LUIS G. FORTUNO
LUIS G. FORTUNO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 13, 2008. Includes 22 assets and 1 liabilities.
Year:
Est. Net Worth
$3M
2008 annual disclosure
Total Assets
$1.2M - $5.6M
22 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges
Assets by Category
Real Estate$3M (1)
Retirement & Pension$150K (7)
Stocks$108K (2)
Bank & Cash$74K (8)
Insurance$33K (1)
LLC / Partnership$9K (2)
Other$0 (1)
All Assets (22)
| Asset | Value |
|---|---|
Doral Bank Money Market Account | $1 - $1,000 |
Doral Bank Savings Account | $1,001 - $15,000 |
Doral Bank Savings Account | $1,001 - $15,000 |
Doral Bank Savings Account | $1,001 - $15,000 |
Western Bank IRA Account | $15,001 - $50,000 |
Western Bank IRA Account | $1,001 - $15,000 |
Cash Value Equitable Life Insurance | $15,001 - $50,000 |
Eastern Builders, Inc. | $50,001 - $100,000 |
Eastern Builders (Note) | N/A |
AVDGOT Corp. | $15,001 - $50,000 |
Martinez Odell & Calabria Retirement Plan | $50,001 - $100,000 |
Correa Collazo Herrero & Fortuño | $1,001 - $15,000 |
Landfill Technologies Services, Inc. | $1 - $1,000 |
Leased former home - W-3 Loma Alta St. Guaynabo, PR, US | $1,000,001 - $5,000,000 |
UBS Financial Services | $1,001 - $15,000 |
UBS Financial Services | $1,001 - $15,000 |
UBS Financial Services | $15,001 - $50,000 |
BB&T (Money MKT Account) | $1 - $1,000 |
Westernbank Educational IRA | $1 - $1,000 |
Westernbank Educational IRA | $1 - $1,000 |
Westernbank Educational IRA | $1 - $1,000 |
Thrift Savings Plan | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Banco Popular de Puerto Rico, San Juan, Puerto Rico | mortgage | $250,001 - $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).