Householder Group Estate and Retirement Specialists LLC completes acquisitions of American Financial Services and The IRA Specialists
Acquiring Company
Householder Group Estate and Retirement Specialists
Acquired Company
American Financial Services
ScottsdalePlanoEnglewoodFinancial ServicesConsultingFinancial ServicesFinancial ServicesDescription
Householder Group Estate and Retirement Specialists LLC, one of the nation's largest independent financial planning firms, has announced the acquisitions of American Financial Services and The IRA Specialists, with a combined total client assets of over $150 million. These acquisitions mark Householder Group's 12th and 13th acquisitions, reinforcing its successful non-organic growth strategy and bringing total acquired client assets over the past five years to more than $1 billion.
Quick answer
Householder Group Estate and Retirement Specialists is acquiring American Financial Services and The IRA Specialists, announced March 5, 2024. Householder Group Estate and Retirement Specialists is based in Scottsdale, Arizona, United States.
- How much did Householder Group Estate and Retirement Specialists pay for American Financial Services?
- The deal value was not disclosed.
- What does Householder Group Estate and Retirement Specialists do?
- Householder Group Estate and Retirement Specialists LLC is one of the nation's largest independent financial planning firms, specializing in holistic financial planning.
- Where are Householder Group Estate and Retirement Specialists and American Financial Services based?
- Householder Group Estate and Retirement Specialists is based in Scottsdale, Arizona, United States. American Financial Services is based in Plano, Texas, United States.
Source: Fundz verified event record.
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Frequently asked
Who acquired American Financial Services?
American Financial Services was acquired by Householder Group Estate and Retirement Specialists, based in Scottsdale. The deal was reported on March 5, 2024. Householder Group Estate and Retirement Specialists LLC is one of the nation's largest independent financial planning firms, specializing in holistic financial planning. Householder Group Estate and Retirement Specialists is privately held and operates in Financial Services.
When did Householder Group Estate and Retirement Specialists acquire American Financial Services?
Householder Group Estate and Retirement Specialists's acquisition of American Financial Services was reported on March 5, 2024. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does American Financial Services do?
American Financial Services, founded by Barbara Barton, CFP®, aims to help clients achieve their dreams and alleviate their worries by providing thoughtful financial guidance. It is privately held, operating in Financial Services, and is based in Plano.
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