Rick Larsen
Rick Larsen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 21 assets.
Est. Net Worth
$502K
2011 annual disclosure
Total Assets
$258K - $746K
21 assets
Total Liabilities
$0
0 liabilities
Total Trades
117
From PTR filings
Trade Volume
$985K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $326K |
| 2009 | $178K |
| 2010 | $73K |
| 2011 | $502K |
| 2012 | -$527K |
| 2013 | -$206K |
Assets by Category
Mutual Funds$205K (8)
Retirement & Pension$199K (9)
Bank & Cash$99K (4)
Top Stock Holdings (from trades)
All Assets (21)
| Asset | Value |
|---|---|
Congressional Credit Union/Checking | $1,001 - $15,000 |
Federal Congressional Credit Union/Savings | $1,001 - $15,000 |
Ameriprise One Account/Checking | $1,001 - $15,000 |
Ameriprise Account/Savings | $50,001 - $100,000 |
Richard R Larsen IRA/Fundamental Value A | $1,001 - $15,000 |
Richard R Larsen IRA - Columbia Diversified Equity Income Fund Institutional Class / Riversource Diversified Equity Income Fund A (renamed from Columbia Diversified Equity Income Fund A after company merger) | $1,001 - $15,000 |
Wells Fargo Wealthbuilder Equity | $15,001 - $50,000 |
Richard R Larsen RIA - Columbia Multi-Advisor Small Cap Value Fund Institutional 3 Class / Riversource Disciplined Equity Fund A from Small Cap Value Fund A | $1,001 - $15,000 |
Richard R Larsen Roth IRA - Columbia Multi-Advisor Small Cap Value Fund Institutional 3 Class / Riversource Disciplined Equity Fund A from Small Cap Value Fund B | $1 - $1,000 |
Tia Ingrid Karlen TOSCAVS Fundamental Value Fund A | $1,001 - $15,000 |
Tia Ingrid Karlen Core Quantitative Fund A (renamed from Riversource Disciplined Equity Fund A after company merger) | $1,001 - $15,000 |
Tilia Ingrid Karlen IRA/Columbia Large Core (renamed from Columbia Large Cap Index Fund Class B after company merger) | $1,001 - $15,000 |
Tilia Ingrid Karlen Invesco Growth Allocation | $1,001 - $15,000 |
Riverside Flexible Annuity/VP Balanced Fund | $1,001 - $15,000 |
Riverside Variable Life Insurance/Core Equity | $50,001 - $100,000 |
Riverside Variable Life Insurance/Dynamic Equity | $1,001 - $15,000 |
American National Insurance/VP Moderate | $50,001 - $100,000 |
Columbia Diversified Equity Income Fund A (renamed from Columbia Diversified Equity Income Fund A after company merger) | $1,001 - $15,000 |
Columbia Multi-Advisor Small Cap Value Fund A (renamed from Columbia Multi-Advisor Small Cap Value Fund A after company merger) | $15,001 - $50,000 |
Columbia Dividend Opportunity Fund Class A (renamed from Columbia Dividend Opportunity Fund Class A after 5/1/17) | $15,001 - $50,000 |
Ameriprise One Financial Account / Wells Wealthbuilder Growth Balanced | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Technology$56K
Consumer Defensive$72K
Industrials$112K
Financial Services$136K
Healthcare$104K
Utilities$32K
Energy$40K
Consumer Cyclical$40K
Retail Trade$8K
Real Estate$32K
Insurance$16K
Services$8K
Communication Services$8K
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).