Annual financial disclosure for 2013, filed July 3, 2013. Includes 143 assets and 7 liabilities.
| Asset | Value |
|---|---|
1/2 Rotary Road Waltham, PA, US | $500,001 - $1,000,000 |
USA Compression State Bank | $1,000,000 - $5,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| First National Bank | mortgage | $100,001 - $250,000 |
| Wells Fargo | line of credit | $50,001 - $100,000 |
| Wells Fargo | line of credit |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
USAA Energy LLC | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Durban Brazil Cap Inc | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Lim Energy LLC | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Capital One Capital IX | $15,001 - $50,000 |
ProShares ETF | $15,001 - $50,000 |
| $50,001 - $100,000 |
| N/A |
| N/A |
Morgan Stanley Bank N.A. | $1,001 - $15,000 |
IRA Cash - LPL Financial | $15,001 - $50,000 |
LPL Energy LLC (IRA) | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
IRA, Thornburg Investment Income Builder Fund Class C | $15,001 - $50,000 |
IRA, Lord Abbett Mid Cap Equity Fund | $15,001 - $50,000 |
IRA, Lord Abbett Developing Growth Fund | $15,001 - $50,000 |
IRA, MCM Index 25 | $15,001 - $50,000 |
IRA, Harding Loevner International Equity | $15,001 - $50,000 |
IRA, American Growth Fund | $15,001 - $50,000 |
IRA, PIMCO All Asset Fund | $15,001 - $50,000 |
IRA, PIMCO All Asset All Authority Fund | $15,001 - $50,000 |
IRA, PIMCO Total Return Fund | $15,001 - $50,000 |
IRA, PIMCO Low Duration Fund | $15,001 - $50,000 |
IRA, MCM Oil & Gas | $15,001 - $50,000 |
IRA, Fox River Limited Partnership | $15,001 - $50,000 |
IRA, Jackson SP-4 | $15,001 - $50,000 |
IRA - Janus S&P 500 Index | $15,001 - $50,000 |
IRA - Lord Abbett Emerging Markets | $50,001 - $100,000 |
IRA - Lord Abbett Mid Cap Equity | $50,001 - $100,000 |
IRA - Eaton Vance Bond Fund | $15,001 - $50,000 |
IRA - MFS Value Fund | $50,001 - $100,000 |
IRA - MCH S&P 500 Index | $15,001 - $50,000 |
IRA - American Funds Growth Fund | $15,001 - $50,000 |
IRA - American Funds EuroPacific Growth | $15,001 - $50,000 |
IRA - American Funds Fundamental Investors | $50,001 - $100,000 |
IRA - American Funds Washington Mutual Investors | $15,001 - $50,000 |
IRA - MCH S&P 500 Index (Additional) | $15,001 - $50,000 |
IRA - Ford Motor Liquid Fund Equity | $15,001 - $50,000 |
IRA - Janus S&P 4 | $15,001 - $50,000 |
IRA - Jackson S&P Dividend | $1,001 - $15,000 |
IRA - Lazard Emerging Markets | $1,001 - $15,000 |
IRA - Lazard Mid Cap Equity | $1,001 - $15,000 |
IRA - MCM Nasdaq 25 | $1,001 - $15,000 |
IRA - Emerging Mkt China Index | $1,001 - $15,000 |
IRA - MCM All 5 | $1,001 - $15,000 |
IRA - American Growth Fund | $1,001 - $15,000 |
IRA - PIM America Float Rate | $1,001 - $15,000 |
IRA - PIM America High Yield Bond | $1,001 - $15,000 |
IRA - MCM Small Cap Index | $1,001 - $15,000 |
IRA - Harbor Stock Comm | $1,001 - $15,000 |
IRA - MCM Financial Sector | $1,001 - $15,000 |
IRA - Ford Focus Liquid Net Eq | $1,001 - $15,000 |
IRA - Jackson S&P 4 | $1,001 - $15,000 |
WA Jackson Enhanced Income | N/A |
Appaloosa MLP ETF | N/A |
Cisco C I & Co Corp | N/A |
Cisco C I & Co Corp | N/A |
| N/A |
Churchill Financial Corp | N/A |
DJ Brookfield Infrastructure & Co | N/A |
| N/A |
Intrexon Wpl Distributor Energy | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Texas Energy Company | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Transamerica Index Cap New | N/A |
Transamerica Index Cap New | N/A |
PFA Corp | N/A |
| N/A |
| $50,001 - $100,000 |
110 Dillingham Lane N. Naples, FL, US | $15,001 - $50,000 |
| $50,001 - $100,000 |
| Wells Fargo | line of credit | $50,001 - $100,000 |
| Wells Fargo | mortgage | $250,001 - $500,000 |
| Wells Fargo | mortgage | $1,000,001 - $5,000,000 |
| Bank of America | mortgage | $500,001 - $1,000,000 |
