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Householder Group Estate and Retirement Specialist LLC
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CRD # | 169045 |
SEC # | 801-78565 |
CIK # | 0001881590 |
AUM | $1.1 BB (2023-02-22) |
Employees | 98 (51% Investors, 50% Brokers) |
Phone | 602-604-0600 |
Address | 8985 E Bell Road Scottsdale, AZ 85260 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
FSK | 5,490.0 | 0.0 | |
AAPL | 2,382,844.0 | 0.0 | |
COST | 207,576.9 | 0.0 | |
OPI | 979.2 | 0.0 | |
AMZN | 1,092,997.8 | 0.0 | |
WWD | 5,610.9 | 0.0 | |
HON | 119,775.0 | 0.0 | |
XOM | 385,508.3 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
LLY | 301,789.7 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 6,337 | 1.9 |
(b) Individuals (high net worth individuals) | 196 | 0.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 13,771 | 2.1 |
By Discretionary | ||
Discretionary | 5,710 | 1.1 |
Non-Discretionary | 8,061 | 1.0 |
Total | 13,771 | 2.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.1 | |
Total | 13,771 | 2.1 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001881590] |
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Cahill Financial Advisors Inc
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|
MN | 1.1 |
Retirement Plan Advisors LLC
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IL | 1.1 |
Wingate Wealth Advisors Inc
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MA | 1.1 |
Meyers Wealth Management LLC
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OH | 1.1 |
Scarborough Advisors LLC
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MD | 1.1 |
Everhart Financial Group Inc
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|
OH | 1.1 |
Mediqus Asset Advisors Inc
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IL | 1.1 |
ERN Financial LLC
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WI | 1.1 |
Novem Group
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|
NY | 1.1 |
First National Corporation
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|
MA | 1.1 |