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Building 2HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

Map pinSCOTTSDALE, AZ
Phone602-604-0600
NotebookSEC #801-78565
Total AUM
$277.4M
Employees
25
Clients
1,110

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
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
602-604-0600
Other Offices
11

ReceiptFinancials

Total AUM
$277.4M
Accounts
1,804
Discretionary
$277.4M
Accounts
1,804
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
749
AUM
$102.5M
HNW Individual Clients
349
AUM
$173.7M
Pension/Profit Sharing Plan Clients
7
AUM
$147.6K
Corporation or Business Clients
5
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF THIRD PARTY MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMIMOMSMTNCNDNENMNVNYOHOKORPAPRRITNTXVAWAWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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