Scott R. Tipton
Scott R. Tipton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 20, 2013. Includes 71 assets.
Est. Net Worth
$6.9M
2013 annual disclosure
Total Assets
$3.2M - $10.5M
71 assets
Total Liabilities
$0
0 liabilities
Total Trades
9
From PTR filings
Trade Volume
$538K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $7M |
| 2012 | $6.6M |
| 2013 | $6.9M |
Assets by Category
Real Estate$4.5M (5)
Stocks$1.2M (37)
Other$323K (7)
Gov. Securities$239K (7)
Mutual Funds$229K (8)
Bank & Cash$199K (5)
Insurance$175K (1)
ETFs$33K (1)
Top Stock Holdings (from trades)
All Assets (71)
| Asset | Value |
|---|---|
Aliante Construction - Airport Circle Alamosa, NM and Cortez, CO, US | $250,001 - $500,000 |
Aliante Energy | $100,001 - $250,000 |
AmTrade C.E.A. | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
BAC Capital Trust 1 | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Broomfield Bond Co | $1,001 - $15,000 |
Broomfield Rev. Bond | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Denver CO Revenue Bond | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
First Units Preferred | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Helios Return Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Hidden Valley CRM 1 Sec NE 14 Sec Rd 26 | $1,000,001 - $5,000,000 |
| $5,001 - $15,000 | |
John Hancock Patriot | $15,001 - $50,000 |
JP Morgan Chase Trust 1 | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Las Cruces Rev Bond | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Menco Health Systems | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Morgan Stanley Capital Trust | $50,001 - $100,000 |
| $15,001 - $50,000 | |
New York Life Whole Life Insurance Policy | $100,001 - $250,000 |
| $15,001 - $50,000 | |
Pett Building Hwy 160 E Cortez, CO, US | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Ridges Metro District | $1,001 - $15,000 |
RMA Money Market Fund | $50,001 - $100,000 |
RMA Money Market Fund | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Scott R. Tipton Ex AMTR AMTRADE C.E.A. | $1,001 - $15,000 |
Scott R. Tipton Ex AMTR AMTRADE C.E.A. | $15,001 - $50,000 |
Scott R. Tipton Trust | $5,001 - $15,000 |
Scott R. Tipton Trust - Denver Airport Rev. Bond | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
Scott Tipton RMA Tax Free Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Scott Tipton Exempt A&T | $15,001 - $50,000 |
701 3rd Street Cortez, CO, US | $50,001 - $250,000 |
Sage Colorado Vanguard Index Fund | $1,001 - $15,000 |
Summit Co. Revenue Bond | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Tipton Properties - 27601 Hwy 160 Cortez, CO, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 | |
UBS Bank | $50,001 - $100,000 |
UBS Bank | $1,001 - $15,000 |
UBS Bank | $1,001 - $15,000 |
Units FT Preferred | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Vectra Bank CCA | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Zweig Total Return | $15,001 - $50,000 |
Zweig FD Com | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$183K
Technology$183K
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).