8985 E. Bell Road
Scottsdale, Arizona 85260
Tel: 602-604-0600
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 12 offices throughout the country.
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS is a Scottsdale, Arizona based Financial Planning firm with nearly $287,777,847 assets under management, offering retirement planning & investment advisory services to 1804 clients. The firm is staffed with 25 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169045 |
SEC# | 801-78565 |
Assets Managed by Firm | $287,777,847 |
No. of Clients | 1804 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1804 | $287,777,847 |
Individuals (other than high net worth individuals) | 1055 | $186,222,661 |
High net worth individuals | 54 | $100,522,439 |
Pension and profit sharing plans | 2 | $943,170 |
Corporations or other businesses | 3 | $89,577 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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