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Householder Group Estate and Retirement Specialist, LLC

CRD 169045SEC# 801-78565Scottsdale, AZ
Export (members)
No longer SEC-registered. Householder Group Estate and Retirement Specialist, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$277.4M
Employees
25
Accounts
1,804
Location
Scottsdale, AZ

Householder Group Estate and Retirement Specialist, LLC assets under management

Householder Group Estate and Retirement Specialist, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. It reports $277.4 million in regulatory assets under management and employs 25 people.

Householder Group Estate and Retirement Specialist, LLC owners & executives

4 reported
NameTitleOwnershipSince
Householder Group Estate & Retirement Specialist, LLC ControlOwnerOver 75%2013
Scott Allen Householder ControlChief Executive Officer /Chief Compliance OfficerUnder 5%2013
Michael Fusco ControlTrustee2016
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Frequently asked questions

How much does Householder Group Estate and Retirement Specialist, LLC manage?

Householder Group Estate and Retirement Specialist, LLC reports $277.4 million in regulatory assets under management on its Form ADV.

How many employees does Householder Group Estate and Retirement Specialist, LLC have?

Householder Group Estate and Retirement Specialist, LLC reports 25 employees.

Where is Householder Group Estate and Retirement Specialist, LLC located?

Householder Group Estate and Retirement Specialist, LLC is based in Scottsdale, AZ.

Does Householder Group Estate and Retirement Specialist, LLC disclose fund performance?

Householder Group Estate and Retirement Specialist, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8985 E. Bell Road, Scottsdale, AZ 85260
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$277.4M
Non-discretionary$0
Total (RAUM)$277.4M