Rothfus
Keith J. Rothfus Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 58 assets and 1 liabilities.
Est. Net Worth
$9.6M
2013 annual disclosure
Total Assets
$5.4M - $14.6M
58 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
5
From PTR filings
Trade Volume
$224K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Stocks$5.1M (33)
LLC / Partnership$3M (1)
Bank & Cash$981K (9)
Mutual Funds$699K (9)
ETFs$116K (3)
Insurance$41K (2)
Gov. Securities$0 (1)
Top Stock Holdings (from trades)
All Assets (58)
| Asset | Value |
|---|---|
| $5,001 - $15,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
BNY Mellon International Fund | $100,001 - $250,000 |
BNY Mellon Emerging Market Fund | $50,001 - $100,000 |
BNY Mellon Mid Cap Fund | $50,001 - $100,000 |
BNY Mellon Small Cap Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Fulton Bank Account | $15,000 - $15,000 |
Dollar Bank Account | $15,000 - $15,000 |
Citizens Bank Account | $1 - $1,000 |
Washington Mutual Investment Fund | $100,001 - $250,000 |
Citibank Accounts | $250,001 - $500,000 |
Charles Schwab Money Market Account | $50,001 - $100,000 |
Northwestern Mutual - Whole Life Insurance | $1,001 - $15,000 |
Met Life - Whole Life Insurance | $15,000 - $50,000 |
Citizens Bank Account | $50,000 - $100,000 |
Citizens Bank Account | $100,000 - $250,000 |
Dollar Bank Account | $50,001 - $100,000 |
Citibank Account | $100,001 - $250,000 |
United States Treasury Notes | N/A |
| $15,001 - $50,000 | |
| $250,001 - $500,000 | |
| $15,001 - $50,000 | |
| $500,001 - $1,000,000 | |
| $100,001 - $250,000 | |
| $250,001 - $500,000 | |
| N/A | |
| $100,001 - $250,000 | |
| $500,001 - $1,000,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $250,001 - $500,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $50,000 - $100,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
BNY Mellon Bond Fund | $50,000 - $100,000 |
Dreyfus Disc Stock Fund | $15,001 - $50,000 |
Lewis Farms Minnesota, LLP Minnesota, US | $1,000,001 - $5,000,000 |
BNYM Money Market | $1,001 - $15,000 |
BNYM Municipal Multi Bond Fund | $50,001 - $100,000 |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Morgan Stanley | personal loan | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Utilities$49K
Healthcare$1
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).