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Building 2HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

Map pinSCOTTSDALE, AZ
Phone602-604-0600
NotebookSEC #801-56814
Total AUM
$135.2M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8985 E BELL ROAD
SCOTTSDALE
AZ 85260
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
602-604-0600

ReceiptFinancials

Total AUM
$135.2M
Accounts
1,932
Discretionary
$0
Accounts
0
Non-Discretionary
$135.2M
Accounts
1,932

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAHIIDILINKSKYLAMAMDMIMNNCNHNVOHOKORPASCTNTXUTVAWAWV

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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