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HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC
HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
SCOTTSDALE, Arizona
·
7 registered advisors
·
CRD# 169045
SEC# 801-78565
11
602-604-0600
01
Firm Overview
AUM
$288M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PORTION OF THIRD PARTY MANAGER FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC
7 registered advisors
Alexandra Odessa Vidal
SCOTTSDALE, Arizona
CRD# 4449974
James Allen Childress
SCOTTSDALE, Arizona
CRD# 707435
Jean Elzayek
SCOTTSDALE, Arizona
CRD# 4546368
Megan Alexandra Householder
SCOTTSDALE, Arizona
CRD# 5883332
Rebecca Lynn Schramm
SCOTTSDALE, Arizona
CRD# 7243533
Renee Farida
SCOTTSDALE, Arizona
CRD# 5291776
Scott Allen Householder
SCOTTSDALE, Arizona
CRD# 1643023
05
Office Locations
SCOTTSDALE, Arizona
7 advisors
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Data sourced from SEC Form ADV filings. HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC (CRD# 169045) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.