RIA Intel›Advisers›Arizona›HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC

HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Aug 20, 2013 · Source: SEC Form ADV

Total AUM

$365M

1-Year AUM Growth

+67.3%

3-Year CAGR

+19.4%

Employees

49

Assets Under Management

Total AUM$365M

Discretionary AUM$169M

Non-Discretionary AUM$196M

Discretionary %46.4%

Total Clients—

Team

Total Employees49

Investment Advisers53

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingFeb 19, 2009

Latest FilingAug 20, 2013

🔒 Full AUM trend chart and 28 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.