HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC
Legal name: HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
CRD #169045 SEC #801-78565 SCOTTSDALE, AZ 602-604-0600
SEC Registered
Total AUM
$277.4M
Discretionary
$277.4M
Employees
25
Clients
--
Accounts
1,804
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $277.4M | $277.4M | $0 | 25 | 0 |
| Mar 2025 | $277.4M | $277.4M | $0 | 25 | 0 |
| Feb 2025 | $287.8M | $287.7M | $118.3K | 25 | 0 |
| Dec 2024 | $287.8M | $287.7M | $118.3K | 25 | 0 |
| Nov 2024 | $287.8M | $287.7M | $118.3K | 28 | 0 |
| Nov 2024 | $287.8M | $287.7M | $118.3K | 28 | 0 |
| Nov 2024 | $287.8M | $287.7M | $118.3K | 28 | 0 |
| Sep 2024 | $1.3B | $1.3B | $15.7M | 84 | 0 |
| Jul 2024 | $1.3B | $1.3B | $15.7M | 86 | 0 |
| Jun 2024 | $1.3B | $1.3B | $15.7M | 86 | 0 |
| May 2024 | $1.3B | $1.3B | $15.7M | 94 | 0 |
| Apr 2024 | $1.3B | $1.3B | $15.7M | 94 | 0 |
| Mar 2024 | $1.3B | $1.3B | $15.7M | 99 | 0 |
| Mar 2024 | $1.3B | $1.3B | $15.7M | 99 | 0 |
| Dec 2023 | $1.1B | $1.1B | $6.4M | 91 | 17 |
| Nov 2023 | $1.1B | $1.1B | $6.4M | 90 | 17 |
| Nov 2023 | $1.1B | $1.1B | $6.4M | 90 | 17 |
| Aug 2023 | $1.1B | $1.1B | $6.4M | 91 | 17 |
| Aug 2023 | $1.1B | $1.1B | $6.4M | 92 | 17 |
| Jul 2023 | $1.1B | $1.1B | $6.4M | 92 | 17 |
| Jun 2023 | $1.1B | $1.1B | $6.4M | 92 | 17 |
| Jun 2023 | $1.1B | $1.1B | $6.4M | 92 | 17 |
| May 2023 | $1.1B | $1.1B | $6.4M | 93 | 17 |
| May 2023 | $1.1B | $1.1B | $6.4M | 95 | 17 |
| Apr 2023 | $1.1B | $1.1B | $6.4M | 95 | 17 |
| Feb 2023 | $1.1B | $1.1B | $6.4M | 96 | 17 |
| Feb 2023 | $1.1B | $1.1B | $6.4M | 97 | 17 |
| Feb 2023 | $1.1B | $1.1B | $6.4M | 98 | 17 |
| Jan 2023 | $2.1B | $1.1B | $992.5M | 98 | 650 |
| Dec 2022 | $2.1B | $1.1B | $992.5M | 91 | 650 |
| Dec 2022 | $2.1B | $1.1B | $992.5M | 91 | 650 |
| Dec 2022 | $2.1B | $1.1B | $992.5M | 92 | 650 |
| Dec 2022 | $2.1B | $1.1B | $992.5M | 92 | 650 |
| Oct 2022 | $2.1B | $1.1B | $992.5M | 91 | 650 |
| Oct 2022 | $2.1B | $1.1B | $992.5M | 91 | 650 |
| Oct 2022 | $2.1B | $1.1B | $992.5M | 91 | 650 |
| Oct 2022 | $2.1B | $1.1B | $992.5M | 91 | 650 |
| Sep 2022 | $2.1B | $1.1B | $992.5M | 90 | 650 |
| Sep 2022 | $2.1B | $1.1B | $992.5M | 90 | 650 |
| Sep 2022 | $2.1B | $1.1B | $992.5M | 89 | 650 |
| Jul 2022 | $2.1B | $1.1B | $992.5M | 90 | 650 |
| Jul 2022 | $2.1B | $1.1B | $992.5M | 90 | 650 |
| Jun 2022 | $2.1B | $1.1B | $992.5M | 88 | 650 |
| May 2022 | $2.1B | $1.1B | $992.5M | 88 | 650 |
| Apr 2022 | $2.1B | $1.1B | $992.5M | 87 | 650 |
| Apr 2022 | $2.1B | $1.1B | $992.5M | 53 | 650 |
| Apr 2022 | $2.1B | $1.1B | $992.5M | 54 | 650 |
| Mar 2022 | $2.1B | $1.1B | $992.5M | 54 | 650 |
| Mar 2022 | $2.1B | $1.1B | $992.5M | 52 | 650 |
| Mar 2022 | $2.1B | $1.1B | $992.5M | 52 | 650 |
| Mar 2022 | $2.1B | $1.1B | $992.5M | 52 | 650 |
| Mar 2022 | $2.1B | $1.1B | $992.5M | 52 | 650 |
| Feb 2022 | $866.9M | $695.9M | $170.9M | 52 | 650 |
| Feb 2022 | $866.9M | $695.9M | $170.9M | 51 | 650 |
| Feb 2022 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Feb 2022 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Nov 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Nov 2021 | $866.9M | $695.9M | $170.9M | 55 | 650 |
| Nov 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Nov 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Oct 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Jun 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Jun 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| May 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| May 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Mar 2021 | $866.9M | $695.9M | $170.9M | 56 | 650 |
| Dec 2020 | $797.6M | $621.7M | $175.9M | 24 | 698 |
| Jun 2020 | $797.6M | $621.7M | $175.9M | 25 | 698 |
| Apr 2020 | $797.6M | $621.7M | $175.9M | 25 | 698 |
| Mar 2020 | $797.6M | $621.7M | $175.9M | 25 | 698 |
| Mar 2020 | $670.2M | $521.4M | $148.8M | 25 | 61 |
| Jan 2020 | $670.2M | $521.4M | $148.8M | 56 | 61 |
| Oct 2019 | $670.2M | $521.4M | $148.8M | 56 | 61 |
| Sep 2019 | $670.2M | $521.4M | $148.8M | 56 | 61 |
| Apr 2019 | $670.2M | $521.4M | $148.8M | 56 | 61 |
| Mar 2019 | $670.2M | $521.4M | $148.8M | 56 | 61 |
| Mar 2019 | $770M | $327.2M | $442.7M | 59 | 874 |
| Apr 2018 | $770M | $327.2M | $442.7M | 59 | 874 |
| Feb 2017 | $604.3M | $380.7M | $223.6M | 59 | 3,000 |
| Jan 2017 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| Jan 2017 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| Oct 2016 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| Jun 2016 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| May 2016 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| May 2016 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| Apr 2016 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| Mar 2016 | $478.1M | $232.5M | $245.6M | 98 | 2,300 |
| Mar 2016 | $410M | $185.8M | $224.2M | 81 | 2,200 |
| Jan 2016 | $410M | $185.8M | $224.2M | 81 | 2,200 |
| Oct 2015 | $410M | $185.8M | $224.2M | 81 | 2,200 |
| Feb 2015 | $410M | $185.8M | $224.2M | 81 | 2,200 |
| Feb 2015 | $410M | $185.8M | $224.2M | 81 | 2,200 |
| Feb 2015 | $410M | $185.8M | $224.2M | 81 | 2,200 |
| Jan 2015 | $373.8M | $173.4M | $200.5M | 79 | 2,500 |
| Aug 2014 | $373.8M | $173.4M | $200.5M | 79 | 2,500 |
| Mar 2014 | $373.8M | $173.4M | $200.5M | 79 | 2,500 |
| Jan 2014 | $319.7M | $147M | $172.6M | 31 | 0 |
| Jan 2014 | $0 | $0 | $0 | 1 | 0 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
| Oct 2013 | $0 | $0 | $0 | 1 | 0 |
| Sep 2013 | $0 | $0 | $0 | 1 | 0 |
| Sep 2013 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$277.4M
Discretionary$277.4M
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$277.4M
Discretionary$277.4M
Non-Disc.$0
Employees25
Clients0
DateFeb 2025
Total AUM$287.8M
Discretionary$287.7M
Non-Disc.$118.3K
Employees25
Clients0
DateDec 2024
Total AUM$287.8M
Discretionary$287.7M
Non-Disc.$118.3K
Employees25
Clients0
DateNov 2024
Total AUM$287.8M
Discretionary$287.7M
Non-Disc.$118.3K
Employees28
Clients0
DateNov 2024
Total AUM$287.8M
Discretionary$287.7M
Non-Disc.$118.3K
Employees28
Clients0
DateNov 2024
Total AUM$287.8M
Discretionary$287.7M
Non-Disc.$118.3K
Employees28
Clients0
DateSep 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.7M
Employees84
Clients0
DateJul 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.7M
Employees86
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.7M
Employees86
Clients0
DateMay 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.7M
Employees94
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.7M
Employees94
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.7M
Employees99
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.7M
Employees99
Clients0
DateDec 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees91
Clients17
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees90
Clients17
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees90
Clients17
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees91
Clients17
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees92
Clients17
DateJul 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees92
Clients17
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees92
Clients17
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees92
Clients17
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees93
Clients17
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees95
Clients17
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees95
Clients17
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees96
Clients17
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees97
Clients17
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees98
Clients17
DateJan 2023
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees98
Clients650
DateDec 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees91
Clients650
DateDec 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees91
Clients650
DateDec 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees92
Clients650
DateDec 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees92
Clients650
DateOct 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees91
Clients650
DateOct 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees91
Clients650
DateOct 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees91
Clients650
DateOct 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees91
Clients650
DateSep 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees90
Clients650
DateSep 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees90
Clients650
DateSep 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees89
Clients650
DateJul 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees90
Clients650
DateJul 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees90
Clients650
DateJun 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees88
Clients650
DateMay 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees88
Clients650
DateApr 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees87
Clients650
DateApr 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees53
Clients650
DateApr 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees54
Clients650
DateMar 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees54
Clients650
DateMar 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees52
Clients650
DateMar 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees52
Clients650
DateMar 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees52
Clients650
DateMar 2022
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$992.5M
Employees52
Clients650
DateFeb 2022
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees52
Clients650
DateFeb 2022
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees51
Clients650
DateFeb 2022
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateFeb 2022
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateNov 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateNov 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees55
Clients650
DateNov 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateNov 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateOct 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateJun 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateJun 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateMay 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateMay 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateMar 2021
Total AUM$866.9M
Discretionary$695.9M
Non-Disc.$170.9M
Employees56
Clients650
DateDec 2020
Total AUM$797.6M
Discretionary$621.7M
Non-Disc.$175.9M
Employees24
Clients698
DateJun 2020
Total AUM$797.6M
Discretionary$621.7M
Non-Disc.$175.9M
Employees25
Clients698
DateApr 2020
Total AUM$797.6M
Discretionary$621.7M
Non-Disc.$175.9M
Employees25
Clients698
DateMar 2020
Total AUM$797.6M
Discretionary$621.7M
Non-Disc.$175.9M
Employees25
Clients698
DateMar 2020
Total AUM$670.2M
Discretionary$521.4M
Non-Disc.$148.8M
Employees25
Clients61
DateJan 2020
Total AUM$670.2M
Discretionary$521.4M
Non-Disc.$148.8M
Employees56
Clients61
DateOct 2019
Total AUM$670.2M
Discretionary$521.4M
Non-Disc.$148.8M
Employees56
Clients61
DateSep 2019
Total AUM$670.2M
Discretionary$521.4M
Non-Disc.$148.8M
Employees56
Clients61
DateApr 2019
Total AUM$670.2M
Discretionary$521.4M
Non-Disc.$148.8M
Employees56
Clients61
DateMar 2019
Total AUM$670.2M
Discretionary$521.4M
Non-Disc.$148.8M
Employees56
Clients61
DateMar 2019
Total AUM$770M
Discretionary$327.2M
Non-Disc.$442.7M
Employees59
Clients874
DateApr 2018
Total AUM$770M
Discretionary$327.2M
Non-Disc.$442.7M
Employees59
Clients874
DateFeb 2017
Total AUM$604.3M
Discretionary$380.7M
Non-Disc.$223.6M
Employees59
Clients3,000
DateJan 2017
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateJan 2017
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateOct 2016
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateJun 2016
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateMay 2016
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateMay 2016
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateApr 2016
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateMar 2016
Total AUM$478.1M
Discretionary$232.5M
Non-Disc.$245.6M
Employees98
Clients2,300
DateMar 2016
Total AUM$410M
Discretionary$185.8M
Non-Disc.$224.2M
Employees81
Clients2,200
DateJan 2016
Total AUM$410M
Discretionary$185.8M
Non-Disc.$224.2M
Employees81
Clients2,200
DateOct 2015
Total AUM$410M
Discretionary$185.8M
Non-Disc.$224.2M
Employees81
Clients2,200
DateFeb 2015
Total AUM$410M
Discretionary$185.8M
Non-Disc.$224.2M
Employees81
Clients2,200
DateFeb 2015
Total AUM$410M
Discretionary$185.8M
Non-Disc.$224.2M
Employees81
Clients2,200
DateFeb 2015
Total AUM$410M
Discretionary$185.8M
Non-Disc.$224.2M
Employees81
Clients2,200
DateJan 2015
Total AUM$373.8M
Discretionary$173.4M
Non-Disc.$200.5M
Employees79
Clients2,500
DateAug 2014
Total AUM$373.8M
Discretionary$173.4M
Non-Disc.$200.5M
Employees79
Clients2,500
DateMar 2014
Total AUM$373.8M
Discretionary$173.4M
Non-Disc.$200.5M
Employees79
Clients2,500
DateJan 2014
Total AUM$319.7M
Discretionary$147M
Non-Disc.$172.6M
Employees31
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0