Annual financial disclosure for 2012, filed April 30, 2012. Includes 47 assets and 1 liabilities.
| Asset | Value |
|---|---|
Allianz IRA Annuity - Blackrock Cap Apprec | N/A |
Allianz IRA Annuity - Allianz Fusion Growth | N/A |
| Creditor | Type | Amount |
|---|---|---|
| Mortgage Service Center, Mt. Laurel, NJ | mortgage | $100,001 - $250,000 |
| N/A |
Allianz IRA Annuity - Allianz IRA Core Growth | N/A |
Allianz IRA Annuity - Fixed Period Account | $100,001 - $250,000 |
Allianz Global Discovery | N/A |
Boston Cap Private Tax | $1 - $1,000 |
Congr Federal Credit Un | $100,001 - $250,000 |
ING IRA Annuity - DFA World Equity | $15,001 - $50,000 |
ING IRA Annuity - Growth & Income | $1,001 - $15,000 |
ING IRA Annuity - Retirement Growth | $50,001 - $100,000 |
Russell Mid Cap Growth | $15,001 - $50,000 |
ING IRA Annuity - T. Rowe Price New Horizons Stock (Formerly Marsico Intl) | $15,001 - $50,000 |
ING IRA Annuity - Amer Fds Growth | $15,001 - $50,000 |
ING IRA Annuity - Amer Fds Income | $15,001 - $50,000 |
ING IRA Annuity - Amer Fds Growth | $15,001 - $50,000 |
ING IRA Annuity - Amer Fds Intl | $50,001 - $100,000 |
ING IRA Annuity - Baron Small Cap Growth | $15,001 - $50,000 |
Northwestern Janus Contrarian Core Growth & Income | N/A |
ING IRA Annuity - Global Resources | $15,001 - $50,000 |
ING IRA Annuity Marisco Growth | $15,001 - $50,000 |
ING IRA Annuity Pinnacle Premium Bond | $15,001 - $50,000 |
Metlife Bank NA CD | $15,001 - $50,000 |
| $1,001 - $15,000 |
Metlife IRA Annuity | $15,001 - $50,000 |
ML - Cohen & Steers Intl Realty Fund | N/A |
ML - Davis NY Venture Fund | $100,001 - $250,000 |
ML - Du Page Cty, IL 1st Du Page County, IL, US | $50,001 - $100,000 |
ML - FPA Perennial Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
ML - Miami Beach, FL Miami Beach, FL, US | $50,001 - $100,000 |
ML - Palatine, IL Corp Purp Palatine, IL, US | $15,001 - $50,000 |
ML - San Diego Cty, CA CTS San Diego County, CA, US | N/A |
ML - Seminole Cty, FL Sch Brd Seminole County, FL, US | $50,001 - $100,000 |
ML - Tax Exempt Fund | $1 - $1,000 |
ML - Victor VY CA Lh High | $50,001 - $100,000 |
ML - John Hancock Variable Annuity Davis Fundamental | $1,001 - $15,000 |
ML - John Hancock Variable Annuity Deutsche Real Estate Securities | $1,001 - $15,000 |
ML - John Hancock Variable Annuity American Global Lifestyle Moderate | $15,001 - $50,000 |
ML - John Hancock Variable Annuity American Global Stock Market Index | $1,001 - $15,000 |
ML - John Hancock Variable Annuity PIMCO Total Return | $1,001 - $15,000 |
ML-DC Income Bond | $15,001 - $50,000 |
ML-Hartford Cap Appec Fund | $50,001 - $100,000 |
ML-Leader Tax Indp Sch | $50,001 - $100,000 |
| $1,001 - $15,000 |
ML-WASH DC CCA Dedicated | $50,001 - $100,000 |
TIAA CREF Retirement TIAA Traditional | $50,001 - $100,000 |