Scott R. Tipton
Scott R. Tipton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 23, 2012. Includes 76 assets.
Est. Net Worth
$6.6M
2012 annual disclosure
Total Assets
$3M - $10.2M
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$3.8M (5)
Stocks$1.7M (45)
Bank & Cash$323K (5)
Other$248K (4)
Mutual Funds$237K (9)
Gov. Securities$153K (6)
Insurance$75K (1)
ETFs$33K (1)
Top Stock Holdings (from trades)
All Assets (76)
| Asset | Value |
|---|---|
Airport Circle Condominium Cortez, CO, US | $250,001 - $500,000 |
| $100,001 - $250,000 | |
AM Trade C.E.A. | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
BAC Capital Trust 1 | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Broomfield Bond Co | $1,001 - $15,000 |
Broomfield Revenue Bond | $15,001 - $50,000 |
| N/A | |
| N/A | |
Denver CO Revenue Bond Denver, CO, US | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
First Unis Preferred | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Helios Return Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Hidden Valley CRM Sec NE 1/4 Sec Rd 26 | $1,000,001 - $5,000,000 |
| $15,001 - $50,000 | |
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 |
| $1,001 - $15,000 | |
Morgan Stanley Capital Trust | $15,001 - $50,000 |
| $15,001 - $50,000 | |
New York Life Whole Life Insurance | $50,000 - $100,000 |
| $15,001 - $50,000 | |
HWW 160 Henny Building Cortez, CO, US | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Qwest | $1,001 - $15,000 |
Qwest Communications | $15,000 - $15,000 |
Qwest Communications | $1,001 - $15,000 |
Ridges Metro District | $15,000 - $15,000 |
RMA Money Market Fund | $15,001 - $50,000 |
RMA Money Market Fund | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Denver Airport Revenue Bond | $15,001 - $50,000 |
| $100,001 - $250,000 | |
| $250,000 - $500,000 | |
RMA Tax Free Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Sage Strip Cortez, CO, US | $100,001 - $250,000 |
Vanguard Index Fund | $1,001 - $15,000 |
Summit Co. Revenue Bond | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Tipton Properties Cortez, CO, US | $50,000 - $100,000 |
| $1,001 - $15,000 | |
UBS Bank | $50,001 - $100,000 |
UBS Bank | $100,001 - $250,000 |
UBS Bank USA | $15,001 - $50,000 |
UBS Bank USA | $1,001 - $15,000 |
UNTS FT Preferred | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Vectra Bank CCA | $15,001 - $50,000 |
| $50,001 - $100,000 | |
West PAC Building Corp | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Zweg Total Return | $50,000 - $50,000 |
Zweg 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).