AFFILIATED A Mutual Funds

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The table below lists all the unclaimed Mutual Funds that were sent to the State of California by AFFILIATED A. The owners were not able be located and the unclaimed money was turned over to the State. If your name is listed below, you should visit https://ucpi.sco.ca.gov/en/Property/SearchIndex and enter the property # from the table below to start the claim process.

Property IDOwnerAmountDate of last contact with OwnerDate Reported to California
1011309294NANCE JOHN K $314,331.002016-11-172021-06-09
1011309294JOHN & HANNAH NANCE LIV TRUST $314,331.002016-11-172021-06-09
1019398057MAKLEY BARBARA E $258,491.002017-09-202022-06-07
1019398057MAKLEY ROBERT $258,491.002017-09-202022-06-07
1019398057MAKLEY FAMILY TRUST $258,491.002017-09-202022-06-07