Mo Brooks
Mo Brooks Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 47 assets and 1 liabilities.
Est. Net Worth
$900K
2012 annual disclosure
Total Assets
$653K - $1.9M
47 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
148
From PTR filings
Trade Volume
$2.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | $81K |
| 2011 | $1M |
| 2012 | $900K |
| 2013 | $817K |
Assets by Category
Stocks$275K (22)
Other$250K (2)
Mutual Funds$223K (9)
LLC / Partnership$183K (3)
Bank & Cash$148K (4)
Gov. Securities$132K (5)
Retirement & Pension$65K (2)
Top Stock Holdings (from trades)
All Assets (47)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wells Fargo Advantage Growth Mutual Fund | N/A |
Baldwin County, AL Board of Ed Bond 11/6/08 Baldwin County, AL, US | $50,001 - $100,000 |
South Baldwin Finance Corp of Louisiana Bonds Louisiana, US | $100,001 - $250,000 |
Huntsville-Redstone Village Bonds | $1,001 - $15,000 |
Baldwin County, AL Board of Education Baldwin County, AL, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Royce Global Value Fund - Consultant Class | $15,001 - $50,000 |
Van Kampen High Income Muni FDG WTS - Series B | $50,001 - $100,000 |
TD Bank USA FDIC Insured Deposit Account | $1,001 - $15,000 |
Ameriprise Financial Partners LP Partnership Interest | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
San Joaquin Hills CA Transportation - Highway Revenue Tolls California, US | $1,001 - $15,000 |
Rev Civ Fin Auth College & Univ Revenue | $15,001 - $50,000 |
Legg Mason Opportunity Trust | $1,001 - $15,000 |
Legg Mason Special Investment Trust Mutual Fund | $1,001 - $15,000 |
Royce Fund Mutual Fund | $1,001 - $15,000 |
RS Large Cap Alpha Fund | $1,001 - $15,000 |
Class A ALPS FDIC Insured Deposit Account | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Dreyfus Strategic Municipal Bond Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Retirement System of Alabama (not self-directed) | $15,001 - $50,000 |
Redstone Federal Credit Union Savings Account | $15,001 - $50,000 |
TD Ameritrade Insured Deposit Account | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Duke Capital Corp. Bonds | $50,001 - $100,000 |
Retirement System of Alabama (not self-directed) | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Tower Housing Coop, Inc. | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Utilities$325K
Technology$185K
Communication Services$282K
Financial Services$73K
Healthcare$201K
Manufacturing$8K
Consumer Cyclical$65K
Energy$8K
Consumer Defensive$8K
Industrials$24K
Banking$33K
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).