Overview
Assets Under Management: $322 million
Headquarters: ASHBURN, VA
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Frequently Asked Questions
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116670), HOULIHAN FINANCIAL RESOURCE GROUP, LTD. is subject to fiduciary duty under federal law.
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. is headquartered in ASHBURN, VA.
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. serves 103 high-net-worth clients according to their SEC filing dated April 15, 2024. View client details ↓
According to their SEC Form ADV, HOULIHAN FINANCIAL RESOURCE GROUP, LTD. offers financial planning and portfolio management for individuals. View all service details ↓
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. manages $322 million in client assets according to their SEC filing dated April 15, 2024.
According to their SEC Form ADV, HOULIHAN FINANCIAL RESOURCE GROUP, LTD. serves high-net-worth individuals. View client details ↓
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