The Householder Group, LlLP (Scottsdale)

Name: The Householder Group, LlLP
Address: 8985 E Bell Road, Scottsdale, AZ, 85260
Telephone: 602-604-0600

The Householder Group, LlLP is a large advisory firm based in Scottsdale. It manages $174 million of regulatory assets for 1,105 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.

The Householder Group, L provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for approximately 1,105 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Householder Group, L: assets under management

The assets under management (AUM) of The Householder Group, LlLP is $174 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Householder Group, LlLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Householder Group, LlLP

Scott Allen Householder has been acting as President since 1 Apr 1999. Donald Matthew Zienty joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Allen Householder	President	1 Apr 1999	75% - 100%	1643023
Inc. Thg	General partner	1 May 2003	Other	86-0840500
Lllp H&B	Limited partner	1 May 2003	75% - 100%	90-0175434
Craig Steven Landers	Chief compliance officer	1 Oct 2004	Other	1811552
Craig Steven Landers	Chief compliance officer	1 Jan 2006	Other	1811552
Donald Matthew Zienty	Chief compliance officer	1 Jun 2006	Other	4460455

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Scott Allen Householder	Shareholder	1 Jan 1996	75% - 100%	1643023
Inc. Thg	General partner	1 Sep 2005	Other	86-0840500
Scott Allen Householder	Limited partner	1 Sep 2005	75% - 100%	1643023

Based in Scottsdale

The principal office where The Householder Group, LlLP 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 Bulverde, TX. 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 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.thehouseholdergroup.com.