Lucille Roybal-Allard

Lucille Roybal-Allard Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 9, 2012. Includes 11 assets and 4 liabilities.

Est. Net Worth
-$500K
2012 annual disclosure
Total Assets
$228K - $646K
11 assets
Total Liabilities
$610K - $1.3M
4 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges

Net Worth Over Time

$1.7M$939K$219K-$500K2008200920102010201120122013

Assets by Category

Real Estate$175K (1)
Mutual Funds$108K (2)
Retirement & Pension$98K (3)
Bank & Cash$57K (5)

All Assets (11)

AssetValue
Credit Union Checking Account
$1 - $1,000
USAA Federal Savings Bank
$1,001 - $15,000
Ameritrade Retirement Systems
$15,001 - $50,000
Waldo Savings & Loan Account
$1,001 - $15,000
Bangor Savings Bank
$1,001 - $15,000
Wells Fargo Advantage Money Market Fund IRA
$15,001 - $50,000
Washington Mutual Money Fund
$15,001 - $50,000
Rental Property
McLean, VA, US
$100,001 - $250,000
Ameriprise Financial IRA
$15,001 - $50,000
American Funds EuroPacific Growth Fund Class R-4
$50,001 - $100,000
Fidelity Advisor Growth Opportunities Fund Class A
$15,001 - $50,000

Liabilities (4)

CreditorTypeAmount
American Express (Delmar, Travel)credit card$10,001 - $15,000
USAmortgage$250,001 - $500,000
Wells Fargomortgage$250,001 - $500,000
Chasemortgage$100,001 - $250,000
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).
Lucille Roybal-Allard Net Worth & Financial Disclosure 2012 – Assets & Portfolio | Congress Stock Tracker