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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Householder Group Estate and Retirement Specialist LLC
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| CRD # | 169045 |
| SEC # | 801-78565 |
| CIK # | 0001881590 |
| AUM | $277.4 M (2025-05-15) |
| Employees | 25 (64% Investors, 60% Brokers) |
| Phone | 602-604-0600 |
| Address | 8985 E Bell Road Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| FS KKR Capital Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Colony NorthStar Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Industrial Logistics Properties Trust | 0.0 | ||
| Steel Dynamics Inc | 0.0 | ||
| Quantum Computing Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 749 | 0.1 |
| (b) Individuals (high net worth individuals) | 349 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,804 | 0.3 |
| By Discretionary | ||
| Discretionary | 1,804 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,804 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 1,804 | 0.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001881590] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategy Financial Services LLC
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|
AZ | 0.3 |
|
Investments & Financial Planning LLC
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|
KY | 0.3 |
|
Horter Investment Management LLC
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OH | 0.3 |
|
VPWM Advisors LLC
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MN | 0.3 |
|
Private Portfolios Inc
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CA | 0.3 |
|
Canter Strategic Wealth Management LLC
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|
CA | 0.3 |
|
Retirement Financial Solutions LLC
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|
TN | 0.3 |
|
Integrity Wealth Advisors LLC
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|
CA | 0.3 |
|
Weitzel Financial Services Inc
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|
IA | 0.3 |
|
Gentry Private Wealth LLC
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|
KS | 0.3 |