HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

8985 E. Bell Road
Scottsdale, Arizona 85260
Tel: 602-604-0600

About HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS, formally registered with the SEC as HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS. The firm was established in 09/20/2013. They have over 30 offices throughout the country.

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS is a Scottsdale, Arizona based Financial Planning firm with nearly $1,081,197,518 assets under management, offering retirement planning & investment advisory services to 6426 clients. The firm is staffed with 90 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169045
SEC#	801-78565
Assets Managed by Firm	$1,081,197,518
No. of Clients	6426
No. of Advisors	90

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(PORTION OF THIRD PARTY MANAGER FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	6426	$1,081,197,518
Individuals (other than high net worth individuals)	144	$265,770,169
High net worth individuals	6282	$815,427,349

Inquire with HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

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