RIA Intel›Advisers›Arizona›HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$277M
1-Year AUM Growth
-78.8%
3-Year CAGR
-49.3%
Employees
16
Assets Under Management
Total AUM$277M
Discretionary AUM$277M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,110
Team
Total Employees16
Investment Advisers25
Employee Growth (1Y)-63.0%
Filing History
Total Filings on Record101
First FilingSep 6, 2013
Latest FilingMar 31, 2025
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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