Householder Group Estate and Retirement Specialist, LLC
CRD 169045SEC# 801-78565Scottsdale, AZ
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC Control | Owner | Over 75% | 2013 |
| Scott Allen Householder Control | Chief Executive Officer /Chief Compliance Officer | Under 5% | 2013 |
| Michael Fusco Control | Trustee | — | 2016 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 8985 E. Bell Road, Scottsdale, AZ 85260 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$277.4M▼ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$277.4Mregulatory AUM
Discretionary $277.4M