Householder Group Financial Advisors, LLC is a large advisory firm based in Scottsdale. It manages $365.02 million of regulatory assets for 2,318 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, Arkansas, California, and 36 other states.
Householder Group Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Householder Group Financial Advisors, LLC is $365.02 million. The firm's AUM has grown by 887% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Householder Group Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bridget Mary Gaughan has been acting as President since 1 Feb 2009. James Allen Childress joined the executive team most recently as the Chief Compliance Officer.
The principal office where Householder Group Financial Advisors, LLC performs its advisory services is located at 8985 E. Bell Road, Scottsdale, AZ 85260, which is also the mailing address of the firm. An additional office of the firm is in Brea, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-604-0600 or by fax 602-604-0800. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.