Scott R. Tipton
Scott R. Tipton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 23, 2011. Includes 76 assets.
Est. Net Worth
$7M
2011 annual disclosure
Total Assets
$3.4M - $10.7M
76 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$4.6M (6)
Stocks$1.5M (42)
Mutual Funds$221K (7)
Other$207K (5)
Insurance$175K (1)
Bank & Cash$174K (5)
Gov. Securities$162K (8)
ETFs$50K (1)
Retirement & Pension$33K (1)
Top Stock Holdings (from trades)
All Assets (76)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Scott R. Tipton Trust - AMTR | $100,001 - $250,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Wesprac B&G Corp | $100,001 - $250,000 |
Zweig FD Com | $1,001 - $15,000 |
Ameritrade C.E.A. | $1,001 - $15,000 |
Scott & Tipton EX AMTR AMTRADE C.E.A. | $1,001 - $15,000 |
| $5,001 - $15,000 | |
| $15,001 - $50,000 | |
Broomfield Rev. Bond | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Qwest Communications | $1,001 - $15,000 |
UBS Bank | $1,001 - $15,000 |
Triton Properties Cortez, CO, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 | |
Kinder Morgan Energy | $15,001 - $50,000 |
Hidden Valley CRM | $1,000,001 - $5,000,000 |
4 Way Construction - Airport Circle Flandreau, SD, US | $250,001 - $500,000 |
Petty Building / Hiawatha Golf Course Hibbing, MN and Cortez, CO, US | $50,001 - $100,000 |
702 Arbor Street Cortez, CO, US | $100,001 - $250,000 |
701 3rd Street St. Philip, US | $100,001 - $250,000 |
Scott Tipton Exempt | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Summit Co. Revenue Bond | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Ridges Metro District | $1,001 - $15,000 |
Broomfield Bond Co | $1,001 - $15,000 |
Denver CO Revenue Bond Denver, CO, US | $1,001 - $15,000 |
Helios Return Fund | $1,001 - $15,000 |
First Units Preferred | $15,000 - $15,000 |
RMA Money Market Fund | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,000 - $50,000 | |
| $15,001 - $50,000 | |
PowerShares QQQ | $50,000 - $50,000 |
Units FT Preferred | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Qwest | $15,000 - $15,000 |
| $1,001 - $15,000 | |
| $50,000 - $50,000 | |
UBS Bank | $50,001 - $100,000 |
| $15,001 - $50,000 | |
RMA Money Market Fund | $50,001 - $100,000 |
John Hancock Patriot | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Vectra Bank COA | $50,001 - $100,000 |
State of Colorado Veterans Trust Fund | $1,001 - $15,000 |
Zweig Total Return | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Qwest Communications | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
UBS Bank USA | $1,001 - $15,000 |
Scott Tipton AMTR Trust Uinta Energy | $1,000 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Menco Health Systems | $1,001 - $15,000 |
Scott Tipton RMA Tax Free Fund | $15,001 - $50,000 |
Southwest Water Resources Trust Denver Airport Rev Bond | $15,001 - $50,000 |
Las Cruces Rev Bond | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
New York Life Whole Life Insurance Company | $100,001 - $250,000 |
| $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).