Investment adviser · CRD 149564
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Aug 20, 2013
- Regulatory AUM
- $365M Form ADV · Item 5.F
- Client accounts
- 2,318 Accounts, not individual clients
- Employees
- 53 Reported in this filing
- Advisory professionals
- 49 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8985 E. BELL ROADSCOTTSDALE, AZ, 85260, United States
CRD 149564
Filing source
Form ADV 752602 · Aug 20, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.