Overview
Assets Under Management: $322 million
Headquarters: ASHBURN, VA
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 570
Discretionary Accounts: 570
Regulatory Filings
CRD Number: 116670
Last Filing Date: 2024-04-15 00:00:00
Website: https://houlihanfinancial.com