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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) |
|---|
| CIK | Period |
|---|---|
| 0001881590 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| FS KKR Capital Corp | 5,490.0 | 0.0 | |
| Apple Inc | 2,382,844.0 | 0.0 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 0.0 | |
| Government Properties Income Trust | 979.2 | 0.0 | |
| Amazon Com Inc | 1,092,997.8 | 0.0 | |
| Woodward Governor Co | 5,610.9 | 0.0 | |
| Honeywell International Inc | 119,775.0 | 0.0 | |
| Exxon Mobil Corp | 385,508.3 | 0.0 | |
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| Lilly Eli & Co | 301,789.7 | 0.0 | |
| PepsiCo Inc | 226,773.9 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,337 | 1.9 |
| (b) Individuals (high net worth individuals) | 196 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,771 | 2.1 |
| By Discretionary | ||
| Discretionary | 5,710 | 1.1 |
| Non-Discretionary | 8,061 | 1.0 |
| Total | 13,771 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 13,771 | 2.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001881590] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cahill Financial Advisors Inc
✚
|
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
✚
|
WI | 1.1 |
|
Novem Group
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|
NY | 1.1 |
|
First National Corporation
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|
MA | 1.1 |