HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 169045). Regulatory assets under management: $277.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.

Officers, owners & control persons (10)

NameRoleLocation
Scott Allen HouseholderCHIEF EXECUTIVE OFFICER /CHIEF COMPLIANCE OFFICER
Michael FuscoTRUSTEE
HOUSEHOLDER SCOTT ALLENCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER
FUSCO KENNETH MICHAELTRUSTEE
HOUSEHOLDER MEGAN ALEXANDRACHIEF COMPLIANCE OFFICER; TRUSTEE; TRUST PROTECTOR
CHILDRESS JAMES ALLENCHIEF COMPLIANCE OFFICER
VIDAL ALEXANDRA ODESSACHIEF COMPLIANCE OFFICER
FARIDA RENEECHIEF OPERATING OFFICER
Schramm Rebecca LynnTRUSTEE
ELZAYEK JEANCHIEF COMPLIANCE OFFICER

Branch offices (21)

Showing 15 of 21 offices.

CityStateEmployeesPhone
SEATTLEWA2206-517-2342
RANCHO MIRAGECA2760-346-4888
SEATTLEWA2206-517-2342
BELLEVUEWA2425-453-7733
CAMARILLOCA2805-445-0007
CAMARILLOCA2805-445-0007
BELLEVUEWA2425-453-7733
RANCHO MIRAGECA2760-346-4888
1602-604-0600
1602-604-0600
CENTENNIALCO1(720)581-1098
NATICKMA1508-650-4015
1(601)941-2419
SANTA FENM1505-416-4296
PRESCOTTAZ1480-556-5039

More on this firm