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Houlihan Financial Resource Group, Ltd.

● SEC registered since 2002CRD 116670SEC# 801-61192Ashburn, VA
Export (members)
Reg. AUM
$324.5M
Employees
4
Accounts
562
Location
Ashburn, VA

Houlihan Financial Resource Group, Ltd. assets under management

Houlihan Financial Resource Group, Ltd. operates as an SEC-registered investment adviser based in Ashburn, VA. The firm has been registered since 2002. It reports $324.5 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/houlihan-financial-resource-group-ltdView on SEC.gov ↗

Houlihan Financial Resource Group, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Patricia Powell Houlihan ControlPresidentOver 75%2000
Ryan P Houlihan ControlChief Compliance Officer/Principal10-25%2010

Frequently asked questions

How much does Houlihan Financial Resource Group, Ltd. manage?

Houlihan Financial Resource Group, Ltd. reports $324.5 million in regulatory assets under management on its Form ADV.

How many employees does Houlihan Financial Resource Group, Ltd. have?

Houlihan Financial Resource Group, Ltd. reports 4 employees.

Where is Houlihan Financial Resource Group, Ltd. located?

Houlihan Financial Resource Group, Ltd. is based in Ashburn, VA and has been SEC-registered since 2002.

Does Houlihan Financial Resource Group, Ltd. disclose fund performance?

Houlihan Financial Resource Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20405 Exchange Street, Suite 371, Ashburn, VA 20147
Phone703-796-0800
Fax703-796-0990
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$324.5M
Non-discretionary$0
Total (RAUM)$324.5M